401(k) · DOL Form 5500 · 2023

Workato Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 400
Participants Below avg headcount: 74th
Percentile by assets National rank: $54,609
Avg per participant Low balance/head

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Official DOL plan name: Workato, Inc. 401(k) Plan · Sponsored by Workato Inc. · California · Professional & Technical Services

$22M in assets, 400 participants

Workato Inc.'s Workato, Inc. 401(k) Plan reported $22M in total assets and 400 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

#15,092 in Professional & Technical Services (20,321 peers)

Workato Inc. multi-year trail

Workato Inc.'s plans moved +125.5% in assets from 2022 to 2024; this filing shows Workato, Inc. 401(k) Plan at $22M / 400 participants.

#15,092
in Professional & Technical Services (20,321 peers): +68.1%
assets growth YoY

Workato, Inc. 401(k) Plan's outsized position by total assets

Workato, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,843,795 Top 26% higher than 74% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Workato, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Workato, Inc. 401(k) Plan sits mid-pack in the medium band (400 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Workato, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Workato, Inc. 401(k) Plan reported net income rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Workato, Inc. 401(k) Plan reported participants rose from 356 in the plan year 2022 filing to 400 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464341757 · Workato Inc. PY 2023 · 401(k)

Workato, Inc. 401(k) Plan · $22M · 400 · 74th

ASSETS $22M
ASSETS 400
ASSETS 74th
ASSETS 401(k)
ASSETS near Thomas Dodge, Chrysler, Jeep of Highland, Inc. Employees' 401(k) Plan
ASSETS ind #15092

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 California →

End-of-year total assets ($M) among Workato, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Workato Inc. multi-year asset trail

Latest sponsor-wide plan assets: $29M 125.45331661738004% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	356	$13M
2023	1	400	$22M
2024	1	328	$29M

Workato Inc. filing trail (2023)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$22M
Net Income	$9M
Employer EIN	464341757
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Workato, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Workato, Inc. 401(k) Plan side-by-side with 3 peers →

Workato, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Thomas Dodge, Chrysler, Jeep of Highland, Inc. Employees' 401(k) Plan in IN ($22M); by covered participants it is Bobcat North America, LLC in FL (400 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Thomas Dodge, Chrysler, Jeep of Highland, Inc. Employees' 401(k) Plan (IN) $22M · 202
Centroid Systems, LLC 401(k) Plan (MI) $22M · 119
Superior Technical Ceramics Corporation 401(k) Plan (VT) $22M · 184
Healix Savings Plan (TX) $22M · 417

Similar participant headcount

Nearest other-state filings by covered participants (400 participants); asset peers above are excluded.

Bobcat North America, LLC (FL) 400 · 0 off
Mascoma Bank 401(k) Profit Sharing Plan (NH) 400 · 0 off
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Arizona Autism United, Inc. (AZ) 400 · 0 off
Kirby Foods, Inc. 401(k) Plan (IL) 400 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Workato, Inc. 401(k) Plan assets move in 2023? ▼

Workato, Inc. 401(k) Plan surged - up 68.1% during 2023, from $13M to $22M. Reported net income was $9M.

How have Workato Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Workato Inc.'s sponsor-wide assets grew 125.5%, from $13M to $29M.

Which 401(k) plans are similar in size to Workato, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Thomas Dodge, Chrysler, Jeep of Highland, Inc. Employees' 401(k) Plan in IN ($22M, 202 participants).

Which 401(k) plans cover a similar participant headcount to Workato, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (400 participants, $260K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464341757.