401(k) · DOL Form 5500 · 2023

Work, Community, Ind., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
315
Participants Below avg headcount
39th
Percentile by assets National rank
$11,487
Avg per participant Low balance/head
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Official DOL plan name: Work, Community, Independence, Inc. 401(k) Ps Plan and Trust · Sponsored by Work, Community, Ind., Inc. · Massachusetts · Healthcare & Social Assistance

$4M in assets, 315 participants

Work, Community, Ind., Inc.'s Work, Community, Independence, Inc. 401(k) Ps Plan and Trust reported $4M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,174 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Work, Community, Independence, Inc. 401(k) Ps Plan and Trust covers 315 participants in Massachusetts, about 48% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#7,174
in Healthcare & Social Assistance (17,684 peers)
+35.5%
assets growth YoY

Work, Community, Independence, Inc. 401(k) Ps Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Work, Community, Independence, Inc. 401(k) Ps Plan and Trust vs every filed plan by assets

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

$3,618,430 39th percentile higher than 39% 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, Community, Independence, Inc. 401(k) Ps Plan and Trust 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, Community, Independence, Inc. 401(k) Ps Plan and Trust sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Work, Community, Independence, Inc. 401(k) Ps Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Work, Community, Independence, Inc. 401(k) Ps Plan and Trust reported net income rose from $775K in the plan year 2022 filing to $948K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 237427897 · Work, Community, Ind., Inc. PY 2023 · 401(k)

Work, Community, Independence, Inc. 401(k) Ps Plan and Trust · $4M · 315 · 39th

  • TYPE $4M
  • TYPE 315
  • TYPE 39th
  • TYPE 401(k)
  • TYPE near J.B. Brown & Sons Profit Sharing Plan and Trust
  • TYPE ind #7174

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, Community, Independence, Inc. 401(k) Ps Plan and Trust in the asset neighbourhood

Work, Community, Independence, Inc. 401(k) Ps Plan and TrustWork, Community, Independenc…$4MJ.B. Brown & Sons Profit Sharing Plan and TrustJ.B. Brown & Sons Profit Sha…$4MInvestment Consulting Services Pooled Employer PlanInvestment Consulting Servic…$4MTorden LLC 401(k) Profit Sharing Plan and TrustTorden LLC 401(k) Profit Sha…$4MVocational Development Group, LLC 401(k) Profit Sharing Plan and TrustVocational Development Group…$4M
End-of-year total assets ($M) among Work, Community, Independence, Inc. 401(k) Ps Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$948K
Employer EIN237427897
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Work, Community, Ind., Inc.)

Sponsor-wide plan assets over time

All Work, Community, Ind., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 60.87223003072398% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.67M $4.3M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 312 $3M
2023 1 315 $4M
2024 1 320 $4M

Nearby 401(k) Plans in Massachusetts

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

Work, Community, Independence, Inc. 401(k) Ps Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Work, Community, Independence, Inc. 401(k) Ps Plan and Trust, Total assets ($B): 0.00361843 · Participants: 315Work, Community, Independence, Inc. 401(k) Ps Plan and TrustFidelity 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
Work, Community, Independence, Inc. 401(k) Ps Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Work, Community, Independence, Inc. 401(k) Ps Plan and Trust side-by-side with 3 peers →

Work, Community, Independence, Inc. 401(k) Ps Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is J.B. Brown & Sons Profit Sharing Plan and Trust in ME ($4M); by covered participants it is Surefire, LLC 401(k) Plan in CA (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Work, Community, Independence, Inc. 401(k) Ps Plan and Trust assets move in 2023? ▼
Work, Community, Independence, Inc. 401(k) Ps Plan and Trust surged - up 35.5% during 2023, from $3M to $4M. Reported net income was $948K.
How have Work, Community, Ind., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Work, Community, Ind., Inc.'s sponsor-wide assets grew 60.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Work, Community, Independence, Inc. 401(k) Ps Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is J.B. Brown & Sons Profit Sharing Plan and Trust in ME ($4M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Work, Community, Independence, Inc. 401(k) Ps Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Surefire, LLC 401(k) Plan in CA (315 participants, $20M 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 237427897.

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.