401(k) · DOL Form 5500 · 2022
Computershare US Services Inc. 401(k) Plan
Data updated 2026-08-25
- $522M
- Total assets Above avg plan size
- 6,317
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $82,609
- Avg per participant Below avg balance/head
Official DOL plan name: Computershare 401(k) Retirement Plan · Sponsored by Computershare US Services Inc. · Massachusetts · Finance & Insurance
$522M in assets, 6,317 participants
Computershare US Services Inc.'s Computershare 401(k) Retirement Plan reported $522M in total assets and 6,317 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #8,915 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Computershare 401(k) Retirement Plan covers 6,317 participants in Massachusetts, 9.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $522M.
- #8,915
- in Finance & Insurance (9,261 peers)
- -11.3%
- assets change YoY
- 5.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Computershare 401(k) Retirement Plan's outsized position by total assets
Computershare 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$521,839,803 Top 2% higher than 98% 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
Computershare 401(k) Retirement 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. Computershare 401(k) Retirement Plan lands in the large band (6,317 participants).
EBSA filing schedule strip
Filing strip 202974794 · Computershare US Services Inc. PY 2022 · 401(k)
Computershare 401(k) Retirement Plan · $522M · 6,317 · 98th
- BOY $522M
- BOY 6,317
- BOY 98th
- BOY 401(k)
- BOY near The Black Knight 401(k) Profit Sharing Plan
- BOY ind #8915
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Computershare 401(k) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $588M |
|---|---|
| Net Assets (End of Year) | $522M |
| Net Income | -$66M |
| Employer EIN | 202974794 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Computershare US Services Inc.)
Sponsor-wide plan assets over time
All Computershare US Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $635M 21.654680104959336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,317 | $522M |
| 2023 | 1 | 6,368 | $612M |
| 2024 | 1 | 5,902 | $635M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Scale composition for Computershare 401(k) Retirement Plan
Computershare 401(k) Retirement Plan reports $522M in end-of-year assets across 6,317 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $82,609 per participant (60% of the national average assets-per-participant) . Net income for plan year 2022 was -$66M.
This plan identity (EIN 202974794, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $522M to $635M (+21.7%) while covered participants moved from 6,317 to 5,902 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,317 | $522M | This page |
| 2023 | 6,368 | $612M | Open filing |
| 2024 · index core | 5,902 | $635M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Computershare 401(k) Retirement Plan (401(k), $635M, 5,902 participants)
Computershare 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is The Black Knight 401(k) Profit Sharing Plan in FL ($522M); by covered participants it is Apache Industrial Services 401(k) Retirement Plan in TX (6,315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($522M here).
- The Black Knight 401(k) Profit Sharing Plan (FL) $522M · 4,181
- American Axle & Manufacturing, Inc. Salaried Savings Plan (MI) $522M · 2,298
- Caremount Health Solutions Incentive Savings and Profit Sharing Plan (MN) $522M · 2,724
- Crowell & Moring LLP Retirement Plan (DC) $521M · 1,184
Similar participant headcount
Nearest other-state filings by covered participants (6,317 participants); asset peers above are excluded.
- Apache Industrial Services 401(k) Retirement Plan (TX) 6,315 · 2 off
- Apfs 401(k) Plan (IL) 6,319 · 2 off
- Leonardo Drs, Inc. 401(k) Plan (VA) 6,315 · 2 off
- Holcim (US) Inc. Retirement Savings Plan (MI) 6,315 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.