Other · DOL Form 5500 · 2022
Workforce Resource, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 77
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $39,459
- Avg per participant Low balance/head
Official DOL plan name: Workforce Resource Tax Sheltered Annuity Plan · Sponsored by Workforce Resource, Inc. · Wisconsin · Other Services
$3M in assets, 77 participants
Workforce Resource, Inc.'s Workforce Resource Tax Sheltered Annuity Plan reported $3M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #5,228 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Workforce Resource Tax Sheltered Annuity Plan ranks #5,228 of 8,398 2022 filers by assets (661% of the sector average)-$3M for 77 participants.
- #5,228
- in Other Services (8,398 peers)
- -12.9%
- assets change YoY
The plan reported a net loss of $449K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Workforce Resource Tax Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers
Workforce Resource Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,038,359 41st percentile higher than 41% 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
Workforce Resource Tax Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Workforce Resource Tax Sheltered Annuity Plan is a small filing (77 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 391455735 · Workforce Resource, Inc. PY 2022 · Other
Workforce Resource Tax Sheltered Annuity Plan · $3M · 77 · 41st
- EBSA $3M
- PART 77
- TYPE 41st
- NET Other
- BOOK near Arkansas Support Network, Inc. 403(b)
- VS-ST ind #5228
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 Other Services retirement plans → · Plans in Wisconsin →
Workforce Resource Tax Sheltered Annuity Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$449K |
| Employer EIN | 391455735 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Workforce Resource, Inc.)
Sponsor-wide plan assets over time
All Workforce Resource, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 30.925608198372874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 77 | $3M |
| 2023 | 1 | 84 | $4M |
| 2024 | 1 | 96 | $4M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
Workforce Resource Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Arkansas Support Network, Inc. 403(b) in AR ($3M); by covered participants it is Virginia Episcopal School Defined Contribution Retirement Plan in VA (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.
- Virginia Episcopal School Defined Contribution Retirement Plan (VA) 77 · 0 off
- Redwood Day School Defined Contribution Retirement Plan (CA) 77 · 0 off
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff (NH) 77 · 0 off
- The Open Window School Defined Contribution Retirement Plan (WA) 77 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.