Justworks Retirement Savings Plan — Form 5500 plan (Justworks Employment Group, 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, Justworks Retirement Savings Plan is a benefit plan reported by Justworks Employment Group, LLC under EIN 46-2283648 and plan number 333. The latest loaded filing year is 2023. The filing reports 107,463 participants and $2,947,607,608 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Justworks Employment Group, LLC
EIN
46-2283648
Plan number
333
Plan type
3
Location
New York, NY
Latest filing year
2023
Participants
107,463
End-of-year plan assets
$2,947,607,608

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023107,463H, C20250929085906NAL0011931712001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,947,607,608
Total liabilities (EOY)
$4,920,098
Net assets (EOY)
$2,942,687,510
Net assets (BOY)
$1,929,359,976

Income & contributions

Employer contributions
$190,131,526
Participant contributions
$594,874,296
Total contributions
$895,704,264
Total income / additions
$1,308,042,265

Expenses & distributions

Benefits paid
$264,585,618
Administrative expenses
$9,895,455
Total expenses
$274,735,199
Net increase / (decrease)
$1,033,307,066

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$6,391,618not reported in the loaded dataset2023
Slavic Mutual Fund Management CorpINVESTMENT MGMT$2,129,757not reported in the loaded dataset2023
Justworks Employment Group. LLCPLAN ADMINISTRATOR$1,291,621not reported in the loaded dataset2023
Bks Retirement ServicesINVESTMENT ADVISOR$52,959not reported in the loaded dataset2023
Uhy LlpAUDITOR$29,500not reported in the loaded dataset2023

Related Form 5500 pages