401(k) · DOL Form 5500 · 2022

Workiva Inc. 401(k) Plan

Q: How did Workiva 401(k) Plan assets move in 2022?

Workiva 401(k) Plan grew at a solid clip - up 9.4% during 2022, from $90M to $99M. Reported net income was $6M.

Q: How have Workiva Inc. plan assets changed over time?

Across 3 plan years on file (2022-2024), Workiva Inc.'s sponsor-wide assets grew 91.3%, from $99M to $189M.

Q: Where does Workiva 401(k) Plan rank by assets among Form 5500 filers?

Workiva 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).

Q: Which 401(k) plans are similar in size to Workiva 401(k) Plan?

Among 401(k) plans in other states, the closest by assets is Cooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana) in OH ($99M, 1,605 participants).

Q: Which 401(k) plans cover a similar participant headcount to Workiva 401(k) Plan?

Among 401(k) plans in other states, the closest by covered participants is Emerus Retirement Savings Plan in TX (1,789 participants, $46M in assets).

Data updated 2026-08-25

$99M
Total assets Below avg plan size: 1,789
Participants Near avg headcount: 93rd
Percentile by assets National rank: $55,144
Avg per participant Low balance/head

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Official DOL plan name: Workiva 401(k) Plan · Sponsored by Workiva Inc. · Iowa · Professional & Technical Services

$99M in assets, 1,789 participants

Workiva Inc.'s Workiva 401(k) Plan reported $99M in total assets and 1,789 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

#20,216 in Professional & Technical Services (21,562 peers)

Coverage in Iowa

Workiva 401(k) Plan covers 1,789 participants in Iowa, 2.9x the typical Iowa plan (state average ~609 per filing). Assets: $99M.

#20,216
in Professional & Technical Services (21,562 peers): +9.4%
assets growth YoY: 1.0×
vs typical plan assets (national mean)

Workiva 401(k) Plan's outsized position by total assets

Workiva 401(k) Plan vs every filed plan by assets

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

$98,652,469 Top 7% higher than 93% 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

Workiva 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Workiva 401(k) Plan lands in the large band (1,789 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Published 5500 schedule card

Filing strip 472509828 · Workiva Inc. PY 2022 · 401(k)

Workiva 401(k) Plan · $99M · 1,789 · 93rd

EBSA $99M
EBSA 1,789
EBSA 93rd
EBSA 401(k)
EBSA near Cooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana)
EBSA ind #20216

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 Iowa →

End-of-year total assets ($M) among Workiva 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)	$90M
Net Assets (End of Year)	$96M
Net Income	$6M
Employer EIN	472509828
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Workiva Inc.)

Latest sponsor-wide plan assets: $189M 91.27299692823703% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,789	$99M
2023	1	2,000	$140M
2024	1	2,037	$189M

Nearby 401(k) Plans in Iowa

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

Workiva 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $3.6B · 12,201
Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
The Rsm US LLP Retirement Plan $2.3B · 13,793
Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262

Compare Workiva 401(k) Plan side-by-side with 3 peers →

Workiva 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Cooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana) in OH ($99M); by covered participants it is Emerus Retirement Savings Plan in TX (1,789 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($99M here).

Cooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana) (OH) $99M · 1,605
Drivetime 401(k) Plan (AZ) $99M · 4,547
Henny Penny Corporation Employees 401(k) Retirement Plan (OH) $99M · 1,001
Material 401(k) Profit Sharing Plan (CA) $99M · 1,190

Similar participant headcount

Nearest other-state filings by covered participants (1,789 participants); asset peers above are excluded.

Emerus Retirement Savings Plan (TX) 1,789 · 0 off
Enpro Industries, Inc. Retirement Savings Plan (NC) 1,790 · 1 off
Beam Suntory Retirement Savings Plan (IL) 1,788 · 1 off
Eliot Community Human Services, Inc. 401(k) Plan (MA) 1,790 · 1 off

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 did Workiva 401(k) Plan assets move in 2022? ▼

Workiva 401(k) Plan grew at a solid clip - up 9.4% during 2022, from $90M to $99M. Reported net income was $6M.

How have Workiva Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Workiva Inc.'s sponsor-wide assets grew 91.3%, from $99M to $189M.

Where does Workiva 401(k) Plan rank by assets among Form 5500 filers? ▼