Workplace 401(k) match, vesting and fees

Plan year 2025 filingThe Workplace, Inc. 401k Retirement Plan · Plan 001 · EIN 22-2484517Updated Oct 2026

What Workplace's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $734K in employer contributions, about $3,904 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$106,150
Average account balance
192
Participants (end of year)
$20M
Plan assets (end of year)
0.45%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperSentinel Pension AdvisorsSchedule C ↗
Independent auditorWithum Smith & Brown, PC (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 535 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.

Workplace: employer contribution per participant$3,904
Peer median$1,445
Workplace: average balance$106,150
Peer median$36,074
Workplace: admin expenses ÷ assets0.45%
Peer median0.52%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $17.2M at the end of plan year 2021 to $20M at the end of plan year 2025.

$17.2M2021$14.2M2022$17.1M2023$19M2024$20M2025
End-of-year figures from each plan year's Form 5500 filing for the Workplace plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025192$20M$734K$3,9040.45%Not publishedForm 5500 ↗
2024208$19M$787K$3,9140.50%Not publishedForm 5500 ↗
2023209$17.1M$661K$3,2590.64%Not publishedForm 5500 ↗
2022182$14.2M$665K$3,6720.51%Not publishedForm 5500 ↗
2021181$17.2M$712K$3,9530.46%Not publishedForm 5500 ↗

Common questions

Does Workplace match 401(k) contributions?

The match terms for the The Workplace, Inc. 401k Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $734K in employer contributions, about $3,904 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Workplace 401(k) match vested?

The vesting schedule for the The Workplace, Inc. 401k Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Workplace 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Sentinel Pension Advisors. The plan administrator is The Workplace, Inc..

I left Workplace. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (The Workplace, Inc., (203) 610-8508) or the recordkeeper, Sentinel Pension Advisors. The Workplace old 401(k) page lists the contacts from every plan filing. Find an old Workplace 401(k)

Data from the public Form 5500 annual reports Workplace filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Workplace. Not financial advice. Report a correction · Methodology