Matthews International 401(k) and pension plans

Matthews International Corporation, Pittsburgh, PA. EIN 25-0644320. Annual reports 2009–2025. Also filed as Schawk, Inc.; Schawk, Inc. Union 401K Plan; Schawk, Inc. Union; SGK LLC.

Matthews International Corporation has 2 active retirement plans on file. The largest is the Schawk, Inc. Union 401(k) Plan, with 31 participants and $3.6 million in assets in 2025.

Active plans: 2
Participants: 5,418
Plan assets: $357 million
401(k) recordkeeper: Empower
Plans on file: 4
Industry: Manufacturing

All 4 plans

Active plans first

Schawk, Inc. Union 401(k) Plan

401(k)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 008Employer EIN 25-0644320
Participants (2025): 31
Net assets (2025): $3.6 million
Last listed recordkeeper: T. Rowe Price2010–2011
Plan administrator: SGK LLC
Two Northshore Center
Pittsburgh, PA 15212
(412) 442-8200As filed for 2025
In effect since: January 1, 2000

Earlier sponsors: Schawk, Inc. (2009); Schawk, Inc. Union 401K Plan (2010–2014); Schawk, Inc. Union (2015–2016).

Earlier plan names: Schawk, Inc. Union 401K Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	31	$3.6 million	not listed
2024	31	$3.3 million	not listed
2023	37	$3.0 million	not listed
2022	48	$2.9 million	not listed
2021	53	$3.6 million	not listed
2020	48	$3.8 million	not listed
2019	49	$3.1 million	not listed
2018	54	$3.0 million	not listed
2017	53	$3.5 million	not listed
2016	22	$451,243	not listed
2015	60	$4.3 million	not listed
2014	55	$4.3 million	not listed
2013	65	$5.1 million	not listed
2012	95	$5.0 million	not listed
2011	123	$4.9 million	T. Rowe Price
2010	122	$4.9 million	T. Rowe Price
2009	146	$4.2 million	not listed

Matthews International Corporation 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 25-0644320
Participants (2024): 5,387
Net assets (2024): $353 million
Recordkeeper: EmpowerEarlier: Principal (2020), Wells Fargo (2017–2019)
Plan administrator: Matthews International Corporation
Two Northshore Center
Pittsburgh, PA 15212
(412) 442-8200As filed for 2024
In effect since: January 1, 1997

Plans merged into this one: Aurora Casket Company, LLC Retirement Savings 401(k) Plan (2016).

Earlier plan names: The Matthews 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,387	$353 million	Empower
2023	5,618	$458 million	Empower
2022	5,581	$391 million	Empower
2021	5,361	$474 million	Empower
2020	5,203	$394 million	Principal
2019	5,485	$371 million	Wells Fargo
2018	5,675	$309 million	Wells Fargo
2017	5,889	$324 million	Wells Fargo
2016	3,146	$111 million	not listed
2015	3,180	$102 million	not listed
2014	3,247	$99.6 million	not listed
2013	3,143	$95.8 million	not listed
2012	3,128	$80.1 million	not listed
2011	2,919	$71.5 million	not listed
2010	2,922	$70.1 million	not listed
2009	2,715	$60.5 million	not listed

Schawk Milwaukee, Union 401(k) Plan

401(k)ClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2023, which means its assets were paid out or moved and it no longer exists.

Plan number: 007Employer EIN 25-0644320
Participants (2022): 6
Net assets (2022): $194,809
Plan administrator: SGK LLC
Two Northshore Center
Pittsburg, PA 15212
(262) 786-2330As filed for 2023
In effect since: January 1, 1995

Year by year, 2018 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	6	$194,809	not listed
2021	20	$883,215	not listed
2020	24	$916,372	not listed
2019	26	$746,595	not listed
2018	26	$572,774	not listed

Matthews International Corporation Employees Retirement Plan

Pension (defined benefit)Closed

Closed. The plan filed its final annual report for 2021, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 25-0644320
Participants (2020): 2,678
Net assets (2020): $213 million
Administered by: AonEarlier: Buck Global (2017), Conduent (2011–2016)
Plan administrator: Matthews International Corporation
2 Northshore Center
Pittsburgh, PA 15212
(412) 442-8200As filed for 2021
In effect since: August 1, 1970

Plans merged into this one: Aurora Casket Company LLC Restated Pension Plan 3 (2017).

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	Aon
2020	2,678	$213 million	Aon
2019	2,705	$182 million	Aon
2018	2,764	$171 million	Aon
2017	2,813	$159 million	Buck Global
2016	2,128	$125 million	Conduent
2015	2,240	$119 million	Conduent
2014	2,436	$113 million	Conduent
2013	2,895	$122 million	Conduent
2012	2,839	$116 million	Conduent
2011	2,752	$106 million	Conduent
2010	2,709	$103 million	not listed
2009	2,635	$87.1 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Matthews International Corporation 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((412) 442-8200). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.