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Company:
The MathWorks, Inc.
Plan:
The MathWorks, Inc. 401k Retirement Plan
 

The MathWorks, Inc.

85 Plan: The MathWorks, Inc. 401k Retirement Plan

 
 
85
51
79
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (85) and the top rated plan (88) could equate to:
[How is this calculated?]
3 additional years of work
Up to $3,500 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

The MathWorks, Inc. 401k Retirement Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 85. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. The MathWorks, Inc. 401k Retirement Plan currently has over 2,400 active participants and over $312.9M in plan assets.


 Investment Menu Statistics

No. of Investment Options
22
Plan Average: 20
Largest Funds in this 401k: based on % allocation of assets
1. Oakmark Equity & Income 15%
2. Invesco Growth & Income 9%
3. Vanguard Institutional Index 9%

 Retirement Plan Details

Address 3 Apple Hill Drive
Natick, MA 01760-2098 
Industry Other Computer Related Services
Administrator Jeanne O'Keefe
Net Plan Assets $313,000,000
Total Participants 2,400
Avg Account Balance $130,000

  Plan Service Providers

Investment Adviser The PFE Group
Recordkeeper Charles Schwab
Auditor Feeley & Driscoll, P.C.