Mathematica, Inc. 401(k) Plan: Login, Facts & Contact Information

Mathematica, Inc. 401(k) Plan Facts

Plan name
MATHEMATICA GROUP HOLDING INC. PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MATHEMATICA GROUP HOLDING INC.
Participants
2,378 (1,753 active employees)
Former employees with a balance
614
Plan assets
$477,465,559 at Dec 31, 2024
Average account balance
$201,292 across 2,372 accounts
Employer contributions
$6,036,818 in plan year 2024 (18% of all contributions)
Recordkeeper
John Hancock Retirement Plan Svcs
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 20, 1986
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $34.2 million went into the plan in contributions, $6.04 million of it from the employer (18%).
  • $39.2 million was paid out to participants.
  • Investment and other income added $57.8 million.
  • Administrative expenses were $161,764, about $68 per account.

How the Mathematica, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,581$289.7 million$8.12 million$15.4 million
20201,694$342.1 million$7.71 million$20.0 million
20211,817$398.9 million$7.54 million$21.1 million
20221,988$348.1 million$9.39 million$18.2 million
20232,225$424.7 million$10.9 million$24.4 million
20242,378$477.5 million$6.04 million$39.2 million

Mathematica, Inc. 401(k) Contact Information

Phone
609-799-3535
Mailing address
600 ALEXANDER PARK PO BOX 2393, PRINCETON NJ 085402393
Plan sponsor
MATHEMATICA GROUP HOLDING INC.
Employer identification number (EIN)
22-2675420
Plan number
002

Questions about the Mathematica, Inc. 401(k)

Does Mathematica, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $6.04 million, 18% of all contributions.

Does the Mathematica, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Mathematica, Inc 401(k) plan?

2,378 participants at the start of plan year 2024, 1,753 of them active employees, and 614 former employees who still had money in the plan.

What is the average 401(k) balance at Mathematica, Inc?

About $201,292 per account: $477.5 million in plan assets across 2,372 accounts with a balance at the end of plan year 2024.

Who manages the Mathematica, Inc 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK RETIREMENT PLAN SVCS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Mathematica, Inc. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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