The Mathworks Inc.
Plan context: The Math Works 401K Retirement Plan
EIN 94-2960235 • Natick, MA • 67 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
6,573
2024 Assets
$1,798,430,908
2024 Contributions
$125,683,935
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 6,573 | $1,798,430,908 | $125,683,935 | $19,121iApproximate average salary by contribution assumption: employee only about $478,031 at 4% or $318,687 at 6%; with 50% employer match about $318,687 at 4% or $212,458 at 6%; with 100% employer match about $239,016 at 4% or $159,344 at 6%. |
| The Math Works 401K Retirement Plan | - | 3,799 | $1,798,430,908 | $125,683,935 | $33,083iApproximate average salary by contribution assumption: employee only about $827,086 at 4% or $551,390 at 6%; with 50% employer match about $551,390 at 4% or $367,594 at 6%; with 100% employer match about $413,543 at 4% or $275,695 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 6,573 | - | - | - |
| 2023 | 2 | 6,702 | $1,502,647,697 | $117,273,141 | $17,498iApproximate average salary by contribution assumption: employee only about $437,456 at 4% or $291,637 at 6%; with 50% employer match about $291,637 at 4% or $194,425 at 6%; with 100% employer match about $218,728 at 4% or $145,819 at 6%. |
| The Math Works 401K Retirement Plan | - | 3,903 | $1,502,647,697 | $117,273,141 | $30,047iApproximate average salary by contribution assumption: employee only about $751,173 at 4% or $500,782 at 6%; with 50% employer match about $500,782 at 4% or $333,855 at 6%; with 100% employer match about $375,587 at 4% or $250,391 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 6,702 | - | - | - |
| 2022 | 2 | 6,152 | $1,206,399,212 | $99,636,662 | $16,196iApproximate average salary by contribution assumption: employee only about $404,895 at 4% or $269,930 at 6%; with 50% employer match about $269,930 at 4% or $179,954 at 6%; with 100% employer match about $202,448 at 4% or $134,965 at 6%. |
| The Math Works 401K Retirement Plan | - | 3,660 | $1,206,399,212 | $99,636,662 | $27,223iApproximate average salary by contribution assumption: employee only about $680,578 at 4% or $453,719 at 6%; with 50% employer match about $453,719 at 4% or $302,479 at 6%; with 100% employer match about $340,289 at 4% or $226,859 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 6,152 | - | - | - |
| 2021 | 2 | 5,555 | $1,385,116,279 | $91,085,575 | $16,397iApproximate average salary by contribution assumption: employee only about $409,926 at 4% or $273,284 at 6%; with 50% employer match about $273,284 at 4% or $182,189 at 6%; with 100% employer match about $204,963 at 4% or $136,642 at 6%. |
| The Math Works 401K Retirement Plan | - | 3,309 | $1,385,116,279 | $91,085,575 | $27,527iApproximate average salary by contribution assumption: employee only about $688,165 at 4% or $458,777 at 6%; with 50% employer match about $458,777 at 4% or $305,851 at 6%; with 100% employer match about $344,083 at 4% or $229,388 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 5,555 | - | - | - |
| 2020 | 2 | 5,568 | $1,158,344,500 | $82,691,626 | $14,851iApproximate average salary by contribution assumption: employee only about $371,281 at 4% or $247,520 at 6%; with 50% employer match about $247,520 at 4% or $165,014 at 6%; with 100% employer match about $185,640 at 4% or $123,760 at 6%. |
| The Math Works 401K Retirement Plan | - | 3,404 | $1,158,344,500 | $82,691,626 | $24,292iApproximate average salary by contribution assumption: employee only about $607,312 at 4% or $404,875 at 6%; with 50% employer match about $404,875 at 4% or $269,917 at 6%; with 100% employer match about $303,656 at 4% or $202,437 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 5,568 | - | - | - |
