401(k) · DOL Form 5500 · 2022
The Mathworks, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 3,287
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $367,021
- Avg per participant High balance/head
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.
- #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.
- #21,436
- in Professional & Technical Services (21,562 peers)
- -12.9%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
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.
The Mathworks 401(k) Retirement Plan's outsized position 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
The Mathworks 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mathworks 401(k) Retirement Plan lands in the large band (3,287 participants).
DOL schedule card
Filing strip 942960235 · The Mathworks, Inc. PY 2022 · 401(k)
The Mathworks 401(k) Retirement Plan · $1.2B · 3,287 · 99th
- NET $1.2B
- NET 3,287
- NET 99th
- NET 401(k)
- NET near Ssm Health 401(k) Plan
- NET ind #21436
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Massachusetts →
The Mathworks 401(k) Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All The Mathworks, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 49.0742774125751% vs 2022
- 2024 filing year
| 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.
- 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
The Mathworks 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Ssm Health 401(k) Plan in MO ($1.2B); by covered participants it is Planet Equity Group, LLC 401(k) Plan in IL (3,287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,287 participants); asset peers above are excluded.
- Planet Equity Group, LLC 401(k) Plan (IL) 3,287 · 0 off
- Yellowstone Landscape, Inc. 401(k) Profit Sharing Plan (FL) 3,287 · 0 off
- Oceaneering Retirement Investment Plan (TX) 3,288 · 1 off
- Endeavor Air Savings Plan (GA) 3,286 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.