WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WORKSMART SYSTEMS, INC.

This 401(k) plan holds $259M in total assets and serves 5,477 participants as of 2023. It is sponsored by WORKSMART SYSTEMS, INC. in Indiana. The plan reported positive net income of $46M for the year.

Total Assets (2023)

$259M

Participants

5,477

State

Indiana

Industry

Professional & Technical Services

What the Filing Says About WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST

WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST is a 401(k) retirement plan sponsored by WORKSMART SYSTEMS, INC., headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $259M in total end-of-year assets and covers 5,477 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 352060071, and the plan has been effective since 1999-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $208M at the beginning of 2023 to $259M at year-end — a gain of 24.3%. Net assets (after liabilities) closed the year at $258M, with reported net income of $46M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$208M
Total Assets (End of Year)	$259M
Net Assets (End of Year)	$258M
Net Income	$46M
Plan Type	401(k)
Employer EIN	352060071
Plan Effective Date	1999-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (WORKSMART SYSTEMS, INC.)

Year	Plans	Participants	Total Assets
2022	1	5,236	$208M
2023	1	5,477	$259M
2024	1	6,153	$328M

Nearby 401(k) Plans in Indiana

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THE LILLY EMPLOYEE 401(K) PLAN $11.1B · 17,583
ELEVANCE HEALTH 401(K) PLAN $11.0B · 76,590
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IU HEALTH 401(K) SAVINGS PLAN $3.9B · 38,575
STEEL DYNAMICS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN $2.6B · 9,015

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Frequently Asked Questions

How much money is in the WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST? ▼

As of the 2023 Form 5500 filing, WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST holds $259M in total assets with 5,477 participants. It is sponsored by WORKSMART SYSTEMS, INC..

What type of plan is WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST? ▼

WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST is a 401(k) plan. It has been effective since 1999-07-01. The plan is filed with the U.S. Department of Labor under EIN 352060071.

Who sponsors the WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST? ▼

WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST is sponsored by WORKSMART SYSTEMS, INC., located in Indiana. The sponsor's EIN is 352060071 and the plan operates in the Professional & Technical Services industry.

How did WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST perform in 2023? ▼

WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST grew by 24.3% during 2023, moving from $208M to $259M in total assets. Net income was $46M.

Where can I find official filings for WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST? ▼

Official Form 5500 filings for WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 352060071 or plan name at efast.dol.gov.

How does WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST compare to other plans? ▼

You can compare WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.