| 2019 | 2 | 5,137 | $952,639,633 | $75,407,119 | $14,679iApproximate average salary by contribution assumption: employee only about $366,980 at 4% or $244,654 at 6%; with 50% employer match about $244,654 at 4% or $163,102 at 6%; with 100% employer match about $183,490 at 4% or $122,327 at 6%. |
| The Math Works 401K Retirement Plan | - | 3,142 | $952,639,633 | $75,407,119 | $24,000iApproximate average salary by contribution assumption: employee only about $599,993 at 4% or $399,995 at 6%; with 50% employer match about $399,995 at 4% or $266,664 at 6%; with 100% employer match about $299,996 at 4% or $199,998 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 5,137 | - | - | - |
| 2018 | 2 | 4,418 | $734,658,616 | $66,691,973 | $15,096iApproximate average salary by contribution assumption: employee only about $377,388 at 4% or $251,592 at 6%; with 50% employer match about $251,592 at 4% or $167,728 at 6%; with 100% employer match about $188,694 at 4% or $125,796 at 6%. |
| The Math Works 401K Retirement Plan | - | 2,957 | $734,658,616 | $66,691,973 | $22,554iApproximate average salary by contribution assumption: employee only about $563,848 at 4% or $375,899 at 6%; with 50% employer match about $375,899 at 4% or $250,599 at 6%; with 100% employer match about $281,924 at 4% or $187,949 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 4,418 | - | - | - |
| 2017 | 2 | 4,177 | $741,474,905 | $62,403,066 | $14,940iApproximate average salary by contribution assumption: employee only about $373,492 at 4% or $248,995 at 6%; with 50% employer match about $248,995 at 4% or $165,997 at 6%; with 100% employer match about $186,746 at 4% or $124,497 at 6%. |
| The Math Works 401K Retirement Plan | - | 2,827 | $741,474,905 | $62,403,066 | $22,074iApproximate average salary by contribution assumption: employee only about $551,849 at 4% or $367,899 at 6%; with 50% employer match about $367,899 at 4% or $245,266 at 6%; with 100% employer match about $275,924 at 4% or $183,950 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 4,177 | - | - | - |
| 2016 | 2 | 3,850 | $587,773,230 | $55,742,925 | $14,479iApproximate average salary by contribution assumption: employee only about $361,967 at 4% or $241,311 at 6%; with 50% employer match about $241,311 at 4% or $160,874 at 6%; with 100% employer match about $180,984 at 4% or $120,656 at 6%. |
| The Math Works 401K Retirement Plan | - | 2,731 | $587,773,230 | $55,742,925 | $20,411iApproximate average salary by contribution assumption: employee only about $510,279 at 4% or $340,186 at 6%; with 50% employer match about $340,186 at 4% or $226,791 at 6%; with 100% employer match about $255,140 at 4% or $170,093 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 3,850 | - | - | - |
| 2015 | 2 | 3,451 | $503,971,344 | $46,746,996 | $13,546iApproximate average salary by contribution assumption: employee only about $338,648 at 4% or $225,765 at 6%; with 50% employer match about $225,765 at 4% or $150,510 at 6%; with 100% employer match about $169,324 at 4% or $112,883 at 6%. |
| The Math Works 401K Retirement Plan | - | 2,416 | $503,971,344 | $46,746,996 | $19,349iApproximate average salary by contribution assumption: employee only about $483,723 at 4% or $322,482 at 6%; with 50% employer match about $322,482 at 4% or $214,988 at 6%; with 100% employer match about $241,862 at 4% or $161,241 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 3,451 | - | - | - |
| 2014 | 2 | 3,186 | $473,583,297 | $44,011,780 | $13,814iApproximate average salary by contribution assumption: employee only about $345,353 at 4% or $230,235 at 6%; with 50% employer match about $230,235 at 4% or $153,490 at 6%; with 100% employer match about $172,676 at 4% or $115,118 at 6%. |
| The Math Works 401K Retirement Plan | - | 2,243 | $473,583,297 | $44,011,780 | $19,622iApproximate average salary by contribution assumption: employee only about $490,546 at 4% or $327,031 at 6%; with 50% employer match about $327,031 at 4% or $218,020 at 6%; with 100% employer match about $245,273 at 4% or $163,515 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 3,186 | - | - | - |
| 2013 | 2 | 3,116 | $411,431,638 | $38,979,277 | $12,509iApproximate average salary by contribution assumption: employee only about $312,735 at 4% or $208,490 at 6%; with 50% employer match about $208,490 at 4% or $138,993 at 6%; with 100% employer match about $156,367 at 4% or $104,245 at 6%. |
| The Math Works 401K Retirement Plan | - | 2,181 | $411,431,638 | $38,979,277 | $17,872iApproximate average salary by contribution assumption: employee only about $446,805 at 4% or $297,870 at 6%; with 50% employer match about $297,870 at 4% or $198,580 at 6%; with 100% employer match about $223,403 at 4% or $148,935 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 3,116 | - | - | - |
| 2012 | 2 | 2,692 | $312,919,797 | $35,012,105 | $13,006iApproximate average salary by contribution assumption: employee only about $325,150 at 4% or $216,766 at 6%; with 50% employer match about $216,766 at 4% or $144,511 at 6%; with 100% employer match about $162,575 at 4% or $108,383 at 6%. |
| The Math Works 401K Retirement Plan | - | 1,889 | $312,919,797 | $35,012,105 | $18,535iApproximate average salary by contribution assumption: employee only about $463,368 at 4% or $308,912 at 6%; with 50% employer match about $308,912 at 4% or $205,941 at 6%; with 100% employer match about $231,684 at 4% or $154,456 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 2,692 | - | - | - |
| 2011 | 2 | 2,355 | $250,364,726 | $30,850,371 | $13,100iApproximate average salary by contribution assumption: employee only about $327,499 at 4% or $218,332 at 6%; with 50% employer match about $218,332 at 4% or $145,555 at 6%; with 100% employer match about $163,749 at 4% or $109,166 at 6%. |
| The Math Works 401K Retirement Plan | - | 1,648 | $250,364,726 | $30,850,371 | $18,720iApproximate average salary by contribution assumption: employee only about $467,997 at 4% or $311,998 at 6%; with 50% employer match about $311,998 at 4% or $207,999 at 6%; with 100% employer match about $233,999 at 4% or $155,999 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 2,355 | - | - | - |
| 2010 | 2 | 2,151 | $234,280,696 | $27,950,836 | $12,994iApproximate average salary by contribution assumption: employee only about $324,859 at 4% or $216,572 at 6%; with 50% employer match about $216,572 at 4% or $144,382 at 6%; with 100% employer match about $162,429 at 4% or $108,286 at 6%. |
| The Math Works 401K Retirement Plan | - | 1,504 | $234,280,696 | $27,950,836 | $18,584iApproximate average salary by contribution assumption: employee only about $464,608 at 4% or $309,739 at 6%; with 50% employer match about $309,739 at 4% or $206,493 at 6%; with 100% employer match about $232,304 at 4% or $154,869 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 2,151 | - | - | - |
| 2009 | 2 | 2,192 | $183,739,960 | $26,832,551 | $12,241iApproximate average salary by contribution assumption: employee only about $306,028 at 4% or $204,019 at 6%; with 50% employer match about $204,019 at 4% or $136,013 at 6%; with 100% employer match about $153,014 at 4% or $102,009 at 6%. |
| The Math Works 401K Retirement Plan | - | 1,573 | $183,739,960 | $26,832,551 | $17,058iApproximate average salary by contribution assumption: employee only about $426,455 at 4% or $284,303 at 6%; with 50% employer match about $284,303 at 4% or $189,536 at 6%; with 100% employer match about $213,228 at 4% or $142,152 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 2,192 | - | - | - |
| 2008 | 4 | 2,113 | $121,143,958 | $24,887,754 | $11,778iApproximate average salary by contribution assumption: employee only about $294,460 at 4% or $196,307 at 6%; with 50% employer match about $196,307 at 4% or $130,871 at 6%; with 100% employer match about $147,230 at 4% or $98,153 at 6%. |
| The Math Works 401K Retirement Plan | - | 1,583 | $121,143,958 | $24,887,754 | $15,722iApproximate average salary by contribution assumption: employee only about $393,047 at 4% or $262,032 at 6%; with 50% employer match about $262,032 at 4% or $174,688 at 6%; with 100% employer match about $196,524 at 4% or $131,016 at 6%. |
| Math Works Inc. Flexible Benefit Plan | - | 492 | - | - | - |
| THE MATHWORKS, INC. LIFE, AD&D AND DENTAL GROUP INSURANCE PLAN | - | 2,113 | - | - | - |
| The Mathworks Inc. Welfare Benefit Plan | - | 1,626 | - | - | - |
| 2007 | 4 | 1,977 | $151,785,532 | $22,149,571 | $11,204iApproximate average salary by contribution assumption: employee only about $280,091 at 4% or $186,727 at 6%; with 50% employer match about $186,727 at 4% or $124,485 at 6%; with 100% employer match about $140,045 at 4% or $93,364 at 6%. |
| The Math Works 401K Retirement Plan | - | 1,355 | $151,785,532 | $22,149,571 | $16,347iApproximate average salary by contribution assumption: employee only about $408,664 at 4% or $272,442 at 6%; with 50% employer match about $272,442 at 4% or $181,628 at 6%; with 100% employer match about $204,332 at 4% or $136,221 at 6%. |
| THE MATHWORKS, INC. LIFE, AD&D AND DENTAL GROUP INSURANCE PLAN | - | 1,977 | - | - | - |
| The Mathworks Inc. Welfare Benefit Plan | - | 1,426 | - | - | - |
| Math Works Inc. Flexible Benefit Plan | - | 436 | - | - | - |
| 2006 | 4 | 1,808 | $121,497,794 | $20,094,803 | $11,114iApproximate average salary by contribution assumption: employee only about $277,860 at 4% or $185,240 at 6%; with 50% employer match about $185,240 at 4% or $123,493 at 6%; with 100% employer match about $138,930 at 4% or $92,620 at 6%. |
| The Math Works 401K Retirement Plan | - | 1,166 | $121,497,794 | $20,094,803 | $17,234iApproximate average salary by contribution assumption: employee only about $430,849 at 4% or $287,233 at 6%; with 50% employer match about $287,233 at 4% or $191,488 at 6%; with 100% employer match about $215,425 at 4% or $143,616 at 6%. |
| THE MATHWORKS, INC. LIFE, AD&D AND DENTAL GROUP INSURANCE PLAN | - | 1,808 | - | - | - |
| Math Works Inc. Flexible Benefit Plan | - | 364 | - | - | - |
| The Mathworks Inc. Welfare Benefit Plan | - | 1,258 | - | - | - |
| 2005 | 4 | 1,159 | $90,563,248 | $15,919,711 | $13,736iApproximate average salary by contribution assumption: employee only about $343,393 at 4% or $228,929 at 6%; with 50% employer match about $228,929 at 4% or $152,619 at 6%; with 100% employer match about $171,697 at 4% or $114,464 at 6%. |
| The Math Works 401K Retirement Plan | - | 1,007 | $90,563,248 | $15,919,711 | $15,809iApproximate average salary by contribution assumption: employee only about $395,226 at 4% or $263,484 at 6%; with 50% employer match about $263,484 at 4% or $175,656 at 6%; with 100% employer match about $197,613 at 4% or $131,742 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 1,067 | - | - | - |
| Math Works Inc. Flexible Benefit Plan | - | 283 | - | - | - |
| THE MATHWORKS, INC. LIFE, AD&D AND DENTAL GROUP INSURANCE PLAN | - | 1,159 | - | - | - |
| 2004 | 3 | 960 | $70,151,867 | $11,109,294 | $11,572iApproximate average salary by contribution assumption: employee only about $289,305 at 4% or $192,870 at 6%; with 50% employer match about $192,870 at 4% or $128,580 at 6%; with 100% employer match about $144,652 at 4% or $96,435 at 6%. |
