401(k) · DOL Form 5500 · 2023

Worksite, LLC. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,621
Participants Near avg headcount
60th
Percentile by assets National rank
$6,686
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Worksite Retirement Savings Plan · Sponsored by Worksite, LLC. · Florida · Administrative & Support Services

$11M in assets, 1,621 participants

Worksite, LLC.'s Worksite Retirement Savings Plan reported $11M in total assets and 1,621 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,414 in Administrative & Support Services (4,372 peers)

Coverage in Florida

Worksite Retirement Savings Plan covers 1,621 participants in Florida, 2.6x the typical Florida plan (state average ~628 per filing). Assets: $11M.

#3,414
in Administrative & Support Services (4,372 peers)
+71.8%
assets growth YoY

Worksite Retirement Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers

Worksite Retirement Savings Plan vs every filed plan by assets

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

$10,837,676 Top 40% higher than 60% 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

Worksite Retirement Savings 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. Worksite Retirement Savings Plan lands in the large band (1,621 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Worksite Retirement Savings Plan reported net income rose from $961K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Worksite Retirement Savings Plan reported participants rose from 654 in the plan year 2022 filing to 1,621 in the plan year 2023 filing.
  • Worksite Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464089747 · Worksite, LLC. PY 2023 · 401(k)

Worksite Retirement Savings Plan · $11M · 1,621 · 60th

  • EOY $11M
  • 5500 1,621
  • ASSETS 60th
  • PCT 401(k)
  • EIN near Godwin Manufacturing 401(k) Plan
  • RANK ind #3414

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 Administrative & Support Services retirement plans → · Plans in Florida →

Worksite Retirement Savings Plan in the asset neighbourhood

Worksite Retirement Savings PlanWorksite Retirement Savings …$11MGodwin Manufacturing 401(k) PlanGodwin Manufacturing 401(k) …$11MOakland Veterinary Referral Services 401(k) PlanOakland Veterinary Referral …$11MGcon 401(k) Plan$11MGaran 401(k) Plan$11M
End-of-year total assets ($M) among Worksite Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN464089747
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worksite, LLC.)

Sponsor-wide plan assets over time

All Worksite, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 173.85708155343283% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.31M $17.3M ▲ +173.9%
Year Plans Participants Total Assets
2022 1 654 $6M
2023 1 1,621 $11M
2024 1 2,399 $17M

Nearby 401(k) Plans in Florida

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

Worksite Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Worksite Retirement Savings Plan, Total assets ($B): 0.010837676 · Participants: 1621Worksite Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Worksite Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Worksite Retirement Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Godwin Manufacturing 401(k) Plan in NC ($11M); by covered participants it is Abt Electronics, Inc. 401(k) Retirement Savings Plan and Trust in IL (1,621 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,621 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 Worksite Retirement Savings Plan assets move in 2023? ▼
Worksite Retirement Savings Plan surged - up 71.8% during 2023, from $6M to $11M. Reported net income was $4M.
How have Worksite, LLC. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worksite, LLC.'s sponsor-wide assets grew 173.9%, from $6M to $17M.
Which 401(k) plans are similar in size to Worksite Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Godwin Manufacturing 401(k) Plan in NC ($11M, 320 participants).
Which 401(k) plans cover a similar participant headcount to Worksite Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Abt Electronics, Inc. 401(k) Retirement Savings Plan and Trust in IL (1,621 participants, $108M in assets).

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 464089747.

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.