401(k) · DOL Form 5500 · 2024

Workrise Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,913
Participants Near avg headcount
88th
Percentile by assets National rank
$39,845
Avg per participant Low balance/head
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Official DOL plan name: Workrise Technologies, Inc. 401(k) Plan · Sponsored by Workrise Technologies, Inc. · Texas · Professional & Technical Services

$76M in assets, 1,913 participants

Workrise Technologies, Inc.'s Workrise Technologies, Inc. 401(k) Plan reported $76M in total assets and 1,913 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,035 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Workrise Technologies, Inc. 401(k) Plan covers 1,913 participants in Texas, 2.8x the typical Texas plan (state average ~688 per filing). Assets: $76M.

#18,035
in Professional & Technical Services (20,173 peers)
+27.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Workrise Technologies, Inc. 401(k) Plan's outsized position by total assets

Workrise Technologies, Inc. 401(k) Plan vs every filed plan by assets

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

$76,223,646 Top 12% higher than 88% 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

Workrise Technologies, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Workrise Technologies, Inc. 401(k) Plan lands in the large band (1,913 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Workrise Technologies, Inc. 401(k) Plan reported participants fell from 2,688 in the plan year 2023 filing to 1,913 in the plan year 2024 filing.
  • Workrise Technologies, Inc. 401(k) Plan end-of-year assets rose from $60M in the plan year 2023 filing to $76M in the plan year 2024 filing.
  • Workrise Technologies, Inc. 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 465175744 · Workrise Technologies, Inc. PY 2024 · 401(k)

Workrise Technologies, Inc. 401(k) Plan · $76M · 1,913 · 88th

  • PART $76M
  • TYPE 1,913
  • NET 88th
  • BOOK 401(k)
  • VS-ST near Quintairos Prieto Wood & Boyer P.a. 401(k) Plan
  • BOY ind #18035

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 Professional & Technical Services retirement plans → · Plans in Texas →

Workrise Technologies, Inc. 401(k) Plan in the asset neighbourhood

Little Rapids Corporation 401(k) and Retirement PlanLittle Rapids Corporation 40…$76MLoar Group Inc. 401(k) Plan$76MWorkrise Technologies, Inc. 401(k) PlanWorkrise Technologies, Inc. …$76MQuintairos Prieto Wood & Boyer P.a. 401(k) PlanQuintairos Prieto Wood & Boy…$76MU.S. Borax Inc. 401(k) Savings & Retirement Contribution Plan for Represented EmployeesU.S. Borax Inc. 401(k) Savin…$76M
End-of-year total assets ($M) among Workrise Technologies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$76M
Net Income$16M
Employer EIN465175744
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Workrise Technologies, Inc.)

Sponsor-wide plan assets over time

All Workrise Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$76M 63.28265729363651% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $46.7M $76.2M ▲ +63.3%
Year Plans Participants Total Assets
2022 1 5,033 $47M
2023 1 2,688 $60M
2024 1 1,913 $76M

Nearby 401(k) Plans in Texas

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

Workrise Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Workrise Technologies, Inc. 401(k) Plan, Total assets ($B): 0.076223646 · Participants: 1913Workrise Technologies, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Workrise Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Workrise Technologies, Inc. 401(k) Plan side-by-side with 3 peers →

Workrise Technologies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Quintairos Prieto Wood & Boyer P.a. 401(k) Plan in FL ($76M); by covered participants it is Wuxi Apptec, Inc. 401(k) Employee Retirement Plan in MN (1,913 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,913 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 Workrise Technologies, Inc. 401(k) Plan assets move in 2024? ▼
Workrise Technologies, Inc. 401(k) Plan grew sharply - up 27.3% during 2024, from $60M to $76M. Reported net income was $16M.
How have Workrise Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Workrise Technologies, Inc.'s sponsor-wide assets grew 63.3%, from $47M to $76M.
Where does Workrise Technologies, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Workrise Technologies, Inc. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Workrise Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quintairos Prieto Wood & Boyer P.a. 401(k) Plan in FL ($76M, 898 participants).
Which 401(k) plans cover a similar participant headcount to Workrise Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wuxi Apptec, Inc. 401(k) Employee Retirement Plan in MN (1,913 participants, $178M 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 465175744.

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.