401(k)
2022 plan-year 401(k) DOL Form 5500

Placeworks 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Placeworks, Inc. · California · Professional & Technical Services

What the 2023 filing shows

Placeworks 401(k) Plan holds $19M for 119 participants — about $159,504 per participant, down 16.4% over the 2022 plan year.

$19M
total plan assets (2022 EOY)
119
covered participants
$159,504
avg assets per participant
-16.4%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$19M
Participants
119
State
Industry
Professional & Technical Services

What the Filing Says About Placeworks 401(k) Plan

Placeworks 401(k) Plan is a 401(k) retirement plan sponsored by Placeworks, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 119 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 952975827, and the plan has been effective since 1986-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $19M at year-end — a decline of 16.4%. Net assets (after liabilities) closed the year at $19M, with reported net income of $-3,733,827 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$-3,733,827
Plan Type401(k)
Employer EIN952975827
Plan Effective Date1986-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Placeworks, Inc.)

Year Plans Participants Total Assets
2022 1 119 $19M
2023 2 264 $26M
2024 2 273 $29M

Nearby 401(k) Plans in California

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Placeworks 401(k) Plan?
As of the 2022 Form 5500 filing, Placeworks 401(k) Plan holds $19M in total assets with 119 participants. It is sponsored by Placeworks, Inc..
What type of plan is Placeworks 401(k) Plan?
Placeworks 401(k) Plan is a 401(k) plan. It has been effective since 1986-12-31. The plan is filed with the U.S. Department of Labor under EIN 952975827.
Who sponsors the Placeworks 401(k) Plan?
Placeworks 401(k) Plan is sponsored by Placeworks, Inc., located in California. The sponsor's EIN is 952975827 and the plan operates in the Professional & Technical Services industry.
How did Placeworks 401(k) Plan perform in 2022?
Placeworks 401(k) Plan declined by 16.4% during 2022, moving from $23M to $19M in total assets. Net income was $-3,733,827.
Where can I find official filings for Placeworks 401(k) Plan?
Official Form 5500 filings for Placeworks 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952975827 or plan name at efast.dol.gov.
How does Placeworks 401(k) Plan compare to other plans?
You can compare Placeworks 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 952975827.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.