401(k) · DOL Form 5500 · 2024

Worksmart Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$328M
Total assets Above avg plan size
6,153
Participants Above avg headcount
96th
Percentile by assets National rank
$53,265
Avg per participant Low balance/head
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Official DOL plan name: Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust · Sponsored by Worksmart Systems, Inc. · Indiana · Professional & Technical Services

$328M in assets, 6,153 participants

Worksmart Systems, Inc.'s Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust reported $328M in total assets and 6,153 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,583 in Professional & Technical Services (20,173 peers)

Coverage in Indiana

Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust covers 6,153 participants in Indiana, 11x the typical Indiana plan (state average ~541 per filing). Assets: $328M.

#19,583
in Professional & Technical Services (20,173 peers)
+26.7%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust's outsized position by total assets

Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust vs every filed plan by assets

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

$327,736,789 Top 4% higher than 96% 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

Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust'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. Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust lands in the large band (6,153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust end-of-year assets rose from $259M in the plan year 2023 filing to $328M in the plan year 2024 filing.
  • Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust reported net income rose from $46M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust reported participants rose from 5,477 in the plan year 2023 filing to 6,153 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 352060071 · Worksmart Systems, Inc. PY 2024 · 401(k)

Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust · $328M · 6,153 · 96th

  • PCT $328M
  • PCT 6,153
  • PCT 96th
  • PCT 401(k)
  • PCT near Security Retirement Plan
  • PCT ind #19583

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 Professional & Technical Services retirement plans → · Plans in Indiana →

Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust in the asset neighbourhood

Northwest Agc Chapters Retirement PlanNorthwest Agc Chapters Retir…$328MWatson Clinic LLP 401(k) Profit Sharing PlanWatson Clinic LLP 401(k) Pro…$328MWorksmart Systems, Inc. 401(k)Profit Sharing Plan and TrustWorksmart Systems, Inc. 401(…$328MSecurity Retirement Plan$328MVirginia Hospital Center 401(k) PlanVirginia Hospital Center 401…$328M
End-of-year total assets ($M) among Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$259M
Net Assets (End of Year)$327M
Net Income$52M
Employer EIN352060071
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worksmart Systems, Inc.)

Sponsor-wide plan assets over time

All Worksmart Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$328M 57.59587687755106% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $208M $328M ▲ +57.6%
Year Plans Participants Total Assets
2022 1 5,236 $208M
2023 1 5,477 $259M
2024 1 6,153 $328M

Nearby 401(k) Plans in Indiana

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

Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -5051015 Total assets ($B) Participants Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust, Total assets ($B): 0.327736789 · Participants: 6153Worksmart Systems, Inc. 401(k)Profit Sharing Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust side-by-side with 3 peers →

Scale composition for Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust

Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust reports $328M in end-of-year assets across 6,153 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $53,265 per participant (39% of the national average assets-per-participant) . Net income for plan year 2024 was $52M.

This plan identity (EIN 352060071, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $208M to $328M (+57.6%) while covered participants moved from 5,236 to 6,153 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,236 $208M Open filing
2023 5,477 $259M Open filing
2024 · index core 6,153 $328M This page

Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Security Retirement Plan in WI ($328M); by covered participants it is Valmont Employee Retirement Savings Plan in NE (6,155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($328M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,153 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 Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust assets move in 2024? ▼
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust grew sharply - up 26.7% during 2024, from $259M to $328M. Reported net income was $52M.
How have Worksmart Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worksmart Systems, Inc.'s sponsor-wide assets grew 57.6%, from $208M to $328M.
Where does Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust ranks in the 96th percentile by end-of-year assets among 123,622 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 Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Security Retirement Plan in WI ($328M, 860 participants).
Which 401(k) plans cover a similar participant headcount to Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Valmont Employee Retirement Savings Plan in NE (6,155 participants, $665M in assets).

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 352060071.

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.