How big is Office WORX Source Inc.'s plan?

Office WORX Source Inc.'s plan reported $2.4M in assets and 9 participants for 2025.

Original filing (PDF)20260424084438NAL0005817537001

Office WORX Source Inc.

Name: Office WORX Source Inc. — Office WORX Source Inc., Form 5500 (2025)
Creator: Office WORX Source Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Office WORX Source Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Office WORX Source Inc.'s Office WORX Source Inc. 401(k) Profit Sharing Plan & Trust held $2.4M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Office WORX Source Inc.'s EIN is 20-5249809.

EIN 20-5249809

Plan number 001

Plan year 2025

ACK ID 20260424084438NAL0005817537001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Office WORX Source Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Office WORX Source Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

OFFICE WORX SOURCE INC

EIN

all filings

Address

687 OLD WILLETS PATH · HAUPPAUGE, NY · 117884118

Phone

(631) 470-4277

Industry

Retail Trade

Plan administrator