401(k) · DOL Form 5500 · 2022
Schoolworks LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $138,210
- Avg per participant Near avg balance/head
Official DOL plan name: Schoolworks 401(k) Plan · Sponsored by Schoolworks LLC · Massachusetts · Educational Services
$2M in assets, 12 participants
Schoolworks LLC's Schoolworks 401(k) Plan reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 31st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #841 in Educational Services (4,024 peers)
Schoolworks LLC multi-year trail
Schoolworks LLC's plans moved +57.2% in assets from 2022 to 2024; this filing shows Schoolworks 401(k) Plan at $2M / 12 participants.
- #841
- in Educational Services (4,024 peers)
- -3.7%
- assets change YoY
The plan reported a net loss of $63K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Schoolworks 401(k) Plan among the smaller filed plans by assets
Schoolworks 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,658,524 31st percentile higher than 31% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Schoolworks 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schoolworks 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
DOL schedule card
Filing strip 043427693 · Schoolworks LLC PY 2022 · 401(k)
Schoolworks 401(k) Plan · $2M · 12 · 31st
- SCH $2M
- SCH 12
- SCH 31st
- SCH 401(k)
- SCH near Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan
- SCH ind #841
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Massachusetts →
Schoolworks 401(k) Plan in the asset neighbourhood
Schoolworks LLC multi-year asset trail
Sponsor-wide plan assets over time
All Schoolworks LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 57.15642342227185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $2M |
| 2023 | 1 | 23 | $2M |
| 2024 | 1 | 26 | $3M |
Schoolworks LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$63K |
| Employer EIN | 043427693 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Schoolworks 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Westchester Spine & Brain Surgery 401(k) Profit Sharing Plan in NY ($2M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.