401(k) · DOL Form 5500 · 2023

Mathematica Group Holding Inc. 401(k) Plan

Data updated 2026-08-25

$425M
Total assets Above avg plan size
1,686
Participants Near avg headcount
97th
Percentile by assets National rank
$251,917
Avg per participant Above avg balance/head
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Official DOL plan name: Mathematica Group Holding Inc. Profit Sharing Plan · Sponsored by Mathematica Group Holding Inc. · New Jersey · Professional & Technical Services

$425M in assets, 1,686 participants

Mathematica Group Holding Inc.'s Mathematica Group Holding Inc. Profit Sharing Plan reported $425M in total assets and 1,686 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,898 in Professional & Technical Services (20,321 peers)

Where Mathematica Group Holding Inc. Profit Sharing Plan sits by assets

Mathematica Group Holding Inc. Profit Sharing Plan sits in the top 5% of all filed plans by assets, $425M for 1,686 participants (~$251,917/participant), up 22.0% in 2023.

#19,898
in Professional & Technical Services (20,321 peers)
+22.0%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Mathematica Group Holding Inc. Profit Sharing Plan's outsized position by total assets

Mathematica Group Holding Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$424,731,541 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mathematica Group Holding Inc. Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mathematica Group Holding Inc. Profit Sharing Plan lands in the large band (1,686 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mathematica Group Holding Inc. Profit Sharing Plan reported net income rose from -$51M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Mathematica Group Holding Inc. Profit Sharing Plan end-of-year assets rose from $348M in the plan year 2022 filing to $425M in the plan year 2023 filing.
  • Mathematica Group Holding Inc. Profit Sharing Plan reported participants rose from 1,495 in the plan year 2022 filing to 1,686 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222675420 · Mathematica Group Holding Inc. PY 2023 · 401(k)

Mathematica Group Holding Inc. Profit Sharing Plan · $425M · 1,686 · 97th

  • EBSA $425M
  • EBSA 1,686
  • EBSA 97th
  • EBSA 401(k)
  • EBSA near Magnit Global Solutions, Inc. and Subsidiaries 401(k) Employee Savings
  • EBSA ind #19898

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 New Jersey →

Mathematica Group Holding Inc. Profit Sharing Plan in the asset neighbourhood

Enersys Delaware Inc. 401(k) PlanEnersys Delaware Inc. 401(k)…$425MBlue Cross and Blue Shield Association Tax-Favored Savings ProgramBlue Cross and Blue Shield A…$425MMagnit Global Solutions, Inc. and Subsidiaries 401(k) Employee SavingsMagnit Global Solutions, Inc…$425MMathematica Group Holding Inc. Profit Sharing PlanMathematica Group Holding In…$425MMaterion Corporation Retirement Savings PlanMaterion Corporation Retirem…$425M
End-of-year total assets ($M) among Mathematica Group Holding Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$348M
Net Assets (End of Year)$425M
Net Income$77M
Employer EIN222675420
Plan Effective Date1986-02-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Mathematica Group Holding Inc.)

Sponsor-wide plan assets over time

All Mathematica Group Holding Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$758M 16.343949814606916% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $652M $758M ▲ +16.3%
Year Plans Participants Total Assets
2022 2 2,878 $652M
2023 2 3,257 $734M
2024 2 3,525 $758M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mathematica Group Holding Inc. Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Mathematica Group Holding Inc. Profit Sharing Plan, Total assets ($B): 0.424731541 · Participants: 1686Mathematica Group Holding Inc. Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Mathematica Group Holding Inc. Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Mathematica Group Holding Inc. Profit Sharing Plan side-by-side with 3 peers →

Mathematica Group Holding Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Magnit Global Solutions, Inc. and Subsidiaries 401(k) Employee Savings in CA ($425M); by covered participants it is Encore Wire Corporation 401(k) Profit Sharing Plan in TX (1,686 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,686 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mathematica Group Holding Inc. Profit Sharing Plan assets move in 2023? ▼
Mathematica Group Holding Inc. Profit Sharing Plan grew sharply - up 22.0% during 2023, from $348M to $425M. Reported net income was $77M.
How have Mathematica Group Holding Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mathematica Group Holding Inc.'s sponsor-wide assets grew 16.3%, from $652M to $758M.
Where does Mathematica Group Holding Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mathematica Group Holding Inc. Profit Sharing Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Mathematica Group Holding Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magnit Global Solutions, Inc. and Subsidiaries 401(k) Employee Savings in CA ($425M, 25,954 participants).
Which 401(k) plans cover a similar participant headcount to Mathematica Group Holding Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Encore Wire Corporation 401(k) Profit Sharing Plan in TX (1,686 participants, $71M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222675420.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.