Other · DOL Form 5500 · 2024

Work, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
445
Participants Below avg headcount
50th
Percentile by assets National rank
$17,357
Avg per participant Low balance/head
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Official DOL plan name: Work, Inc. 403(b) Plan · Sponsored by Work, Inc. · Massachusetts · Healthcare & Social Assistance

$8M in assets, 445 participants

Work, Inc.'s Work, Inc. 403(b) Plan reported $8M in total assets and 445 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,330 in Healthcare & Social Assistance (16,916 peers)

Work, Inc. multi-year trail

Work, Inc.'s plans moved +25.1% in assets from 2022 to 2024; this filing shows Work, Inc. 403(b) Plan at $8M / 445 participants.

#9,330
in Healthcare & Social Assistance (16,916 peers)
+1.8%
assets growth YoY

Work, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Work, Inc. 403(b) Plan vs every filed plan by assets

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

$7,723,690 Top 50% higher than 50% 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

Work, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Work, Inc. 403(b) Plan sits mid-pack in the medium band (445 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Work, Inc. 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $138K in the plan year 2024 filing.
  • Work, Inc. 403(b) Plan reported participants fell from 455 in the plan year 2023 filing to 445 in the plan year 2024 filing.
  • Work, Inc. 403(b) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237100726 · Work, Inc. PY 2024 · Other

Work, Inc. 403(b) Plan · $8M · 445 · 50th

  • BOY $8M
  • BOY 445
  • BOY 50th
  • BOY Other
  • BOY near Third Street Family Health Services Retirement Plan
  • BOY ind #9330

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Work, Inc. 403(b) Plan in the asset neighbourhood

Soar365 Retirement Plan 403(b)Soar365 Retirement Plan 403(…$8MWork, Inc. 403(b) Plan$8MThird Street Family Health Services Retirement PlanThird Street Family Health S…$8MFaith Academy of Mobile Inc. 403b PlanFaith Academy of Mobile Inc.…$8M403b Thrift Plan for Employees of the Arc/Morris County Chapter (Nj), Inc.403b Thrift Plan for Employe…$8M
End-of-year total assets ($M) among Work, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Work, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Work, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.05535087501768% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.46M $9.33M ▲ +25.1%
Year Plans Participants Total Assets
2022 2 764 $7M
2023 2 781 $9M
2024 2 770 $9M

Work, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$138K
Employer EIN237100726
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Work, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Work, Inc. 403(b) Plan, Total assets ($B): 0.00772369 · Participants: 445Work, Inc. 403(b) PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Work, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Work, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Third Street Family Health Services Retirement Plan in OH ($8M); by covered participants it is Sourceamerica Tax Deferred Annuity Plan in VA (445 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (445 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 Work, Inc. 403(b) Plan assets move in 2024?
Work, Inc. 403(b) Plan edged up modestly - up 1.8% during 2024, from $8M to $8M. Reported net income was $138K.
How have Work, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Work, Inc.'s sponsor-wide assets grew 25.1%, from $7M to $9M.
Which Other plans are similar in size to Work, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Third Street Family Health Services Retirement Plan in OH ($8M, 259 participants).
Which Other plans cover a similar participant headcount to Work, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Sourceamerica Tax Deferred Annuity Plan in VA (445 participants, $135M in assets).