401(k) · DOL Form 5500 · 2023

Computershare US Services Inc. 401(k) Plan

Data updated 2026-08-11

$612M
Total assets
6,368
Participants
98th
Percentile by assets
$96,053
Avg per participant
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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.

  • 98th percentile by assets (of 127,072 plans)
  • #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.

$612M
total plan assets (2023 EOY)
6,368
covered participants
98th
percentile by assets (of 127,072 plans)
$96,053
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Computershare 401(k) Retirement Plan reports 6,368 participants - 9.7x that state average ($612M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$522M
Net Assets (End of Year)$612M
Net Income$90M
Employer EIN202974794
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Computershare US Services Inc.)

$500M$550M$600M$650M 202220232024 $522M $635M ▲ +21.7%
Total plan assets by year, all Computershare US Services Inc. plans on file
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.

Computershare 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Computershare 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants Computershare 401(k)…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
Computershare 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Computershare 401(k) Retirement Plan side-by-side with 3 peers →

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Computershare 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Computershare 401(k) Retirement Plan assets move in 2023? ▼
Computershare 401(k) Retirement Plan grew sharply - up 17.2% during 2023, from $522M to $612M. Reported net income was $90M.
How have Computershare US Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Computershare US Services Inc.'s sponsor-wide assets grew 21.7%, from $522M to $635M.
Where does Computershare 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Computershare 401(k) Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Computershare 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fenwick & West LLP 401(k) Retirement Savings Plan in CA ($612M, 1,225 participants).

Next read for Computershare 401(k) Retirement Plan

Filing takeaways

Ways to act on Computershare 401(k) Retirement Plan's numbers.

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 202974794.

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.