Other · DOL Form 5500 · 2024
Workforce Resource, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $41,437
- Avg per participant Low balance/head
Official DOL plan name: Workforce Resource Tax Sheltered Annuity Plan · Sponsored by Workforce Resource, Inc. · Wisconsin · Other Services
$4M in assets, 96 participants
Workforce Resource, Inc.'s Workforce Resource Tax Sheltered Annuity Plan reported $4M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #4,723 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Workforce Resource Tax Sheltered Annuity Plan ranks #4,723 of 7,719 2024 filers by assets (505% of the sector average)-$4M for 96 participants.
- #4,723
- in Other Services (7,719 peers)
- +12.3%
- assets growth YoY
Workforce Resource Tax Sheltered Annuity Plan's mid-pack asset rank among Other Services and all filers
Workforce Resource Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,977,990 38th percentile higher than 38% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Workforce Resource Tax Sheltered Annuity 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. Workforce Resource Tax Sheltered Annuity Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Workforce Resource Tax Sheltered Annuity Plan reported participants rose from 84 in the plan year 2023 filing to 96 in the plan year 2024 filing.
- Workforce Resource Tax Sheltered Annuity Plan reported net income fell from $505K in the plan year 2023 filing to $435K in the plan year 2024 filing.
- Workforce Resource Tax Sheltered Annuity Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 391455735 · Workforce Resource, Inc. PY 2024 · Other
Workforce Resource Tax Sheltered Annuity Plan · $4M · 96 · 38th
- RANK $4M
- PHOTO 96
- IND 38th
- EOY Other
- 5500 near Rainbow of Challenges, Inc. Retirement Plan
- ASSETS ind #4723
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 Other Services retirement plans → · Plans in Wisconsin →
Workforce Resource Tax Sheltered Annuity Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $435K |
| Employer EIN | 391455735 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Workforce Resource, Inc.)
Sponsor-wide plan assets over time
All Workforce Resource, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 30.925608198372874% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 77 | $3M |
| 2023 | 1 | 84 | $4M |
| 2024 | 1 | 96 | $4M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Workforce Resource Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Rainbow of Challenges, Inc. Retirement Plan in AR ($4M); by covered participants it is The Washington Latin School Defined Contribution Plan in DC (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 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.