Mathworks 401(k) plan

The Mathworks, Inc., Natick, MA. EIN 94-2960235. Annual reports 2009–2024.

The Mathworks, Inc. has one active retirement plan on file, the The Mathworks 401(k) Retirement Plan, with 5,122 participants and $1.8 billion in assets in 2024. Schwab has been its recordkeeper since 2009. No traditional pension plan appears in Mathworks's filings since 2009.

Active plans: 1
Participants: 5,122
Plan assets: $1.8 billion
401(k) recordkeeper: Schwab
Plans on file: 1
Industry: Professional services

The plan

The Mathworks 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 94-2960235
Participants (2024): 5,122
Net assets (2024): $1.8 billion
Recordkeeper: Schwab2009–2024
Plan administrator: The Mathworks, Inc.
3 Apple Hill Drive
Natick, MA 01760
(508) 647-7000As filed for 2024
In effect since: January 1, 1990

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,122	$1.8 billion	Schwab
2023	5,224	$1.5 billion	Schwab
2022	4,936	$1.2 billion	Schwab
2021	4,520	$1.4 billion	Schwab
2020	4,451	$1.2 billion	Schwab
2019	4,160	$953 million	Schwab
2018	3,849	$735 million	Schwab
2017	3,830	$741 million	Schwab
2016	3,618	$588 million	Schwab
2015	3,235	$504 million	Schwab
2014	2,940	$474 million	Schwab
2013	2,743	$411 million	Schwab
2012	2,408	$313 million	Schwab
2011	2,129	$250 million	Schwab
2010	1,949	$234 million	Schwab
2009	1,957	$184 million	Schwab

If you had money in one of these plans

Call Schwab (schwab.com), which runs the The Mathworks 401(k) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((508) 647-7000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

The Mathworks 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

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