401(k) · DOL Form 5500 · 2024
Worksmart Systems, Inc. 401(k) Plan
Data updated 2026-08-06
- $328M
- Total assets
- 6,153
- Participants
- 96th
- Percentile by assets
- $53,265
- Avg per participant
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.
- 96th percentile by assets (of 116,472 plans)
- #18,988 in Professional & Technical Services (19,542 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 ~555 per filing). Assets: $328M.
- $328M
- total plan assets (2024 EOY)
- 6,153
- covered participants
- 96th
- percentile by assets (of 116,472 plans)
- $53,265
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 555 participants across 2,178 plans. Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust reports 6,153 participants - 11x that state average ($328M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $259M |
|---|---|
| Net Assets (End of Year) | $327M |
| Net Income | $52M |
| Employer EIN | 352060071 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Worksmart Systems, Inc.)
| 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
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
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 $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust by total assets, not by location.
- Security Retirement Plan (WI) $328M · 860
- Watson Clinic LLP 401(k) Profit Sharing Plan (FL) $328M · 2,178
- Virginia Hospital Center 401(k) Plan (VA) $328M · 3,580
- Northwest Agc Chapters Retirement Plan (OR) $328M · 3,502
Frequently Asked Questions
How did Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust assets move in 2024? ▼
How have Worksmart Systems, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust's numbers.
- By total assets, Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Worksmart Systems, Inc.'s sponsor-wide assets have grown 57.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans