Worldwide Techservices Retirement Savings Plan — Form 5500 plan (Worldwide Techservices, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Worldwide Techservices Retirement Savings Plan is a benefit plan reported by Worldwide Techservices, LLC under EIN 13-4114547 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,747 participants and $57,070,337 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$57.1MPlan net assets, end of year$57,070,337
Participants1.7KCovered participants reported1,747
Assets / participant$32.7KComputed: assets ÷ participants$32,668 (computed)
Provider compensation$10.7K1 Schedule C provider row(s)$10,684
- Plan sponsor
- Worldwide Techservices, LLC
- EIN
- 13-4114547
- Plan number
- 001
- Plan type
- 2
- Location
- North Billerica, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,747 | H, C | 20241010100751NAL0011360931001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$57.1M total assets
Net assets$57.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $57,070,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,070,337
- Net assets (BOY)
- $55,212,279
Income & contributions
- Employer contributions
- $397,946
- Participant contributions
- $2,460,492
- Total contributions
- $2,923,832
- Total income / additions
- $11,102,363
Expenses & distributions
- Benefits paid
- $9,256,910
- Administrative expenses
- $10,684
- Total expenses
- $9,244,305
- Net increase / (decrease)
- $1,858,058
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
14%86%
Employer 14%Participant 86%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income83%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $10,684 | $0 | 2023 |