401(k) · DOL Form 5500 · 2023

Scaleworks, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 108
Participants Small participant base: 34th
Percentile by assets National rank: $25,090
Avg per participant Low balance/head

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Official DOL plan name: Scaleworks 401(k) Plan · Sponsored by Scaleworks, Inc. · Texas · Professional & Technical Services

$3M in assets, 108 participants

Scaleworks, Inc.'s Scaleworks 401(k) Plan reported $3M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

#6,282 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Scaleworks 401(k) Plan covers 108 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#6,282
in Professional & Technical Services (20,321 peers): -6.0%
assets change YoY

Scaleworks 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Scaleworks 401(k) Plan vs every filed plan by assets

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

$2,709,742 34th percentile higher than 34% of 127,068 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Scaleworks 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scaleworks 401(k) Plan sits mid-pack in the medium band (108 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Scaleworks 401(k) Plan reported net income rose from -$335K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Scaleworks 401(k) Plan reported participants fell from 202 in the plan year 2022 filing to 108 in the plan year 2023 filing.
Scaleworks 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611734482 · Scaleworks, Inc. PY 2023 · 401(k)

Scaleworks 401(k) Plan · $3M · 108 · 34th

PART $3M
TYPE 108
NET 34th
BOOK 401(k)
VS-ST near Best Buy Puerto Rico Retirement Savings Plan
BOY ind #6282

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 →

End-of-year total assets ($M) among Scaleworks 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$1M
Employer EIN	611734482
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Scaleworks, Inc.)

Latest sponsor-wide plan assets: $4M 23.59187684176815% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	202	$3M
2023	1	108	$3M
2024	1	175	$4M

Nearby 401(k) Plans in Texas

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

Scaleworks 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Scaleworks 401(k) Plan side-by-side with 3 peers →

Scaleworks 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Best Buy Puerto Rico Retirement Savings Plan in MN ($3M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Best Buy Puerto Rico Retirement Savings Plan (MN) $3M · 282
Hchv 401(k) Trust (AR) $3M · 12
Fusionsite Services LLC 401(k) Plan (TN) $3M · 423
John Anthony Matthews Jr 401(k) Profit Sharing Plan & Trust (CA) $3M · 5

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.

Winstar Farm 401(k) Plan (KY) 108 · 0 off
University Athletic Association 403b Plan (FL) 108 · 0 off
Wayne Densch, Inc. 401(k) Plan (FL) 108 · 0 off
Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust (WA) 108 · 0 off

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 Scaleworks 401(k) Plan assets move in 2023? ▼

Scaleworks 401(k) Plan pulled back noticeably - down 6.0% during 2023, from $3M to $3M. Reported net income was $1M.

How have Scaleworks, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Scaleworks, Inc.'s sponsor-wide assets grew 23.6%, from $3M to $4M.

Which 401(k) plans are similar in size to Scaleworks 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Best Buy Puerto Rico Retirement Savings Plan in MN ($3M, 282 participants).

Which 401(k) plans cover a similar participant headcount to Scaleworks 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 611734482.