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, Workiva 401(K) Plan is a benefit plan reported by Workiva Inc. under EIN 47-2509828 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,367 participants and $139,973,303 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,973,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,973,303
- Net assets (BOY)
- $96,454,639
Income & contributions
- Employer contributions
- $5,531,212
- Participant contributions
- $22,538,689
- Total contributions
- $31,251,742
- Total income / additions
- $51,094,647
Expenses & distributions
- Benefits paid
- $7,526,165
- Administrative expenses
- $15,501
- Total expenses
- $7,575,983
- Net increase / (decrease)
- $43,518,664