| The Math Works 401K Retirement Plan | - | 942 | $70,151,867 | $11,109,294 | $11,793iApproximate average salary by contribution assumption: employee only about $294,833 at 4% or $196,555 at 6%; with 50% employer match about $196,555 at 4% or $131,037 at 6%; with 100% employer match about $147,416 at 4% or $98,278 at 6%. |
| THE MATHWORKS, INC. LIFE, AD&D AND DENTAL GROUP INSURANCE PLAN | - | 960 | - | - | - |
| Math Works Inc. Flexible Benefit Plan | - | 232 | - | - | - |
| 2003 | 4 | 818 | $52,622,058 | $10,511,478 | $12,850iApproximate average salary by contribution assumption: employee only about $321,255 at 4% or $214,170 at 6%; with 50% employer match about $214,170 at 4% or $142,780 at 6%; with 100% employer match about $160,628 at 4% or $107,085 at 6%. |
| The Math Works 401K Retirement Plan | - | 798 | $52,622,058 | $10,511,478 | $13,172iApproximate average salary by contribution assumption: employee only about $329,307 at 4% or $219,538 at 6%; with 50% employer match about $219,538 at 4% or $146,359 at 6%; with 100% employer match about $164,653 at 4% or $109,769 at 6%. |
| THE MATHWORKS, INC. LIFE, AD&D AND DENTAL GROUP INSURANCE PLAN | - | 818 | - | - | - |
| Math Works Inc. Flexible Benefit Plan | - | 317 | - | - | - |
| The Mathworks Inc. Welfare Benefit Plan | - | 791 | - | - | - |
| 2002 | 4 | 785 | $34,464,553 | $9,252,883 | $11,787iApproximate average salary by contribution assumption: employee only about $294,678 at 4% or $196,452 at 6%; with 50% employer match about $196,452 at 4% or $130,968 at 6%; with 100% employer match about $147,339 at 4% or $98,226 at 6%. |
| The Math Works 401K Retirement Plan | - | 775 | $34,464,553 | $9,252,883 | $11,939iApproximate average salary by contribution assumption: employee only about $298,480 at 4% or $198,987 at 6%; with 50% employer match about $198,987 at 4% or $132,658 at 6%; with 100% employer match about $149,240 at 4% or $99,493 at 6%. |
| THE MATHWORKS, INC. LIFE, AD&D AND DENTAL GROUP INSURANCE PLAN | - | 781 | - | - | - |
| The Mathworks Inc. Welfare Benefit Plan | - | 785 | - | - | - |
| Math Works Inc. Flexible Benefit Plan | - | 124 | - | - | - |
| 2001 | 3 | 792 | $30,307,595 | $7,249,024 | $9,153iApproximate average salary by contribution assumption: employee only about $228,820 at 4% or $152,547 at 6%; with 50% employer match about $152,547 at 4% or $101,698 at 6%; with 100% employer match about $114,410 at 4% or $76,273 at 6%. |
| The Math Works 401K Retirement Plan | - | 751 | $30,307,595 | $7,249,024 | $9,652iApproximate average salary by contribution assumption: employee only about $241,312 at 4% or $160,875 at 6%; with 50% employer match about $160,875 at 4% or $107,250 at 6%; with 100% employer match about $120,656 at 4% or $80,437 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 778 | - | - | - |
| THE MATHWORKS, INC. LIFE, AD&D AND DENTAL GROUP INSURANCE PLAN | - | 792 | - | - | - |
| 2000 | 3 | 644 | $0 | $0 | - |
| THE MATHWORKS, INC. LIFE, AD&D AND DENTAL GROUP INSURANCE PLAN | - | 644 | - | - | - |
| The Math Works 401K Retirement Plan | - | 556 | - | - | - |
| The Mathworks Inc. Welfare Benefit Plan | - | 575 | - | - | - |
| 1999 | 2 | 487 | $25,731,821 | $5,106,613 | $10,486iApproximate average salary by contribution assumption: employee only about $262,146 at 4% or $174,764 at 6%; with 50% employer match about $174,764 at 4% or $116,510 at 6%; with 100% employer match about $131,073 at 4% or $87,382 at 6%. |
| The Math Works 401K Retirement Plan | - | 487 | $25,731,821 | $5,106,613 | $10,486iApproximate average salary by contribution assumption: employee only about $262,146 at 4% or $174,764 at 6%; with 50% employer match about $174,764 at 4% or $116,510 at 6%; with 100% employer match about $131,073 at 4% or $87,382 at 6%. |
| The Mathworks Inc. Welfare Benefit Plan | - | 464 | - | - | - |