Back to filter
Original filing (PDF)20251015161024NAL0005084689001
WORLEY GROUP INC.
Form 5500
FILING_RECEIVED
WORLEY GROUP INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,779
Accounts w/ balance
6,174
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
32 pooled trusts
Schedule D
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORLEY GROUP INC..
Plan sponsor
Name
WORLEY GROUP INC.
EIN
94-2624994
Address
5995 ROGERDALE RD · HOUSTON, TX · 77072
Phone
(832) 877-2342
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT CONSULTING | 76-0696203 | — | INSURANCE REP/BROKER | $115K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $510K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
42 direct securities · 32 pooled funds· $1.8B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.1B
41 holdings
Common Collective Trust
$625.9M
30 holdings
Pooled Separate Account
$17.6M
2 holdings
Pooled Separate Accounts
$14.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $150.0M | 10.7% | |
| Vanguard Group Vanguard PRIMECAP Fund | — | — | — | $125.9M | 9.0% | |
| Group Annuity Contracts * Principal Life Insurance Company Principal Guaranteed Option | — | — | — | $114.3M | 8.1% | |
| Vanguard Group Vanguard Target Retirement 2045 Trust | — | — | — | $66.0M | 4.7% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $66.0M | 4.7% | |
| Vanguard Group Vanguard Mid-Cap Index Fund | — | — | — | $63.5M | 4.5% | |
| Vanguard Group Vanguard Target Retirement 2035 Trust | — | — | — | $60.6M | 4.3% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $60.6M | 4.3% | |
| JP Morgan JP Morgan Large Cap Fund | — | — | — | $57.9M | 4.1% | |
| Janus International Holding, LLC Janus Henderson Forty Fund | — | — | — | $46.7M | 3.3% | |
| Vanguard Group Vanguard Wellington Fund | — | — | — | $45.9M | 3.3% | |
| Vanguard Group Vanguard Target Retirement 2025 Trust | — | — | — | $45.7M | 3.3% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $45.7M | 3.3% | |
| Vanguard Group Vanguard Explorer Fund | — | — | — | $41.8M | 3.0% | |
| Vanguard Group Vanguard Target Retirement 2040 Trust | — | — | — | $36.6M | 2.6% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $36.6M | 2.6% | |
| Vanguard Group Vanguard Target Retirement 2030 Trust | — | — | — | $34.0M | 2.4% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $34.0M | 2.4% | |
| Vanguard Group Vanguard Small-Cap Index Fund | — | — | — | $33.0M | 2.3% | |
| Dodge and Cox Funds Dodge & Cox Stock Fund | — | — | — | $29.2M | 2.1% | |
| Vanguard Group Vanguard Target Retirement 2050 Trust | — | — | — | $28.6M | 2.0% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $28.6M | 2.0% | |
| Vanguard Group Vanguard Total Bond Market Index Fund | — | — | — | $26.9M | 1.9% | |
| VANGUARD INS TOT BD MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $26.9M | 1.9% | |
| PRINCIPAL LT 2040 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 004 | Common Collective Trust | — | — | $26.6M | 1.9% | |
| Fidelity Investments Fidelity Advisor High Income Advantage Fund | — | — | — | $25.1M | 1.8% | |
| PRINCIPAL LT 2030 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 003 | Common Collective Trust | — | — | $25.0M | 1.8% | |
| Vanguard Group Vanguard Target Retirement 2055 Trust | — | — | — | $19.6M | 1.4% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $19.6M | 1.4% | |
| Vanguard Group Vanguard Global Equity Fund | — | — | — | $18.0M | 1.3% | |
| Dodge and Cox Funds Dodge & Cox International Stock Fund | — | — | — | $17.1M | 1.2% | |
| Vanguard Group Vanguard Windsor II Fund | — | — | — | $16.6M | 1.2% | |
| PIMCO Funds PIMCO Income Institutional Fund | — | — | — | $16.2M | 1.2% | |
| PRINCIPAL LT 2050 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 005 | Common Collective Trust | — | — | $16.1M | 1.1% | |
| PIMCO Funds PIMCO Total Return Fund | — | — | — | $14.9M | 1.1% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $14.1M | 1.0% | |
| Vanguard Group Vanguard Target Retirement Income Trust | — | — | — | $14.1M | 1.0% | |
| s * Principal Life Insurance Company Principal Diversified International Fund | Pooled Separate Accounts | — | — | $14.0M | 1.0% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $14.0M | 1.0% | |
| PRINCIPAL LT 2020 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 002 | Common Collective Trust | — | — | $12.8M | 0.9% | |
| Macquarie Mid Cap Growth Fund | — | — | — | $12.6M | 0.9% | |
| Vanguard Group Vanguard Target Retirement 2020 Trust | — | — | — | $11.6M | 0.8% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $11.6M | 0.8% | |
| PRINCIPAL LT STRA INC FD TR II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 006 | Common Collective Trust | — | — | $11.2M | 0.8% | |
| Buffalo Funds Buffalo Small Cap Fund | — | — | — | $11.2M | 0.8% | |
| Vanguard Group Vanguard Energy Index Fund | — | — | — | $11.1M | 0.8% | |
| Party in Identity of Issue, Borrower, Description of (d) Current Interest Lessor, or Similar Party Investment Cost Value Mutual Funds Allspring Global Allspring Special Mid Cap Value ** $ | — | — | — | $11.0M | 0.8% | |
| Vanguard Group Vanguard Total International Stock Index Fund | — | — | — | $10.5M | 0.7% | |
| VANG INST TOT INTL STK IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $10.5M | 0.7% | |
| Vanguard Group Vanguard FTSE Social Index Admiral | — | — | — | $10.0M | 0.7% | |
| Notes receivable from participants Interest rates range: 4.25% - 9.50% - | — | — | — | $8.3M | 0.6% | |
| The American Funds American Funds New World Fund | — | — | — | $7.9M | 0.6% | |
| Vanguard Group Vanguard Utilities Index Fund | — | — | — | $7.9M | 0.6% | |
| Vanguard Group Vanguard Real Estate Index Fund | — | — | — | $7.0M | 0.5% | |
| Vanguard Group Vanguard Target Retirement 2060 Trust | — | — | — | $6.6M | 0.5% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.6M | 0.5% | |
| PRINCIPAL LT 2035 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 010 | Common Collective Trust | — | — | $5.1M | 0.4% | |
| WESTERN ASSET COR PL BD R1 FD GREAT GRAY TRUST COMPANY · EIN 82-4391232 / PN 374 | Common Collective Trust | — | — | $4.8M | 0.3% | |
| Victory Funds Victory Integrity Small-Cap Value Fund | — | — | — | $4.3M | 0.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $3.6M | 0.3% | |
| Vanguard Group Vanguard Target Retirement 2065 Trust | — | — | — | $3.4M | 0.2% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.2% | |
| PRINCIPAL LT 2025 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 009 | Common Collective Trust | — | — | $3.2M | 0.2% | |
| Dimensional Fund Advisors DFA International Sustainability Core | — | — | — | $2.1M | 0.1% | |
| PRINCIPAL LT 2060 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 007 | Common Collective Trust | — | — | $1.9M | 0.1% | |
| PRINCIPAL LT 2045 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 011 | Common Collective Trust | — | — | $1.8M | 0.1% | |
| PRINCIPAL LT 2055 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 012 | Common Collective Trust | — | — | $1.2M | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2070 Trust | — | — | — | $1.1M | <0.1% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| Principal Life Insurance Company Principal Pension Builder | — | — | — | $729K | <0.1% | |
| PRINCIPAL LT 2065 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 013 | Common Collective Trust | — | — | $623K | <0.1% | |
| PRINCIPAL LT 2070 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 014 | Common Collective Trust | — | — | $169K | <0.1% | |
| PRINCIPAL LT 2015 CIT TIER II PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 008 | Common Collective Trust | — | — | $132K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |