Employer plans run by Matrix Trust
Matrix Trust is the recordkeeper or administrator on the latest annual report of 6 active retirement plans at the large employers on this site, covering 60,584 participants.
Plans
| Employer | Plan | Participants |
|---|---|---|
| Central Midwest Regional Council of Carpenters DC Pension | Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan | 55,172 |
| Blue Bell Creameries, Inc. | Blue Bell Creameries, Inc. Employee Stock Ownership Plan | 4,140 |
| Xtek Inc | Xtek Inc Employee Savings Plan | 442 |
| Jackson Lewis P.C. | The Jackson Lewis P.C. Cash Balance Plan II | 326 |
| Morrison & Foerster LLP | Morrison & Foerster LLP Cash Balance Retirement Plan | 262 |
| Snell & Wilmer L.L.P. | Snell & Wilmer L.L.P. Retirement Plan for Partners | 242 |
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.