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
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
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.
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 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
| 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 EIN | 263359223 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Franklin Bank & Trust Company 401(k) Employee Stock Ownership Plan and Trust (KY) $20M · 77
- Graham Group US 401(k) Plan (WA) $20M · 287
- Redapt, Inc. Plan (WA) $20M · 157
- Schwarz Paving Co., Inc. 401(k) Savings Plan (OK) $20M · 319
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Ktm Industries Inc 401(k) Profit Sharing Plan & Trust (MI) 265 · 0 off
- Pat Obrien Chevrolet 401(k) Plan (OH) 265 · 0 off
- Lyell Immunopharma, Inc. 401(k) Plan (CA) 265 · 0 off
- Performance Systems Integration, LLC 401(k) Plan (OR) 265 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.