401(k) · DOL Form 5500 · 2024

Schoolworks LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
32nd
Percentile by assets National rank
$100,249
Avg per participant Below avg balance/head
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Official DOL plan name: Schoolworks 401(k) Plan · Sponsored by Schoolworks LLC · Massachusetts · Educational Services

$3M in assets, 26 participants

Schoolworks LLC's Schoolworks 401(k) Plan reported $3M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #728 in Educational Services (3,638 peers)

Schoolworks LLC multi-year trail

Schoolworks LLC's plans moved +57.2% in assets from 2022 to 2024; this filing shows Schoolworks 401(k) Plan at $3M / 26 participants.

#728
in Educational Services (3,638 peers)
+28.4%
assets growth YoY

Schoolworks 401(k) Plan among the smaller filed plans by assets

Schoolworks 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,606,477 32nd percentile higher than 32% of 123,620 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 2024

Schoolworks 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schoolworks 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schoolworks 401(k) Plan reported net income rose from $371K in the plan year 2023 filing to $577K in the plan year 2024 filing.
  • Schoolworks 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Schoolworks 401(k) Plan reported participants rose from 23 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043427693 · Schoolworks LLC PY 2024 · 401(k)

Schoolworks 401(k) Plan · $3M · 26 · 32nd

  • RANK $3M
  • RANK 26
  • RANK 32nd
  • RANK 401(k)
  • RANK near Leader 401(k) Plan
  • RANK ind #728

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 Educational Services retirement plans → · Plans in Massachusetts →

Schoolworks 401(k) Plan in the asset neighbourhood

Schoolworks 401(k) Plan$3MLeader 401(k) Plan$3MVantedge Partners LP 401(k) Profit Sharing Plan & TrustVantedge Partners LP 401(k) …$3MClose to My Heart 401(k) Plan$3ME-Jay Plastics Co. 401(k) Profit Sharing PlanE-Jay Plastics Co. 401(k) Pr…$3M
End-of-year total assets ($M) among Schoolworks 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Schoolworks LLC multi-year asset trail

Sponsor-wide plan assets over time

All Schoolworks LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 57.15642342227185% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.66M $2.61M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 23 $2M
2024 1 26 $3M

Schoolworks LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$577K
Employer EIN043427693
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Schoolworks 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Schoolworks 401(k) Plan, Total assets ($B): 0.002606477 · Participants: 26Schoolworks 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Schoolworks 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Schoolworks 401(k) Plan side-by-side with 3 peers →

Schoolworks 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Leader 401(k) Plan in MD ($3M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Schoolworks 401(k) Plan assets move in 2024? ▼
Schoolworks 401(k) Plan grew sharply - up 28.4% during 2024, from $2M to $3M. Reported net income was $577K.
How have Schoolworks LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schoolworks LLC's sponsor-wide assets grew 57.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Schoolworks 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Leader 401(k) Plan in MD ($3M, 433 participants).
Which 401(k) plans cover a similar participant headcount to Schoolworks 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043427693.

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.