401(k) · DOL Form 5500 · 2024
Computershare US Services Inc. 401(k) Plan
Data updated 2026-08-25
- $635M
- Total assets Above avg plan size
- 5,902
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $107,564
- Avg per participant Below avg balance/head
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.
- #8,196 in Finance & Insurance (8,549 peers)
Coverage in Massachusetts
Computershare 401(k) Retirement Plan covers 5,902 participants in Massachusetts, 9.0x the typical Massachusetts plan (state average ~659 per filing). Assets: $635M.
- #8,196
- in Finance & Insurance (8,549 peers)
- +3.8%
- assets growth YoY
- 6.4×
- vs typical plan assets (national mean)
Computershare 401(k) Retirement Plan's outsized position by total assets
Computershare 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$634,842,543 Top 2% higher than 98% 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
Computershare 401(k) Retirement 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. Computershare 401(k) Retirement Plan lands in the large band (5,902 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 202974794 · Computershare US Services Inc. PY 2024 · 401(k)
Computershare 401(k) Retirement Plan · $635M · 5,902 · 98th
- BOOK $635M
- VS-ST 5,902
- BOY 98th
- SCH 401(k)
- EBSA near Prohealth Retirement Savings Plan
- PART ind #8196
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Computershare 401(k) Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Computershare US Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $635M 21.654680104959336% vs 2022
- 2024 filing year
| 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.
- 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
Scale composition for Computershare 401(k) Retirement Plan
Computershare 401(k) Retirement Plan reports $635M in end-of-year assets across 5,902 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $107,564 per participant (78% of the national average assets-per-participant) . Net income for plan year 2024 was $23M.
This plan identity (EIN 202974794, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $522M to $635M (+21.7%) while covered participants moved from 6,317 to 5,902 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,317 | $522M | Open filing |
| 2023 | 6,368 | $612M | Open filing |
| 2024 · index core | 5,902 | $635M | This page |
Computershare 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Prohealth Retirement Savings Plan in WI ($635M); by covered participants it is Rich's 401(k) Plan in NY (5,902 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($635M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,902 participants); asset peers above are excluded.
- Rich's 401(k) Plan (NY) 5,902 · 0 off
- Stripe, Inc. 401(k) Plan (CA) 5,904 · 2 off
- Homeservices Retirement Savings Plan (MN) 5,900 · 2 off
- Legacy Healthcare 401(k) Retirement Plan (IL) 5,898 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.