Other · DOL Form 5500 · 2023

Work, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
455
Participants Below avg headcount
53rd
Percentile by assets National rank
$16,673
Avg per participant Low balance/head
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Official DOL plan name: Work, Inc. 403(b) Plan · Sponsored by Work, Inc. · Massachusetts · Healthcare & Social Assistance

$8M in assets, 455 participants

Work, Inc.'s Work, Inc. 403(b) Plan reported $8M in total assets and 455 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,271 in Healthcare & Social Assistance (17,684 peers)

Work, Inc. multi-year trail

Work, Inc.'s plans moved +25.1% in assets from 2022 to 2024; this filing shows Work, Inc. 403(b) Plan at $8M / 455 participants.

#10,271
in Healthcare & Social Assistance (17,684 peers)
+24.1%
assets growth YoY

Work, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Work, Inc. 403(b) Plan vs every filed plan by assets

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

$7,586,173 Top 47% higher than 53% 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

Work, Inc. 403(b) 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. Work, Inc. 403(b) Plan sits mid-pack in the medium band (455 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Work, Inc. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Work, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Work, Inc. 403(b) Plan reported participants rose from 438 in the plan year 2022 filing to 455 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237100726 · Work, Inc. PY 2023 · Other

Work, Inc. 403(b) Plan · $8M · 455 · 53rd

  • BOOK $8M
  • VS-ST 455
  • BOY 53rd
  • SCH Other
  • EBSA near 403(b) Thrift Plan of Abilities Network, Inc.
  • PART ind #10271

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Work, Inc. 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of the Family Conservancy, Inc.403(b) Thrift Plan for Emplo…$8MArab American & Chaldean Council 403b Thrift PlanArab American & Chaldean Cou…$8MWork, Inc. 403(b) Plan$8M403(b) Thrift Plan of Abilities Network, Inc.403(b) Thrift Plan of Abilit…$8M401(k)Profit Sharing Plan for Employees of Navigator Credit Union401(k)Profit Sharing Plan fo…$8M
End-of-year total assets ($M) among Work, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Work, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Work, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.05535087501768% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.46M $9.33M ▲ +25.1%
Year Plans Participants Total Assets
2022 2 764 $7M
2023 2 781 $9M
2024 2 770 $9M

Work, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN237100726
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Work, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Work, Inc. 403(b) Plan, Total assets ($B): 0.007586173 · Participants: 455Work, Inc. 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Work, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Work, Inc. 403(b) Plan side-by-side with 3 peers →

Work, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan of Abilities Network, Inc. in MD ($8M); by covered participants it is United States Olympic and Paralympic Committee 403(b) Retirement Investment Plan in CO (455 participants). Same-state nearby plans are listed separately above.

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 Work, Inc. 403(b) Plan assets move in 2023? ▼
Work, Inc. 403(b) Plan grew sharply - up 24.1% during 2023, from $6M to $8M. Reported net income was $1M.
How have Work, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Work, Inc.'s sponsor-wide assets grew 25.1%, from $7M to $9M.
Which Other plans are similar in size to Work, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Abilities Network, Inc. in MD ($8M, 129 participants).
Which Other plans cover a similar participant headcount to Work, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is United States Olympic and Paralympic Committee 403(b) Retirement Investment Plan in CO (455 participants, $76M 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 237100726.

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.