401(k) · DOL Form 5500 · 2022
Workiva Inc. 401(k) Plan
Data updated 2026-08-11
- $99M
- Total assets
- 1,789
- Participants
- 93rd
- Percentile by assets
- $55,144
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $99M
- total plan assets (2022 EOY)
- 1,789
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $55,144
- avg assets per participant
Where Workiva 401(k) Plan sits 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
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Workiva 401(k) Plan reports 1,789 participants - 2.9x that state average ($99M EOY assets).
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.)
| 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Workiva 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Workiva 401(k) Plan assets move in 2022? ▼
How have Workiva Inc. plan assets changed over time? ▼
Where does Workiva 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Workiva 401(k) Plan? ▼
Next read for Workiva 401(k) Plan
Filing takeaways
Ways to act on Workiva 401(k) Plan's numbers.
- By total assets, Workiva 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Workiva Inc.'s sponsor-wide assets have grown 91.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans