2023 Form 5500 filing — The Mathworks 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010091604NAL0011325603005) for The Mathworks 401(K) Retirement Plan, reported by The Mathworks, Inc. under EIN 94-2960235 and plan number 001. It reports 4,936 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010091604NAL0011325603005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mathworks, Inc.
- EIN
- 94-2960235
- Plan number
- 001
- Location
- Natick, MA
- Participants
- 4,936
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,502,647,697
- Net assets (EOY)
- $1,502,647,697
- Employer contributions
- $37,881,081
- Participant contributions
- $71,927,404
- Total income / additions
- $336,853,886
- Benefits paid
- $39,986,338
- Administrative expenses
- $543,396
- Total expenses
- $40,605,401
- Net increase / (decrease)
- $296,248,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $260,381 | not reported in the loaded dataset |
| Rocaton Investment Advisors LLC | NONE | $108,455 | not reported in the loaded dataset |
| Financial Finesse Inc | NONE | $85,020 | not reported in the loaded dataset |
| Bdo Usa Llp | NONE | $39,422 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $21,734 | $0 |
| Fisher Investments | NONE | $21,203 | not reported in the loaded dataset |
| Heritage Financial Services | NONE | $9,051 | not reported in the loaded dataset |
| Signature Estate & Investment | NONE | $7,152 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $5,928 | not reported in the loaded dataset |