401(k) · DOL Form 5500 · 2024

It Works Marketing, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
138
Participants Small participant base
59th
Percentile by assets National rank
$82,725
Avg per participant Below avg balance/head
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Official DOL plan name: The It Works! Global 401(k) Retirement & Profit Sharing Plan · Sponsored by It Works Marketing, Inc. · Florida · Retail Trade

$11M in assets, 138 participants

It Works Marketing, Inc.'s The It Works! Global 401(k) Retirement & Profit Sharing Plan reported $11M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,596 in Retail Trade (8,048 peers)

Coverage in Florida

The It Works! Global 401(k) Retirement & Profit Sharing Plan covers 138 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $11M.

#5,596
in Retail Trade (8,048 peers)
-0.0%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The It Works! Global 401(k) Retirement & Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

The It Works! Global 401(k) Retirement & Profit Sharing Plan vs every filed plan by assets

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

$11,416,113 Top 41% higher than 59% 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

The It Works! Global 401(k) Retirement & Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The It Works! Global 401(k) Retirement & Profit Sharing Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The It Works! Global 401(k) Retirement & Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$5K in the plan year 2024 filing.
  • The It Works! Global 401(k) Retirement & Profit Sharing Plan reported participants rose from 135 in the plan year 2023 filing to 138 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 383593692 · It Works Marketing, Inc. PY 2024 · 401(k)

The It Works! Global 401(k) Retirement & Profit Sharing Plan · $11M · 138 · 59th

  • PART $11M
  • TYPE 138
  • NET 59th
  • BOOK 401(k)
  • VS-ST near Heli-One (U.S.) Inc. and Affiliates Retirement Plan
  • BOY ind #5596

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 Retail Trade retirement plans → · Plans in Florida →

The It Works! Global 401(k) Retirement & Profit Sharing Plan in the asset neighbourhood

The It Works! Global 401(k) Retirement & Profit Sharing PlanThe It Works! Global 401(k) …$11MHeli-One (U.S.) Inc. and Affiliates Retirement PlanHeli-One (U.S.) Inc. and Aff…$11MShickel Corporation Retirement Savings PlanShickel Corporation Retireme…$11MUbt Bancshares, Inc. Profit Sharing/401(k) Plan and TrustUbt Bancshares, Inc. Profit …$11MComfort Systems of Virginia, Inc. 401(k) PlanComfort Systems of Virginia,…$11M
End-of-year total assets ($M) among The It Works! Global 401(k) Retirement & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$5K
Employer EIN383593692
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (It Works Marketing, Inc.)

Sponsor-wide plan assets over time

All It Works Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 15.083942098107888% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M$12M 202220232024 $9.92M $11.4M ▲ +15.1%
Year Plans Participants Total Assets
2022 1 138 $10M
2023 1 135 $11M
2024 1 138 $11M

Nearby 401(k) Plans in Florida

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

The It Works! Global 401(k) Retirement & Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The It Works! Global 401(k) Retirement & Profit Sharing Plan, Total assets ($B): 0.011416113 · Participants: 138The It Works! Global 401(k) Retirement & Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
The It Works! Global 401(k) Retirement & Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The It Works! Global 401(k) Retirement & Profit Sharing Plan side-by-side with 3 peers →

The It Works! Global 401(k) Retirement & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Heli-One (U.S.) Inc. and Affiliates Retirement Plan in TX ($11M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 The It Works! Global 401(k) Retirement & Profit Sharing Plan assets move in 2024? ▼
The It Works! Global 401(k) Retirement & Profit Sharing Plan held essentially flat - down 0.0% during 2024, from $11M to $11M. Reported net income was -$5K.
How have It Works Marketing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), It Works Marketing, Inc.'s sponsor-wide assets grew 15.1%, from $10M to $11M.
Which 401(k) plans are similar in size to The It Works! Global 401(k) Retirement & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heli-One (U.S.) Inc. and Affiliates Retirement Plan in TX ($11M, 49 participants).
Which 401(k) plans cover a similar participant headcount to The It Works! Global 401(k) Retirement & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants, $7M 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 383593692.

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.