401(k) · DOL Form 5500 · 2023

Schoolworks LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
23
Participants Small participant base
31st
Percentile by assets National rank
$88,238
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Schoolworks 401(k) Plan · Sponsored by Schoolworks LLC · Massachusetts · Educational Services

$2M in assets, 23 participants

Schoolworks LLC's Schoolworks 401(k) Plan reported $2M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #734 in Educational Services (3,735 peers)

Schoolworks LLC multi-year trail

Schoolworks LLC's plans moved +57.2% in assets from 2022 to 2024; this filing shows Schoolworks 401(k) Plan at $2M / 23 participants.

#734
in Educational Services (3,735 peers)
+22.4%
assets growth YoY

Schoolworks 401(k) Plan among the smaller filed plans by assets

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

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

$2,029,476 31st percentile higher than 31% 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

Schoolworks 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schoolworks 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schoolworks 401(k) Plan reported net income rose from -$63K in the plan year 2022 filing to $371K in the plan year 2023 filing.
  • Schoolworks 401(k) Plan reported participants rose from 12 in the plan year 2022 filing to 23 in the plan year 2023 filing.
  • Schoolworks 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043427693 · Schoolworks LLC PY 2023 · 401(k)

Schoolworks 401(k) Plan · $2M · 23 · 31st

  • BOOK $2M
  • VS-ST 23
  • BOY 31st
  • SCH 401(k)
  • EBSA near Riley Spence Management Company 401(k) Plan
  • PART ind #734

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 Educational Services retirement plans → · Plans in Massachusetts →

Schoolworks 401(k) Plan in the asset neighbourhood

Schoolworks 401(k) Plan$2MRiley Spence Management Company 401(k) PlanRiley Spence Management Comp…$2MCpa Consulting Group LLP 401(k) Profit Sharing PlanCpa Consulting Group LLP 401…$2MHill Country Transit District 401(k) PlanHill Country Transit Distric…$2MBottle King 401(k) Plan$2M
End-of-year total assets ($M) among Schoolworks 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schoolworks LLC multi-year asset trail

Sponsor-wide plan assets over time

All Schoolworks LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 57.15642342227185% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.66M $2.61M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 23 $2M
2024 1 26 $3M

Schoolworks LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$371K
Employer EIN043427693
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Schoolworks 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Schoolworks 401(k) Plan, Total assets ($B): 0.002029476 · Participants: 23Schoolworks 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Schoolworks 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Schoolworks 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Riley Spence Management Company 401(k) Plan in MO ($2M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Schoolworks 401(k) Plan assets move in 2023? ▼
Schoolworks 401(k) Plan grew sharply - up 22.4% during 2023, from $2M to $2M. Reported net income was $371K.
How have Schoolworks LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schoolworks LLC's sponsor-wide assets grew 57.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Schoolworks 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riley Spence Management Company 401(k) Plan in MO ($2M, 454 participants).
Which 401(k) plans cover a similar participant headcount to Schoolworks 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 participants, N/A 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 043427693.

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.