401(k) · DOL Form 5500 · 2023

Officeworks, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
109
Participants Small participant base
66th
Percentile by assets National rank
$127,488
Avg per participant Near avg balance/head
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Official DOL plan name: Office Works, Inc. 401(k) Plan · Sponsored by Officeworks, Inc. · Massachusetts · Professional & Technical Services

$14M in assets, 109 participants

Officeworks, Inc.'s Office Works, Inc. 401(k) Plan reported $14M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,184 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Office Works, Inc. 401(k) Plan covers 109 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#13,184
in Professional & Technical Services (20,321 peers)
+45.3%
assets growth YoY

Office Works, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Office Works, Inc. 401(k) Plan vs every filed plan by assets

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

$13,896,201 Top 34% higher than 66% 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

Office Works, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Office Works, Inc. 401(k) Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Office Works, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Office Works, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Office Works, Inc. 401(k) Plan reported participants rose from 102 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043266064 · Officeworks, Inc. PY 2023 · 401(k)

Office Works, Inc. 401(k) Plan · $14M · 109 · 66th

  • PART $14M
  • TYPE 109
  • NET 66th
  • BOOK 401(k)
  • VS-ST near Bulk Handling Systems 401(k) Profit Sharing Plan
  • BOY ind #13184

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 Massachusetts →

Office Works, Inc. 401(k) Plan in the asset neighbourhood

Office Works, Inc. 401(k) PlanOffice Works, Inc. 401(k) Pl…$14MBulk Handling Systems 401(k) Profit Sharing PlanBulk Handling Systems 401(k)…$14MCountry Music Foundation Profit Sharing 401(k) PlanCountry Music Foundation Pro…$14MOle Media Services, Inc. Retirement PlanOle Media Services, Inc. Ret…$14MWaw 401(k) Plan$14M
End-of-year total assets ($M) among Office Works, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN043266064
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Officeworks, Inc.)

Sponsor-wide plan assets over time

All Officeworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 84.71395865694026% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.56M $17.7M ▲ +84.8%
Year Plans Participants Total Assets
2022 1 102 $10M
2023 1 109 $14M
2024 1 135 $18M

Nearby 401(k) Plans in Massachusetts

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

Office Works, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Office Works, Inc. 401(k) Plan, Total assets ($B): 0.013896201 · Participants: 109Office Works, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Office Works, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Office Works, Inc. 401(k) Plan side-by-side with 3 peers →

Office Works, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bulk Handling Systems 401(k) Profit Sharing Plan in OR ($14M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Office Works, Inc. 401(k) Plan assets move in 2023? ▼
Office Works, Inc. 401(k) Plan surged - up 45.3% during 2023, from $10M to $14M. Reported net income was $3M.
How have Officeworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Officeworks, Inc.'s sponsor-wide assets grew 84.7%, from $10M to $18M.
Which 401(k) plans are similar in size to Office Works, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bulk Handling Systems 401(k) Profit Sharing Plan in OR ($14M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Office Works, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 043266064.

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.