Workhorse Investments
Plan context: Workhorse Investments 401(K) Plan
EIN 38-3542228 • Madison Heights, MI • 23 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
12
2023 Assets
$1,120,127
2023 Contributions
$63,132
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $63,132 | - |
| Workhorse Investments 401(K) Plan | - | 0 | $0 | $63,132 | - |
| 2022 | 1 | 12 | $1,120,127 | $53,965 | $4,497iApproximate average salary by contribution assumption: employee only about $112,427 at 4% or $74,951 at 6%; with 50% employer match about $74,951 at 4% or $49,968 at 6%; with 100% employer match about $56,214 at 4% or $37,476 at 6%. |
| Workhorse Investments 401(K) Plan | - | 12 | $1,120,127 | $53,965 | $4,497iApproximate average salary by contribution assumption: employee only about $112,427 at 4% or $74,951 at 6%; with 50% employer match about $74,951 at 4% or $49,968 at 6%; with 100% employer match about $56,214 at 4% or $37,476 at 6%. |
| 2021 | 1 | 13 | $1,460,883 | $58,427 | $4,494iApproximate average salary by contribution assumption: employee only about $112,360 at 4% or $74,906 at 6%; with 50% employer match about $74,906 at 4% or $49,938 at 6%; with 100% employer match about $56,180 at 4% or $37,453 at 6%. |
| Workhorse Investments 401(K) Plan | - | 13 | $1,460,883 | $58,427 | $4,494iApproximate average salary by contribution assumption: employee only about $112,360 at 4% or $74,906 at 6%; with 50% employer match about $74,906 at 4% or $49,938 at 6%; with 100% employer match about $56,180 at 4% or $37,453 at 6%. |
| 2020 | 1 | 13 | $1,306,290 | $63,403 | $4,877iApproximate average salary by contribution assumption: employee only about $121,929 at 4% or $81,286 at 6%; with 50% employer match about $81,286 at 4% or $54,191 at 6%; with 100% employer match about $60,964 at 4% or $40,643 at 6%. |
| Workhorse Investments 401(K) Plan | - | 13 | $1,306,290 | $63,403 | $4,877iApproximate average salary by contribution assumption: employee only about $121,929 at 4% or $81,286 at 6%; with 50% employer match about $81,286 at 4% or $54,191 at 6%; with 100% employer match about $60,964 at 4% or $40,643 at 6%. |
| 2019 | 1 | 15 | $1,078,229 | $45,351 | $3,023iApproximate average salary by contribution assumption: employee only about $75,585 at 4% or $50,390 at 6%; with 50% employer match about $50,390 at 4% or $33,593 at 6%; with 100% employer match about $37,793 at 4% or $25,195 at 6%. |
| Workhorse Investments 401(K) Plan | - | 15 | $1,078,229 | $45,351 | $3,023iApproximate average salary by contribution assumption: employee only about $75,585 at 4% or $50,390 at 6%; with 50% employer match about $50,390 at 4% or $33,593 at 6%; with 100% employer match about $37,793 at 4% or $25,195 at 6%. |
| 2018 | 1 | 12 | $819,421 | $46,931 | $3,911iApproximate average salary by contribution assumption: employee only about $97,773 at 4% or $65,182 at 6%; with 50% employer match about $65,182 at 4% or $43,455 at 6%; with 100% employer match about $48,886 at 4% or $32,591 at 6%. |
| Workhorse Investments 401(K) Plan | - | 12 | $819,421 | $46,931 | $3,911iApproximate average salary by contribution assumption: employee only about $97,773 at 4% or $65,182 at 6%; with 50% employer match about $65,182 at 4% or $43,455 at 6%; with 100% employer match about $48,886 at 4% or $32,591 at 6%. |
| 2017 | 1 | 11 | $1,047,077 | $52,654 | $4,787iApproximate average salary by contribution assumption: employee only about $119,668 at 4% or $79,779 at 6%; with 50% employer match about $79,779 at 4% or $53,186 at 6%; with 100% employer match about $59,834 at 4% or $39,889 at 6%. |
