401(k) · DOL Form 5500 · 2022
Worksmart Systems, Inc. 401(k) Plan
Data updated 2026-08-06
- $208M
- Total assets
- 5,236
- Participants
- 96th
- Percentile by assets
- $39,717
- Avg per participant
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.
- 96th percentile by assets (of 139,258 plans)
- #20,892 in Professional & Technical Services (21,577 peers)
Coverage in Indiana
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust covers 5,236 participants in Indiana, 9.4x the typical Indiana plan (state average ~555 per filing). Assets: $208M.
- $208M
- total plan assets (2022 EOY)
- 5,236
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $39,717
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 555 participants across 2,178 plans. Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust reports 5,236 participants - 9.4x that state average ($208M EOY assets).
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.)
| 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.
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.006% of 89,805,449 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust assets move in 2022? ▼
How have Worksmart Systems, Inc. plan assets changed over time? ▼
Where does Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust? ▼
Next read for Worksmart Systems, Inc. 401(k)Profit Sha…
Filing takeaways
Ways to act on Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust's numbers.
- By total assets, Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Worksmart Systems, Inc.'s sponsor-wide assets have grown 57.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans