Workday, Inc. 401(K) Plan — Form 5500 plan (Workday, Inc.)
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, Workday, Inc. 401(K) Plan is a benefit plan reported by Workday, Inc. under EIN 20-2480422 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,097 participants and $2,001,881,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Workday, Inc.
- EIN
- 20-2480422
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 14,097
- End-of-year plan assets
- $2,001,881,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,097 | H, C | 20240923105057NAL0023286674001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,001,881,638
- Total liabilities (EOY)
- $133
- Net assets (EOY)
- $2,001,881,505
- Net assets (BOY)
- $1,443,793,513
Income & contributions
- Employer contributions
- $63,742,008
- Participant contributions
- $223,694,106
- Total contributions
- $324,294,032
- Total income / additions
- $646,092,329
Expenses & distributions
- Benefits paid
- $86,951,685
- Administrative expenses
- $989,522
- Total expenses
- $88,004,337
- Net increase / (decrease)
- $558,087,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $581,998 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $331,641 | not reported in the loaded dataset | 2023 |
| Newfront Retirement Services, Inc. | CONSULTANT | $70,192 | not reported in the loaded dataset | 2023 |
| The Segal Company Inc | CONSULTANT | $29,016 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Workday, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Newfront Retirement Services, Inc. — Schedule C compensation
- The Segal Company Inc — Schedule C compensation