401(k) · DOL Form 5500 · 2022

Workfusion, Inc. 401(k) Plan

Data updated 2026-08-25

$645K
Total assets Small plan by assets
122
Participants Small participant base
21st
Percentile by assets National rank
$5,286
Avg per participant Low balance/head
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Official DOL plan name: Workfusion, Inc. 401(k) Plan · Sponsored by Workfusion, Inc. · New York · Professional & Technical Services

$645K in assets, 122 participants

Workfusion, Inc.'s Workfusion, Inc. 401(k) Plan reported $645K in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,603 in Professional & Technical Services (21,562 peers)

Coverage in New York

Workfusion, Inc. 401(k) Plan covers 122 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $645K.

#3,603
in Professional & Technical Services (21,562 peers)
$645K
reported net income

Workfusion, Inc. 401(k) Plan among the smaller filed plans by assets

Workfusion, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$644,917 21st percentile higher than 21% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Workfusion, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Workfusion, Inc. 401(k) Plan sits mid-pack in the medium band (122 participants).

Plan-year Form 5500 strip

Filing strip 454148571 · Workfusion, Inc. PY 2022 · 401(k)

Workfusion, Inc. 401(k) Plan · $645K · 122 · 21st

  • EOY $645K
  • EOY 122
  • EOY 21st
  • EOY 401(k)
  • EOY near Lazana Corporation 401(k) Plan
  • EOY ind #3603

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 Professional & Technical Services retirement plans → · Plans in New York →

Workfusion, Inc. 401(k) Plan in the asset neighbourhood

Go Far, Inc. 401(k) Plan$645KWorkfusion, Inc. 401(k) Plan$645KLazana Corporation 401(k) PlanLazana Corporation 401(k) Pl…$645KJos. a. Bank 401(k) Plan$645KCenter for Applied Behavior Analysis 401(k) PlanCenter for Applied Behavior …$645K
End-of-year total assets ($M) among Workfusion, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$645K
Net Income$645K
Employer EIN454148571
Plan Effective Date2022-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Workfusion, Inc.)

Sponsor-wide plan assets over time

All Workfusion, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 1354.217364405032% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $0.64M $9.38M ▲ +1365.6%
Year Plans Participants Total Assets
2022 1 122 $645K
2023 1 131 $8M
2024 1 101 $9M

Nearby 401(k) Plans in New York

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

Workfusion, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Workfusion, Inc. 401(k) Plan, Total assets ($B): 0.000644917 · Participants: 122Workfusion, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Workfusion, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Workfusion, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lazana Corporation 401(k) Plan in FL ($645K); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($645K here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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.

Frequently Asked Questions

How have Workfusion, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Workfusion, Inc.'s sponsor-wide assets grew 1354.2%, from $645K to $9M.
Where does Workfusion, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Workfusion, Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Workfusion, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lazana Corporation 401(k) Plan in FL ($645K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Workfusion, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants, $7M in assets).