How big is Work, Inc.'s plan?

Work, Inc.'s plan reported $7.7M in assets and 445 participants for 2024.

Original filing (PDF)20251013092400NAL0000923105001

Work, Inc.

Name: Work, Inc. — Work, Inc. 403(b) Plan, Form 5500 (2024)
Creator: Work, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Work, Inc. 403(b) Plan

403(b) retirement plan · Work, Inc.'s Work, Inc. 403(b) Plan held $7.7M in plan assets for 445 participants in 2024, with Fidelity as recordkeeper.

Active participants

445

Accounts w/ balance

155

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan identifiers

Work, Inc.'s EIN is 23-7100726.

EIN 23-7100726

Plan number 002

Plan year 2024

ACK ID 20251013092400NAL0000923105001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Work, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Work, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORK, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

133 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Helping the score

Below-peer total plan cost (94th percentile).

Plan sponsor

Name

WORK, INC.

EIN

all filings

Address

25 BEACH STREET · DORCHESTER, MA · 021222734

Phone

(617) 691-1505

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS	04-2647786	CINCINNATI, OH	RECORDKEEPER	$1K	—
VOYA RETIREMENT INSURANCE AND ANNUI	70-0294708	HARTFORD, CT	SERVICE PROVIDER	$0	—
VOYA MUTUAL FUNDS	95-4516049	HARTFORD, CT	INV PRODUCT PROVIDER	$0	—

Investments

133 direct securities · 1 pooled fund· $9.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$3.7M

75 holdings

Pooled Separate Account

$2.7M

1 holding

Pooled Separate Accounts

$2.0M

52 holdings

Other securities

$1.1M

5 holdings

Common Collective Trusts

$122K

1 holding

					% of plan
VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$2.7M	35.2%
Fidelity Freedom Index 2035 IPR Mutual Fund	Mutual Funds	—	—	$591K	7.7%
Fidelity VIP Contrafund Portfolio - I Separate Account	Pooled Separate Accounts	—	—	$569K	7.4%
Fidelity Government Cash Reserve Money Market Fund	Mutual Funds	—	—	$520K	6.7%
Voya Short Term Guaranteed Accumulation Account Unallocated Contract	Other securities	—	—	$475K	6.1%
Fidelity Freedom 2040 Mutual Fund	Mutual Funds	—	—	$448K	5.8%
Voya Fixed Plus Account II Unallocated Contract	Other securities	—	—	$444K	5.7%
Fidelity Freedom 2025 Mutual Fund	Mutual Funds	—	—	$328K	4.2%
Voya Solution 2035 Portfolio - Srv Separate Account	Pooled Separate Accounts	—	—	$188K	2.4%
Fidelity Freedom 2035 Mutual Fund	Mutual Funds	—	—	$169K	2.2%
Fidelity Freedom 2030 Mutual Fund	Mutual Funds	—	—	$157K	2.0%
Voya Fixed Account (4550) Unallocated Contract	Other securities	—	—	$154K	2.0%
Fidelity Dividend Growth Mutual Fund	Mutual Funds	—	—	$136K	1.8%
Fidelity Blue Chip Growth Mutual Fund	Mutual Funds	—	—	$134K	1.7%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$122K	1.6%
American Funds Growth Fund R4 Separate Account	Pooled Separate Accounts	—	—	$109K	1.4%
Voya T. Rowe Price Growth Equity Portfolio - Initial Class Separate Account	Pooled Separate Accounts	—	—	$93K	1.2%
Fidelity Freedom 2045 Mutual Fund	Mutual Funds	—	—	$85K	1.1%
Voya JPMorgan Mid Cap Value Portfolio - Srv Separate Account	Pooled Separate Accounts	—	—	$79K	1.0%
American Funds EuroPacific R4 Separate Account	Pooled Separate Accounts	—	—	$79K	1.0%
Voya Index Plus Large Cap Portfolio - Class I Separate Account	Pooled Separate Accounts	—	—	$78K	1.0%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$74K	1.0%
American Funds Wash Mutual R4 Separate Account	Pooled Separate Accounts	—	—	$72K	0.9%
Fidelity Asset Manager 70% Mutual Fund	Mutual Funds	—	—	$69K	0.9%
Voya Invesco Comstock Portfolio - Srv Separate Account	Pooled Separate Accounts	—	—	$69K	0.9%
Voya Small Cap Opportunities Prt I Separate Account	Pooled Separate Accounts	—	—	$66K	0.9%
Fidelity Growth Company Mutual Fund	Mutual Funds	—	—	$61K	0.8%
Voya Global Insights Port Init Separate Account	Pooled Separate Accounts	—	—	$61K	0.8%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$57K	0.7%
Fidelity Select Semiconduct Mutual Fund	Mutual Funds	—	—	$50K	0.7%
Fidelity Capital Appreciation Mutual Fund	Mutual Funds	—	—	$46K	0.6%
Fidelity Equity Diversified Income Mutual Fund	Mutual Funds	—	—	$46K	0.6%
Voya T. Rowe Price Diversified Mid Cap Growth Portfolio I Separate Account	Pooled Separate Accounts	—	—	$42K	0.5%
Fidelity VIP Equity-Income Portfolio - I Separate Account	Pooled Separate Accounts	—	—	$42K	0.5%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$40K	0.5%
Voya Long Term Guaranteed Accumulation Account Unallocated Contract	Other securities	—	—	$38K	0.5%
Fidelity Freedom 2050 Mutual Fund	Mutual Funds	—	—	$37K	0.5%
Fidelity Freedom 2020 Mutual Fund	Mutual Funds	—	—	$36K	0.5%
Fidelity Select Technology Mutual Fund	Mutual Funds	—	—	$36K	0.5%
American Century Inflation Adjust Bond Separate Account	Pooled Separate Accounts	—	—	$35K	0.5%
Fidelity Balanced Mutual Fund	Mutual Funds	—	—	$33K	0.4%
Fidelity Puritan Mutual Fund	Mutual Funds	—	—	$29K	0.4%
Voya Invesco Equity and Income Portfolio I Separate Account	Pooled Separate Accounts	—	—	$29K	0.4%
Fidelity Freedom 2010 Mutual Fund	Mutual Funds	—	—	$27K	0.3%
Fidelity Blue Chip Value Mutual Fund	Mutual Funds	—	—	$27K	0.3%
Fidelity Government Money Market Premium Money Market Fund	Mutual Funds	—	—	$25K	0.3%
Voya Index Plus Mid Cap Portfolio - Class I Separate Account	Pooled Separate Accounts	—	—	$24K	0.3%
Invesco V.I. Core Equity Fund - Series I Shares Separate Account	Pooled Separate Accounts	—	—	$24K	0.3%
Fidelity Select Energy Mutual Fund	Mutual Funds	—	—	$24K	0.3%
Voya Small Company Portfolio - Class I Separate Account	Pooled Separate Accounts	—	—	$24K	0.3%