401(k) · DOL Form 5500 · 2024

Worksite, LLC 401(k) Plan

Data updated 2026-08-06

$17M
Total assets
2,399
Participants
67th
Percentile by assets
$7,201
Avg per participant
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Official DOL plan name: Worksite Retirement Savings Plan · Sponsored by Worksite, LLC · Florida · Administrative & Support Services

$17M in assets, 2,399 participants

Worksite, LLC's Worksite Retirement Savings Plan reported $17M in total assets and 2,399 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • 67th percentile by assets (of 116,472 plans)
  • #3,430 in Administrative & Support Services (4,162 peers)

Coverage in Florida

Worksite Retirement Savings Plan covers 2,399 participants in Florida, 3.8x the typical Florida plan (state average ~631 per filing). Assets: $17M.

$17M
total plan assets (2024 EOY)
2,399
covered participants
67th
percentile by assets (of 116,472 plans)
$7,201
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Worksite Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Worksite Retirement Savings Plan reported participants rose from 1,621 in the plan year 2023 filing to 2,399 in the plan year 2024 filing.
  • Worksite Retirement Savings Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Florida filers

In Florida, the average filing covers about 631 participants across 6,304 plans. Worksite Retirement Savings Plan reports 2,399 participants - 3.8x that state average ($17M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN464089747
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worksite, LLC)

$5M$10M$15M$20M 202220232024 $6.31M $17.3M ▲ +173.9%
Total plan assets by year, all Worksite, LLC plans on file
Year Plans Participants Total Assets
2022 1 654 $6M
2023 1 1,621 $11M
2024 1 2,399 $17M

Nearby 401(k) Plans in Florida

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

Worksite Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Worksite Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Worksite Retirement …L3harris Retirement …Savings Plan for Emp…Adp Totalsource Reti…Publix Super Markets…Nextera Energy, Inc.…
Worksite Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did Worksite Retirement Savings Plan assets move in 2024?
Worksite Retirement Savings Plan surged - up 59.4% during 2024, from $11M to $17M. Reported net income was $4M.
How have Worksite, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Worksite, LLC's sponsor-wide assets grew 173.9%, from $6M to $17M.
Which 401(k) plans are similar in size to Worksite Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Pritchard Industries, LLC 401(k) Profit Sharing Plan in NY ($17M, 3,388 participants).

Filing takeaways

Ways to act on Worksite Retirement Savings Plan's numbers.