How many benefit plans does The Mathworks, Inc. report on Form 5500?

The Mathworks, Inc. (EIN 94-2960235) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Mathworks, Inc.?

The Employer Identification Number (EIN) reported for The Mathworks, Inc. is 94-2960235.

What is the latest Form 5500 filing year for The Mathworks, Inc.?

The latest loaded Form 5500 filing year for The Mathworks, Inc. is 2023.

The Mathworks, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Mathworks, Inc. (EIN 94-2960235) is a plan sponsor located in Natick, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 94-2960235
Location: Natick, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $1,502,647,697
Total reported net assets (EOY): $1,502,647,697

Contributions & income

Employer contributions: $37,881,081
Participant contributions: $71,927,404
Total income / additions: $336,853,886

Expenses & distributions

Benefits paid / distributions: $39,986,338
Total expenses: $40,605,401
Net increase / (decrease): $296,248,485

Coverage

Total reported participants: 11,106
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Mathworks, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Mathworks 401(K) Retirement Plan	001	4,936	$1,502,647,697	2023
The Mathworks, Inc. Welfare Benefit Plan	501	6,170	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Mathworks, Inc.
Year	Plan	Participants	Schedules	Filing
2023	The Mathworks, Inc. Welfare Benefit Plan	6,170	—	20240516150615NAL0035716099001
2023	The Mathworks 401(K) Retirement Plan	4,936	H, C	20241010091604NAL0011325603005