401(k) · DOL Form 5500 · 2022
The Mathworks, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 3,287
- Participants
- 99th
- Percentile by assets
- $367,021
- Avg per participant
Official DOL plan name: The Mathworks 401(k) Retirement Plan · Sponsored by The Mathworks, Inc. · Massachusetts · Professional & Technical Services
$1.2B in assets, 3,287 participants
The Mathworks, Inc.'s The Mathworks 401(k) Retirement Plan reported $1.2B in total assets and 3,287 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 99th percentile by assets (of 139,126 plans)
- #21,436 in Professional & Technical Services (21,562 peers)
Coverage in Massachusetts
The Mathworks 401(k) Retirement Plan covers 3,287 participants in Massachusetts, 5.0x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2022 EOY)
- 3,287
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $367,021
- avg assets per participant
The plan reported a net loss of $179M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The Mathworks 401(k) Retirement Plan sits by total assets
The Mathworks 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,206,399,212 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Mathworks 401(k) Retirement Plan reports 3,287 participants - 5.0x that state average ($1.2B EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$179M |
| Employer EIN | 942960235 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Mathworks, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,287 | $1.2B |
| 2023 | 1 | 3,648 | $1.5B |
| 2024 | 1 | 3,892 | $1.8B |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Mathworks 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Mathworks 401(k) Retirement Plan by total assets, not by location.
- Ssm Health 401(k) Plan (MO) $1.2B · 4,727
- Carmax, Inc. Retirement Savings Plan (VA) $1.2B · 30,993
- Pharmaceutical Product Development, LLC Retirement Savings Plan (NC) $1.2B · 14,003
- Worley Group Inc. 401(k) Plan (TX) $1.2B · 8,399
Frequently Asked Questions
How did The Mathworks 401(k) Retirement Plan assets move in 2022? ▼
How have The Mathworks, Inc. plan assets changed over time? ▼
Where does The Mathworks 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Mathworks 401(k) Retirement Plan? ▼
Next read for The Mathworks 401(k) Retirement Plan
Filing takeaways
Ways to act on The Mathworks 401(k) Retirement Plan's numbers.
- By total assets, The Mathworks 401(k) Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- The Mathworks, Inc.'s sponsor-wide assets have grown 49.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans