Other · DOL Form 5500 · 2023

Workforce Resource, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
84
Participants Small participant base
38th
Percentile by assets National rank
$42,183
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Workforce Resource Tax Sheltered Annuity Plan · Sponsored by Workforce Resource, Inc. · Wisconsin · Other Services

$4M in assets, 84 participants

Workforce Resource, Inc.'s Workforce Resource Tax Sheltered Annuity Plan reported $4M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,831 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Workforce Resource Tax Sheltered Annuity Plan ranks #4,831 of 7,857 2023 filers by assets (566% of the sector average)-$4M for 84 participants.

#4,831
in Other Services (7,857 peers)
+16.6%
assets growth YoY

Workforce Resource Tax Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers

Workforce Resource Tax Sheltered Annuity Plan vs every filed plan by assets

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

$3,543,406 38th percentile higher than 38% 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

Workforce Resource Tax Sheltered Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Workforce Resource Tax Sheltered Annuity Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Workforce Resource Tax Sheltered Annuity Plan reported net income rose from -$449K in the plan year 2022 filing to $505K in the plan year 2023 filing.
  • Workforce Resource Tax Sheltered Annuity Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Workforce Resource Tax Sheltered Annuity Plan reported participants rose from 77 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391455735 · Workforce Resource, Inc. PY 2023 · Other

Workforce Resource Tax Sheltered Annuity Plan · $4M · 84 · 38th

  • VS-ST $4M
  • VS-ST 84
  • VS-ST 38th
  • VS-ST Other
  • VS-ST near Emory Valley Center Employee Retirement Plan
  • VS-ST ind #4831

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 Other Services retirement plans → · Plans in Wisconsin →

Workforce Resource Tax Sheltered Annuity Plan in the asset neighbourhood

403(b) Thrift Plan of Eva's Village, Inc.403(b) Thrift Plan of Eva's …$4MEmployee Benefit Plan of Multi-Service CenterEmployee Benefit Plan of Mul…$4MClover Nola, Inc. Defined Contribution Retirement PlanClover Nola, Inc. Defined Co…$4MWorkforce Resource Tax Sheltered Annuity PlanWorkforce Resource Tax Shelt…$4MEmory Valley Center Employee Retirement PlanEmory Valley Center Employee…$4M
End-of-year total assets ($M) among Workforce Resource Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$505K
Employer EIN391455735
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Workforce Resource, Inc.)

Sponsor-wide plan assets over time

All Workforce Resource, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 30.925608198372874% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.04M $3.98M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 77 $3M
2023 1 84 $4M
2024 1 96 $4M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Workforce Resource Tax Sheltered Annuity Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Workforce Resource Tax Sheltered Annuity Plan, Total assets ($B): 0.003543406 · Participants: 84Workforce Resource Tax Sheltered Annuity PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Workforce Resource Tax Sheltered Annuity Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Workforce Resource Tax Sheltered Annuity Plan side-by-side with 3 peers →

Workforce Resource Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Emory Valley Center Employee Retirement Plan in TN ($4M); by covered participants it is Mayfield Senior School 403 (B) Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Workforce Resource Tax Sheltered Annuity Plan assets move in 2023? ▼
Workforce Resource Tax Sheltered Annuity Plan grew sharply - up 16.6% during 2023, from $3M to $4M. Reported net income was $505K.
How have Workforce Resource, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Workforce Resource, Inc.'s sponsor-wide assets grew 30.9%, from $3M to $4M.
Which Other plans are similar in size to Workforce Resource Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Emory Valley Center Employee Retirement Plan in TN ($4M, 271 participants).
Which Other plans cover a similar participant headcount to Workforce Resource Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Mayfield Senior School 403 (B) Plan in CA (84 participants, $16M 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 391455735.

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.