401(k) · DOL Form 5500 · 2024

Worksite, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
2,399
Participants Above avg headcount
67th
Percentile by assets National rank
$7,201
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #3,606 in Administrative & Support Services (4,368 peers)

Coverage in Florida

Worksite Retirement Savings Plan covers 2,399 participants in Florida, 3.8x the typical Florida plan (state average ~628 per filing). Assets: $17M.

#3,606
in Administrative & Support Services (4,368 peers)
+59.4%
assets growth YoY

Worksite Retirement Savings Plan's outsized position by total assets

Worksite Retirement Savings Plan vs every filed plan by assets

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

$17,275,373 Top 33% higher than 67% 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

Worksite Retirement Savings 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. Worksite Retirement Savings Plan lands in the large band (2,399 participants).

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 →

Plan-year Form 5500 strip

Filing strip 464089747 · Worksite, LLC PY 2024 · 401(k)

Worksite Retirement Savings Plan · $17M · 2,399 · 67th

  • IND $17M
  • EOY 2,399
  • 5500 67th
  • ASSETS 401(k)
  • PCT near Pritchard Industries, LLC 401(k) Profit Sharing Plan
  • EIN ind #3606

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 Administrative & Support Services retirement plans → · Plans in Florida →

Worksite Retirement Savings Plan in the asset neighbourhood

Worksite Retirement Savings PlanWorksite Retirement Savings …$17MUpchurch Companies Retirement, LLC 401(k) PlanUpchurch Companies Retiremen…$17MPritchard Industries, LLC 401(k) Profit Sharing PlanPritchard Industries, LLC 40…$17MCprime, Inc. 401(k) Plan$17MAngstrom Automotive Group, LLC 401(k) PlanAngstrom Automotive Group, L…$17M
End-of-year total assets ($M) among Worksite Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Worksite, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 173.85708155343283% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.31M $17.3M ▲ +173.9%
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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Worksite Retirement Savings Plan, Total assets ($B): 0.017275373 · Participants: 2399Worksite Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Worksite Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Worksite Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Pritchard Industries, LLC 401(k) Profit Sharing Plan in NY ($17M); by covered participants it is Barnes & Noble Education 401(k) Plan in NJ (2,400 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,399 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 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).
Which 401(k) plans cover a similar participant headcount to Worksite Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Barnes & Noble Education 401(k) Plan in NJ (2,400 participants, $240M in assets).