Minitab 401(k) match, vesting and fees

Plan year 2025 filingMinitab, LLC 401(k) Retirement Plan · Plan 004 · EIN 25-1441947Updated Oct 2026

What Minitab's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $2.9M in employer contributions, about $5,777 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$295,089
Average account balance
519
Participants (end of year)
$150M
Plan assets (end of year)
0.03%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperT Rowe Price Rps IncSchedule C ↗
Independent auditorBaker Tilly US, LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.

Minitab: employer contribution per participant$5,777
Peer median$2,682
Minitab: average balance$295,089
Peer median$99,496
Minitab: admin expenses ÷ assets0.03%
Peer median0.18%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $123M at the end of plan year 2021 to $150M at the end of plan year 2025.

$123M2021$102M2022$114M2023$130M2024$150M2025
End-of-year figures from each plan year's Form 5500 filing for the Minitab plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025519$150M$2.9M$5,7770.03%Not publishedForm 5500 ↗
2024469$130M$2.7M$5,9100.03%Not publishedForm 5500 ↗
2023449$114M$2.3M$5,2720.04%Not publishedForm 5500 ↗
2022438$102M$1.7M$4,1820.03%Not publishedForm 5500 ↗
2021403$123M$1.6M$4,1350.03%Not publishedForm 5500 ↗

Common questions

Does Minitab match 401(k) contributions?

The match terms for the Minitab, LLC 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $2.9M in employer contributions, about $5,777 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Minitab 401(k) match vested?

The vesting schedule for the Minitab, LLC 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Minitab 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is T Rowe Price Rps Inc. The plan administrator is Minitab, LLC.

I left Minitab. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Minitab, LLC, (814) 753-3342) or the recordkeeper, T Rowe Price Rps Inc. The Minitab old 401(k) page lists the contacts from every plan filing. Find an old Minitab 401(k)

Data from the public Form 5500 annual reports Minitab filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Minitab. Not financial advice. Report a correction · Methodology