401(k) · DOL Form 5500 · 2022
Computershare US Services Inc. 401(k) Plan
Data updated 2026-08-11
- $522M
- Total assets
- 6,317
- Participants
- 98th
- Percentile by assets
- $82,609
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $522M
- total plan assets (2022 EOY)
- 6,317
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $82,609
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Computershare 401(k) Retirement Plan reports 6,317 participants - 9.6x that state average ($522M EOY assets).
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.)
| 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.
Computershare 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Computershare 401(k) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Computershare 401(k) Retirement Plan assets move in 2022? ▼
How have Computershare US Services Inc. plan assets changed over time? ▼
Where does Computershare 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Computershare 401(k) Retirement Plan? ▼
Next read for Computershare 401(k) Retirement Plan
Filing takeaways
Ways to act on Computershare 401(k) Retirement Plan's numbers.
- By total assets, Computershare 401(k) Retirement Plan 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 Massachusetts. Compare plans
- Computershare US Services Inc.'s sponsor-wide assets have grown 21.7% since 2022 across 3 plan years on file. More Finance & Insurance plans