401(k) · DOL Form 5500 · 2023

Workplace Options, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
364
Participants Below avg headcount
71st
Percentile by assets National rank
$50,511
Avg per participant Low balance/head
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Official DOL plan name: Workplace Options, LLC Ret Svgs Plan · Sponsored by Workplace Options, LLC · North Carolina · Healthcare & Social Assistance

$18M in assets, 364 participants

Workplace Options, LLC's Workplace Options, LLC Ret Svgs Plan reported $18M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,387 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Workplace Options, LLC Ret Svgs Plan covers 364 participants in North Carolina, about 44% of the average North Carolina filer (state average ~819 per filing). Assets: $18M.

#13,387
in Healthcare & Social Assistance (17,684 peers)
+29.9%
assets growth YoY

Workplace Options, LLC Ret Svgs Plan's outsized position by total assets

Workplace Options, LLC Ret Svgs Plan vs every filed plan by assets

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

$18,386,112 Top 29% higher than 71% 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

Workplace Options, LLC Ret Svgs 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. Workplace Options, LLC Ret Svgs Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Workplace Options, LLC Ret Svgs Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Workplace Options, LLC Ret Svgs Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Workplace Options, LLC Ret Svgs Plan reported participants rose from 341 in the plan year 2022 filing to 364 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202699271 · Workplace Options, LLC PY 2023 · 401(k)

Workplace Options, LLC Ret Svgs Plan · $18M · 364 · 71st

  • IND $18M
  • IND 364
  • IND 71st
  • IND 401(k)
  • IND near Jack B. Henderson Construction Company, Inc. 401(k) Profit Sharing Plan
  • IND ind #13387

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 North Carolina →

Workplace Options, LLC Ret Svgs Plan in the asset neighbourhood

Workplace Options, LLC Ret Svgs PlanWorkplace Options, LLC Ret S…$18MJack B. Henderson Construction Company, Inc. 401(k) Profit Sharing PlanJack B. Henderson Constructi…$18MLeader Dogs Employees 401(k) Profit Sharing PlanLeader Dogs Employees 401(k)…$18MNew Albany Company 401(k) PlanNew Albany Company 401(k) Pl…$18MCti Biopharma Corp. 401(k) PlanCti Biopharma Corp. 401(k) P…$18M
End-of-year total assets ($M) among Workplace Options, LLC Ret Svgs Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN202699271
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Workplace Options, LLC)

Sponsor-wide plan assets over time

All Workplace Options, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 25.39034866457755% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $29.2M $21.8M ▼ -25.4%
Year Plans Participants Total Assets
2022 2 697 $29M
2023 2 469 $19M
2024 2 496 $22M

Nearby 401(k) Plans in North Carolina

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

Workplace Options, LLC Ret Svgs Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Workplace Options, LLC Ret Svgs Plan, Total assets ($B): 0.018386112 · Participants: 364Workplace Options, LLC Ret Svgs PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Workplace Options, LLC Ret Svgs Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Workplace Options, LLC Ret Svgs Plan side-by-side with 3 peers →

Workplace Options, LLC Ret Svgs Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Jack B. Henderson Construction Company, Inc. 401(k) Profit Sharing Plan in NM ($18M); by covered participants it is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Workplace Options, LLC Ret Svgs Plan assets move in 2023? ▼
Workplace Options, LLC Ret Svgs Plan grew sharply - up 29.9% during 2023, from $14M to $18M. Reported net income was $4M.
How have Workplace Options, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Workplace Options, LLC's sponsor-wide assets declined 25.4%, from $29M to $22M.
Which 401(k) plans are similar in size to Workplace Options, LLC Ret Svgs Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jack B. Henderson Construction Company, Inc. 401(k) Profit Sharing Plan in NM ($18M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Workplace Options, LLC Ret Svgs Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants, $2M 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 202699271.

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.