How big is The Work Institute, LLC's plan?

The Work Institute, LLC's plan reported $2.7M in assets and 19 participants for 2024.

Original filing (PDF)20250820111034NAL0005980690001

The Work Institute, LLC

Name: The Work Institute, LLC — The Work Institute, LLC, Form 5500 (2024)
Creator: The Work Institute, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Work Institute, LLC 401(k) Plan

401(k) retirement plan · The Work Institute, LLC's The Work Institute, LLC 401(k) Plan held $2.7M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Anne Powers signed The Work Institute, LLC's 2024 Form 5500 as plan administrator.

Anne Powers — 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

The Work Institute, LLC's EIN is 62-1865431.

EIN 62-1865431

Plan number 001

Plan year 2024

ACK ID 20250820111034NAL0005980690001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Work Institute, LLC's 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 THE WORK INSTITUTE, LLC.

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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