401(k) · DOL Form 5500 · 2024
Workiva Inc. 401(k) Plan
Data updated 2026-08-06
- $189M
- Total assets
- 2,037
- Participants
- 94th
- Percentile by assets
- $92,634
- Avg per participant
Official DOL plan name: Workiva 401(k) Plan · Sponsored by Workiva Inc. · Iowa · Professional & Technical Services
$189M in assets, 2,037 participants
Workiva Inc.'s Workiva 401(k) Plan reported $189M in total assets and 2,037 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 116,472 plans)
- #18,624 in Professional & Technical Services (19,542 peers)
Coverage in Iowa
Workiva 401(k) Plan covers 2,037 participants in Iowa, 3.2x the typical Iowa plan (state average ~632 per filing). Assets: $189M.
- $189M
- total plan assets (2024 EOY)
- 2,037
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $92,634
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Workiva 401(k) Plan end-of-year assets rose from $140M in the plan year 2023 filing to $189M in the plan year 2024 filing.
- Workiva 401(k) Plan reported net income rose from $44M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- Workiva 401(k) Plan reported participants rose from 2,000 in the plan year 2023 filing to 2,037 in the plan year 2024 filing.
Participants vs Iowa filers
In Iowa, the average filing covers about 632 participants across 1,162 plans. Workiva 401(k) Plan reports 2,037 participants - 3.2x that state average ($189M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $189M |
| Net Income | $49M |
| Employer EIN | 472509828 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Workiva Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,789 | $99M |
| 2023 | 1 | 2,000 | $140M |
| 2024 | 1 | 2,037 | $189M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Workiva 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Workiva 401(k) Plan by total assets, not by location.
- Primesource Retirement Savings Plus Plan (TX) $189M · 2,068
- Rosendin Electric 401(k) Savings Plan (CA) $189M · 1,975
- N.a.N.I Physicians Services Profit Sharing and Retirement Saving Plan (IL) $189M · 577
- Tecta America Corp. Profit Sharing and 401(k) Plan (IL) $189M · 3,648
Frequently Asked Questions
How did Workiva 401(k) Plan assets move in 2024? ▼
How have Workiva Inc. plan assets changed over time? ▼
Where does Workiva 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Workiva 401(k) Plan? ▼
Next read for Workiva 401(k) Plan
Filing takeaways
Ways to act on Workiva 401(k) Plan's numbers.
- By total assets, Workiva 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Workiva Inc.'s sponsor-wide assets have grown 91.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans