401(k) · DOL Form 5500 · 2023
Workiva Inc. 401(k) Plan
Data updated 2026-08-25
- $140M
- Total assets Near avg plan size
- 2,000
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $69,987
- Avg per participant Below avg balance/head
Official DOL plan name: Workiva 401(k) Plan · Sponsored by Workiva Inc. · Iowa · Professional & Technical Services
$140M in assets, 2,000 participants
Workiva Inc.'s Workiva 401(k) Plan reported $140M in total assets and 2,000 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,190 in Professional & Technical Services (20,321 peers)
Coverage in Iowa
Workiva 401(k) Plan covers 2,000 participants in Iowa, 3.3x the typical Iowa plan (state average ~609 per filing). Assets: $140M.
- #19,190
- in Professional & Technical Services (20,321 peers)
- +41.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Workiva 401(k) Plan's outsized position by total assets
Workiva 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$139,973,303 Top 7% higher than 93% 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
Workiva 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. Workiva 401(k) Plan lands in the large band (2,000 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Workiva 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Workiva 401(k) Plan end-of-year assets rose from $99M in the plan year 2022 filing to $140M in the plan year 2023 filing.
- Workiva 401(k) Plan reported participants rose from 1,789 in the plan year 2022 filing to 2,000 in the plan year 2023 filing.
DOL schedule card
Filing strip 472509828 · Workiva Inc. PY 2023 · 401(k)
Workiva 401(k) Plan · $140M · 2,000 · 93rd
- PART $140M
- PART 2,000
- PART 93rd
- PART 401(k)
- PART near Enerpac Tool Group 401(k) Plan
- PART ind #19190
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 Iowa →
Workiva 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | $44M |
| Employer EIN | 472509828 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Workiva Inc.)
Sponsor-wide plan assets over time
All Workiva Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $189M 91.27299692823703% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,789 | $99M |
| 2023 | 1 | 2,000 | $140M |
| 2024 | 1 | 2,037 | $189M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Workiva 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Enerpac Tool Group 401(k) Plan in WI ($140M); by covered participants it is Local 298 Annuity Fund in NY (2,000 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($140M here).
- Enerpac Tool Group 401(k) Plan (WI) $140M · 636
- Midwest Anesthesia Partners LLC 401(k) P/S Plan (IL) $140M · 211
- Pgt Savings Plan (FL) $140M · 5,178
- Plaskolite, LLC. & Subsidiaries Amended and Restated Profit Sharing Plan (OH) $140M · 1,019
Similar participant headcount
Nearest other-state filings by covered participants (2,000 participants); asset peers above are excluded.
- Local 298 Annuity Fund (NY) 2,000 · 0 off
- Consolidated Personnel Services 401(k) Profit Sharing Plan (AZ) 1,999 · 1 off
- Conmed Corporation Retirement Savings Plan (FL) 2,002 · 2 off
- Mw&e Savings and Retirement Plan (IL) 1,998 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.