401(k) · DOL Form 5500 · 2023
Computershare US Services Inc. 401(k) Plan
Data updated 2026-08-25
- $612M
- Total assets Above avg plan size
- 6,368
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $96,053
- Avg per participant Below avg balance/head
Official DOL plan name: Computershare 401(k) Retirement Plan · Sponsored by Computershare US Services Inc. · Massachusetts · Finance & Insurance
$612M in assets, 6,368 participants
Computershare US Services Inc.'s Computershare 401(k) Retirement Plan reported $612M in total assets and 6,368 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,532 in Finance & Insurance (8,869 peers)
Coverage in Massachusetts
Computershare 401(k) Retirement Plan covers 6,368 participants in Massachusetts, 9.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $612M.
- #8,532
- in Finance & Insurance (8,869 peers)
- +17.2%
- assets growth YoY
- 6.1×
- vs typical plan assets (national mean)
Computershare 401(k) Retirement Plan's outsized position by total assets
Computershare 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$611,662,483 Top 2% higher than 98% 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
Computershare 401(k) Retirement 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. Computershare 401(k) Retirement Plan lands in the large band (6,368 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Computershare 401(k) Retirement Plan reported net income rose from -$66M in the plan year 2022 filing to $90M in the plan year 2023 filing.
- Computershare 401(k) Retirement Plan end-of-year assets rose from $522M in the plan year 2022 filing to $612M in the plan year 2023 filing.
- Computershare 401(k) Retirement Plan reported participants rose from 6,317 in the plan year 2022 filing to 6,368 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 202974794 · Computershare US Services Inc. PY 2023 · 401(k)
Computershare 401(k) Retirement Plan · $612M · 6,368 · 98th
- BOOK $612M
- VS-ST 6,368
- BOY 98th
- SCH 401(k)
- EBSA near Fenwick & West LLP 401(k) Retirement Savings Plan
- PART ind #8532
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Computershare 401(k) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $522M |
|---|---|
| Net Assets (End of Year) | $612M |
| Net Income | $90M |
| Employer EIN | 202974794 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Computershare US Services Inc.)
Sponsor-wide plan assets over time
All Computershare US Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $635M 21.654680104959336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,317 | $522M |
| 2023 | 1 | 6,368 | $612M |
| 2024 | 1 | 5,902 | $635M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Scale composition for Computershare 401(k) Retirement Plan
Computershare 401(k) Retirement Plan reports $612M in end-of-year assets across 6,368 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $96,053 per participant (69% of the national average assets-per-participant) . Net income for plan year 2023 was $90M.
This plan identity (EIN 202974794, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $522M to $635M (+21.7%) while covered participants moved from 6,317 to 5,902 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,317 | $522M | Open filing |
| 2023 | 6,368 | $612M | This page |
| 2024 · index core | 5,902 | $635M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Computershare 401(k) Retirement Plan (401(k), $635M, 5,902 participants)
Computershare 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Fenwick & West LLP 401(k) Retirement Savings Plan in CA ($612M); by covered participants it is Cbiz, Inc. Retirement Savings Plan in OH (6,370 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($612M here).
- Fenwick & West LLP 401(k) Retirement Savings Plan (CA) $612M · 1,225
- Mars Deferred Compensation Plan (NJ) $612M · 440
- Hilti Retirement Savings Plan (OK) $611M · 3,520
- Guggenheim Services Retirement Savings Plan (IL) $611M · 2,123
Similar participant headcount
Nearest other-state filings by covered participants (6,368 participants); asset peers above are excluded.
- Cbiz, Inc. Retirement Savings Plan (OH) 6,370 · 2 off
- Tegna 401(k) Savings Plan (VA) 6,365 · 3 off
- Epiq 401(k) Retirement Plan (GA) 6,371 · 3 off
- Frontier Airlines, Inc. 401(k) Retirement Plan (CO) 6,374 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.