401(k) · DOL Form 5500 · 2022

Workplace Options, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
356
Participants Below avg headcount
73rd
Percentile by assets National rank
$42,175
Avg per participant Low balance/head
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Official DOL plan name: Workplace Options, LLC Retirement Savings Plan · Sponsored by Workplace Options, LLC · North Carolina · Healthcare & Social Assistance

$15M in assets, 356 participants

Workplace Options, LLC's Workplace Options, LLC Retirement Savings Plan reported $15M in total assets and 356 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,461 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Workplace Options, LLC Retirement Savings Plan covers 356 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.

#15,461
in Healthcare & Social Assistance (20,060 peers)
+14.1%
assets growth YoY

Workplace Options, LLC Retirement Savings Plan's outsized position by total assets

Workplace Options, LLC Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,014,127 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Workplace Options, LLC Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Workplace Options, LLC Retirement Savings Plan sits mid-pack in the medium band (356 participants).

EBSA filing schedule strip

Filing strip 202699271 · Workplace Options, LLC PY 2022 · 401(k)

Workplace Options, LLC Retirement Savings Plan · $15M · 356 · 73rd

  • EOY $15M
  • EOY 356
  • EOY 73rd
  • EOY 401(k)
  • EOY near Transforce, Inc. 401(k) Plan
  • EOY ind #15461

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Workplace Options, LLC Retirement Savings Plan in the asset neighbourhood

Realself, Inc 401(k) Retirement PlanRealself, Inc 401(k) Retirem…$15MWorkplace Options, LLC Retirement Savings PlanWorkplace Options, LLC Retir…$15MTransforce, Inc. 401(k) Plan$15MGross Motors, Inc. Profit Sharing & 401(k) PlanGross Motors, Inc. Profit Sh…$15MLacoste USA Retirement Savings PlanLacoste USA Retirement Savin…$15M
End-of-year total assets ($M) among Workplace Options, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN202699271
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Workplace Options, LLC)

Sponsor-wide plan assets over time

All Workplace Options, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 25.39034866457755% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $29.2M $21.8M ▼ -25.4%
Year Plans Participants Total Assets
2022 2 697 $29M
2023 2 469 $19M
2024 2 496 $22M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Workplace Options, LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Workplace Options, LLC Retirement Savings Plan, Total assets ($B): 0.015014127 · Participants: 356Workplace Options, LLC Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Workplace Options, LLC Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Workplace Options, LLC Retirement Savings Plan side-by-side with 3 peers →

Workplace Options, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Transforce, Inc. 401(k) Plan in VA ($15M); by covered participants it is Kulicke and Soffa Industries, Inc. Incentive Savings Plan in PA (356 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (356 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Workplace Options, LLC Retirement Savings Plan assets move in 2022? ▼
Workplace Options, LLC Retirement Savings Plan grew at a solid clip - up 14.1% during 2022, from $13M to $15M. Reported net income was $2M.
How have Workplace Options, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Workplace Options, LLC's sponsor-wide assets declined 25.4%, from $29M to $22M.
Which 401(k) plans are similar in size to Workplace Options, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transforce, Inc. 401(k) Plan in VA ($15M, 2,978 participants).
Which 401(k) plans cover a similar participant headcount to Workplace Options, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kulicke and Soffa Industries, Inc. Incentive Savings Plan in PA (356 participants, $136M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202699271.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.