401(k) · DOL Form 5500 · 2022
Worksmart Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $208M
- Total assets Near avg plan size
- 5,236
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $39,717
- Avg per participant Low balance/head
Official DOL plan name: Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust · Sponsored by Worksmart Systems, Inc. · Indiana · Professional & Technical Services
$208M in assets, 5,236 participants
Worksmart Systems, Inc.'s Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust reported $208M in total assets and 5,236 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #20,878 in Professional & Technical Services (21,562 peers)
Coverage in Indiana
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust covers 5,236 participants in Indiana, 9.7x the typical Indiana plan (state average ~541 per filing). Assets: $208M.
- #20,878
- in Professional & Technical Services (21,562 peers)
- -0.8%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust's outsized position by total assets
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$207,960,256 Top 4% higher than 96% 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
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust'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. Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust lands in the large band (5,236 participants).
EBSA filing schedule strip
Filing strip 352060071 · Worksmart Systems, Inc. PY 2022 · 401(k)
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust · $208M · 5,236 · 96th
- TYPE $208M
- NET 5,236
- BOOK 96th
- VS-ST 401(k)
- BOY near Hormel Foods Corporation Tax Deferred Investment Plan B
- SCH ind #20878
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 Indiana →
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $210M |
|---|---|
| Net Assets (End of Year) | $208M |
| Net Income | -$20M |
| Employer EIN | 352060071 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Worksmart Systems, Inc.)
Sponsor-wide plan assets over time
All Worksmart Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $328M 57.59587687755106% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,236 | $208M |
| 2023 | 1 | 5,477 | $259M |
| 2024 | 1 | 6,153 | $328M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Scale composition for Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust reports $208M in end-of-year assets across 5,236 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $39,717 per participant (29% of the national average assets-per-participant) . Net income for plan year 2022 was -$20M.
This plan identity (EIN 352060071, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $208M to $328M (+57.6%) while covered participants moved from 5,236 to 6,153 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,236 | $208M | This page |
| 2023 | 5,477 | $259M | Open filing |
| 2024 · index core | 6,153 | $328M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust (401(k), $328M, 6,153 participants)
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Hormel Foods Corporation Tax Deferred Investment Plan B in MN ($208M); by covered participants it is Dealer Tire LLC 401(k) Savings Plan in OH (5,239 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($208M here).
- Hormel Foods Corporation Tax Deferred Investment Plan B (MN) $208M · 3,072
- National Education Association 401(k) Retirement Savings Plan (DC) $208M · 449
- The Npd Group L.P. 401(k) Plan (NY) $208M · 1,133
- Rolex Watch U.S.a., Inc. Profit Sharing Plan (NY) $208M · 528
Similar participant headcount
Nearest other-state filings by covered participants (5,236 participants); asset peers above are excluded.
- Dealer Tire LLC 401(k) Savings Plan (OH) 5,239 · 3 off
- Laz Karp Associates, LLC 401(k) Plan (CT) 5,240 · 4 off
- Central Florida Investments, Inc. 401(k) Savings and Retirement Plan (FL) 5,232 · 4 off
- Tempur Sealy 401(k) Retirement Plan (KY) 5,231 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.