401(k) · DOL Form 5500 · 2023

Workrise Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
2,688
Participants Above avg headcount
87th
Percentile by assets National rank
$22,273
Avg per participant Low balance/head
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Official DOL plan name: Workrise Technologies, Inc. 401(k) Plan · Sponsored by Workrise Technologies, Inc. · Texas · Professional & Technical Services

$60M in assets, 2,688 participants

Workrise Technologies, Inc.'s Workrise Technologies, Inc. 401(k) Plan reported $60M in total assets and 2,688 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,969 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Workrise Technologies, Inc. 401(k) Plan covers 2,688 participants in Texas, 3.9x the typical Texas plan (state average ~688 per filing). Assets: $60M.

#17,969
in Professional & Technical Services (20,321 peers)
+28.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Workrise Technologies, Inc. 401(k) Plan's outsized position by total assets

Workrise Technologies, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$59,870,343 Top 13% higher than 87% of 127,068 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 2023

Workrise Technologies, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Workrise Technologies, Inc. 401(k) Plan lands in the large band (2,688 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Workrise Technologies, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Workrise Technologies, Inc. 401(k) Plan reported participants fell from 5,033 in the plan year 2022 filing to 2,688 in the plan year 2023 filing.
  • Workrise Technologies, Inc. 401(k) Plan end-of-year assets rose from $47M in the plan year 2022 filing to $60M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 465175744 · Workrise Technologies, Inc. PY 2023 · 401(k)

Workrise Technologies, Inc. 401(k) Plan · $60M · 2,688 · 87th

  • SCH $60M
  • SCH 2,688
  • SCH 87th
  • SCH 401(k)
  • SCH near Replacements, Ltd. 401(k) Plan
  • SCH ind #17969

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 Professional & Technical Services retirement plans → · Plans in Texas →

Workrise Technologies, Inc. 401(k) Plan in the asset neighbourhood

Workrise Technologies, Inc. 401(k) PlanWorkrise Technologies, Inc. …$60MReplacements, Ltd. 401(k) PlanReplacements, Ltd. 401(k) Pl…$60MCasa Systems, Inc. 401(k) PlanCasa Systems, Inc. 401(k) Pl…$60MKeller Supply Company Profit Sharing 401(k) PlanKeller Supply Company Profit…$60MBel-Park Anesthesia Associates Retirement Savings PlanBel-Park Anesthesia Associat…$60M
End-of-year total assets ($M) among Workrise Technologies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$60M
Net Income$13M
Employer EIN465175744
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Workrise Technologies, Inc.)

Sponsor-wide plan assets over time

All Workrise Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$76M 63.28265729363651% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46.7M $76.2M ▲ +63.3%
Year Plans Participants Total Assets
2022 1 5,033 $47M
2023 1 2,688 $60M
2024 1 1,913 $76M

Nearby 401(k) Plans in Texas

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

Workrise Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Workrise Technologies, Inc. 401(k) Plan, Total assets ($B): 0.059870343 · Participants: 2688Workrise Technologies, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Workrise Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Workrise Technologies, Inc. 401(k) Plan side-by-side with 3 peers →

Workrise Technologies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Replacements, Ltd. 401(k) Plan in NC ($60M); by covered participants it is Lehigh Valley Health Network, Inc. 401(k) Savings Plan in PA (2,689 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,688 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Workrise Technologies, Inc. 401(k) Plan assets move in 2023? ▼
Workrise Technologies, Inc. 401(k) Plan grew sharply - up 28.3% during 2023, from $47M to $60M. Reported net income was $13M.
How have Workrise Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Workrise Technologies, Inc.'s sponsor-wide assets grew 63.3%, from $47M to $76M.
Where does Workrise Technologies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Workrise Technologies, Inc. 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Workrise Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Replacements, Ltd. 401(k) Plan in NC ($60M, 383 participants).
Which 401(k) plans cover a similar participant headcount to Workrise Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lehigh Valley Health Network, Inc. 401(k) Savings Plan in PA (2,689 participants, $185M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 465175744.

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.