401(k) · DOL Form 5500 · 2023

Workplace Elements 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
265
Participants Below avg headcount
73rd
Percentile by assets National rank
$75,087
Avg per participant Below avg balance/head
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Official DOL plan name: Workplace Elements 401(k) Savings Plan · Sponsored by Workplace Elements · Colorado · Wholesale Trade

$20M in assets, 265 participants

Workplace Elements's Workplace Elements 401(k) Savings Plan reported $20M in total assets and 265 participants in its 2023 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.

  • #4,383 in Wholesale Trade (6,309 peers)

Workplace Elements multi-year trail

Workplace Elements's plans moved +212.2% in assets from 2022 to 2024; this filing shows Workplace Elements 401(k) Savings Plan at $20M / 265 participants.

#4,383
in Wholesale Trade (6,309 peers)
+179.4%
assets growth YoY

Workplace Elements 401(k) Savings Plan's outsized position by total assets

Workplace Elements 401(k) Savings Plan vs every filed plan by assets

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

$19,898,166 Top 27% higher than 73% 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

Workplace Elements 401(k) Savings 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. Workplace Elements 401(k) Savings Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Workplace Elements 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Workplace Elements 401(k) Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Workplace Elements 401(k) Savings Plan reported participants rose from 109 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 263359223 · Workplace Elements PY 2023 · 401(k)

Workplace Elements 401(k) Savings Plan · $20M · 265 · 73rd

  • RANK $20M
  • PHOTO 265
  • IND 73rd
  • EOY 401(k)
  • 5500 near Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and Trust
  • ASSETS ind #4383

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 Wholesale Trade retirement plans → · Plans in Colorado →

Workplace Elements 401(k) Savings Plan in the asset neighbourhood

Workplace Elements 401(k) Savings PlanWorkplace Elements 401(k) Sa…$20MFranklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and TrustFranklin Bank & Trust Compan…$20MGraham Group US 401(k) Plan$20MRedapt, Inc. Plan$20MSchwarz Paving Co., Inc. 401(k) Savings PlanSchwarz Paving Co., Inc. 401…$20M
End-of-year total assets ($M) among Workplace Elements 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Workplace Elements multi-year asset trail

Sponsor-wide plan assets over time

All Workplace Elements plans reported in each filing year

Latest sponsor-wide plan assets
$22M 212.19661375931798% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.12M $22.2M ▲ +212.2%
Year Plans Participants Total Assets
2022 1 109 $7M
2023 1 265 $20M
2024 1 334 $22M

Workplace Elements filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN263359223
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Workplace Elements 401(k) Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Workplace Elements 401(k) Savings Plan, Total assets ($B): 0.019898166 · Participants: 265Workplace Elements 401(k) Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Workplace Elements 401(k) Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

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

Outside Colorado, the nearest 401(k) by assets is Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and Trust in KY ($20M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Workplace Elements 401(k) Savings Plan assets move in 2023?
Workplace Elements 401(k) Savings Plan surged - up 179.4% during 2023, from $7M to $20M. Reported net income was $2M.
How have Workplace Elements plan assets changed over time?
Across 3 plan years on file (2022-2024), Workplace Elements's sponsor-wide assets grew 212.2%, from $7M to $22M.
Which 401(k) plans are similar in size to Workplace Elements 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and Trust in KY ($20M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Workplace Elements 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants, N/A in assets).