401(k) · DOL Form 5500 · 2024

Computershare US Services Inc. 401(k) Plan

Data updated 2026-07-24

$635M
Total assets: 5,902
Participants: 98th
Percentile by assets: $107,564
Avg per participant

Official DOL plan name: Computershare 401(k) Retirement Plan · Sponsored by Computershare US Services Inc. · Massachusetts · Finance & Insurance

$635M in assets, 5,902 participants

Computershare US Services Inc.'s Computershare 401(k) Retirement Plan reported $635M in total assets and 5,902 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

Computershare 401(k) Retirement Plan covers 5,902 participants in Massachusetts, 9.2x the typical Massachusetts plan (state average ~641 per filing). Assets: $635M.

$635M
total plan assets (2024 EOY): 5,902
covered participants: 98th
percentile by assets (of 116,472 plans): $107,564
avg assets per participant

Computershare 401(k) Retirement Plan reported net income fell from $90M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Computershare 401(k) Retirement Plan reported participants fell from 6,368 in the plan year 2023 filing to 5,902 in the plan year 2024 filing.
Computershare 401(k) Retirement Plan end-of-year assets rose from $612M in the plan year 2023 filing to $635M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Computershare 401(k) Retirement Plan reports 5,902 participants - 9.2x that state average ($635M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$612M
Net Assets (End of Year)	$635M
Net Income	$23M
Employer EIN	202974794
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Computershare US Services Inc.)

Total plan assets by year, all Computershare US Services Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	6,317	$522M
2023	1	6,368	$612M
2024	1	5,902	$635M

Nearby 401(k) Plans in Massachusetts

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

Computershare 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Computershare 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Computershare 401(k) Retirement Plan by total assets, not by location.

Prohealth Retirement Savings Plan (WI) $635M · 5,197
The Daikin 401(k) Plan (TX) $635M · 11,674
Pixar Employee's 401(k) Retirement Plan (CA) $634M · 1,345
Ingram 401(k) Retirement Plan (TN) $634M · 5,542

Frequently Asked Questions

How did Computershare 401(k) Retirement Plan assets move in 2024? ▼

Computershare 401(k) Retirement Plan edged up modestly - up 3.8% during 2024, from $612M to $635M. Reported net income was $23M.

How have Computershare US Services Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Computershare US Services Inc.'s sponsor-wide assets grew 21.7%, from $522M to $635M.

Where does Computershare 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

Computershare 401(k) Retirement Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Computershare 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Prohealth Retirement Savings Plan in WI ($635M, 5,197 participants).

Next read for Computershare 401(k) Retirement Plan

Filing takeaways

Ways to act on Computershare 401(k) Retirement Plan's numbers.

By total assets, Computershare 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Computershare US Services Inc.'s sponsor-wide assets have grown 21.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 202974794.

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.