How big is Social Security Works' plan?

Social Security Works' plan reported $838K in assets and 15 participants for 2024.

Original filing (PDF)20250912115534NAL0000803283001

Social Security Works

Name: Social Security Works — Social Security Works, Form 5500 (2024)
Creator: Social Security Works
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Social Security Works Retirement Fund

401(k) retirement plan · Social Security Works' Social Security Works Retirement Fund held $838K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$838K

Net assets (EOY)

$838K

People on this filing

Michael Phelan signed Social Security Works' 2024 Form 5500 as plan administrator.

Michael Phelan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Social Security Works' EIN is 46-1373125.

EIN 46-1373125

Plan number 001

Plan year 2024

ACK ID 20250912115534NAL0000803283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Social Security Works from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Social Security Works' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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