The Mathworks 401(K) Retirement Plan — Form 5500 plan (The Mathworks, Inc.)
Plain-English plan 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 401(K) Retirement Plan is a benefit plan reported by The Mathworks, Inc. under EIN 94-2960235 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,936 participants and $1,502,647,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mathworks, Inc.
- EIN
- 94-2960235
- Plan number
- 001
- Plan type
- 2
- Location
- Natick, MA
- Latest filing year
- 2023
- Participants
- 4,936
- End-of-year plan assets
- $1,502,647,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,936 | H, C | 20241010091604NAL0011325603005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,502,647,697
- Net assets (EOY)
- $1,502,647,697
- Net assets (BOY)
- $1,206,399,212
Income & contributions
- Employer contributions
- $37,881,081
- Participant contributions
- $71,927,404
- Total contributions
- $117,273,141
- Total income / additions
- $336,853,886
Expenses & distributions
- Benefits paid
- $39,986,338
- Administrative expenses
- $543,396
- Total expenses
- $40,605,401
- Net increase / (decrease)
- $296,248,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $260,381 | not reported in the loaded dataset | 2023 |
| Rocaton Investment Advisors LLC | NONE | $108,455 | not reported in the loaded dataset | 2023 |
| Financial Finesse Inc | NONE | $85,020 | not reported in the loaded dataset | 2023 |
| Bdo Usa Llp | NONE | $39,422 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $21,734 | $0 | 2023 |
| Fisher Investments | NONE | $21,203 | not reported in the loaded dataset | 2023 |
| Heritage Financial Services | NONE | $9,051 | not reported in the loaded dataset | 2023 |
| Signature Estate & Investment | NONE | $7,152 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $5,928 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Mathworks, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Natick, MA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Rocaton Investment Advisors LLC — Schedule C compensation
- Financial Finesse Inc — Schedule C compensation
- Bdo Usa Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Heritage Financial Services — Schedule C compensation
- Signature Estate & Investment — Schedule C compensation
- Creative Planning LLC — Schedule C compensation