| Workhorse Investments 401(K) Plan | - | 11 | $1,047,077 | $52,654 | $4,787iApproximate average salary by contribution assumption: employee only about $119,668 at 4% or $79,779 at 6%; with 50% employer match about $79,779 at 4% or $53,186 at 6%; with 100% employer match about $59,834 at 4% or $39,889 at 6%. |
| 2016 | 1 | 10 | $846,099 | $155,482 | $15,548iApproximate average salary by contribution assumption: employee only about $388,705 at 4% or $259,137 at 6%; with 50% employer match about $259,137 at 4% or $172,758 at 6%; with 100% employer match about $194,353 at 4% or $129,568 at 6%. |
| Workhorse Investments 401(K) Plan | - | 10 | $846,099 | $155,482 | $15,548iApproximate average salary by contribution assumption: employee only about $388,705 at 4% or $259,137 at 6%; with 50% employer match about $259,137 at 4% or $172,758 at 6%; with 100% employer match about $194,353 at 4% or $129,568 at 6%. |
| 2015 | 1 | 10 | $840,364 | $81,153 | $8,115iApproximate average salary by contribution assumption: employee only about $202,883 at 4% or $135,255 at 6%; with 50% employer match about $135,255 at 4% or $90,170 at 6%; with 100% employer match about $101,441 at 4% or $67,628 at 6%. |
| Workhorse Investments 401(K) Plan | - | 10 | $840,364 | $81,153 | $8,115iApproximate average salary by contribution assumption: employee only about $202,883 at 4% or $135,255 at 6%; with 50% employer match about $135,255 at 4% or $90,170 at 6%; with 100% employer match about $101,441 at 4% or $67,628 at 6%. |
| 2014 | 1 | 9 | $959,510 | $77,814 | $8,646iApproximate average salary by contribution assumption: employee only about $216,150 at 4% or $144,100 at 6%; with 50% employer match about $144,100 at 4% or $96,067 at 6%; with 100% employer match about $108,075 at 4% or $72,050 at 6%. |
| Workhorse Investments 401(K) Plan | - | 9 | $959,510 | $77,814 | $8,646iApproximate average salary by contribution assumption: employee only about $216,150 at 4% or $144,100 at 6%; with 50% employer match about $144,100 at 4% or $96,067 at 6%; with 100% employer match about $108,075 at 4% or $72,050 at 6%. |
| 2013 | 1 | 10 | $1,245,532 | $66,090 | $6,609iApproximate average salary by contribution assumption: employee only about $165,225 at 4% or $110,150 at 6%; with 50% employer match about $110,150 at 4% or $73,433 at 6%; with 100% employer match about $82,613 at 4% or $55,075 at 6%. |
| Workhorse Investments 401(K) Plan | - | 10 | $1,245,532 | $66,090 | $6,609iApproximate average salary by contribution assumption: employee only about $165,225 at 4% or $110,150 at 6%; with 50% employer match about $110,150 at 4% or $73,433 at 6%; with 100% employer match about $82,613 at 4% or $55,075 at 6%. |
| 2012 | 1 | 10 | $1,358,965 | $68,178 | $6,818iApproximate average salary by contribution assumption: employee only about $170,445 at 4% or $113,630 at 6%; with 50% employer match about $113,630 at 4% or $75,753 at 6%; with 100% employer match about $85,223 at 4% or $56,815 at 6%. |
| Workhorse Investments 401(K) Plan | - | 10 | $1,358,965 | $68,178 | $6,818iApproximate average salary by contribution assumption: employee only about $170,445 at 4% or $113,630 at 6%; with 50% employer match about $113,630 at 4% or $75,753 at 6%; with 100% employer match about $85,223 at 4% or $56,815 at 6%. |
| 2011 | 1 | 10 | $1,191,827 | $56,289 | $5,629iApproximate average salary by contribution assumption: employee only about $140,723 at 4% or $93,815 at 6%; with 50% employer match about $93,815 at 4% or $62,543 at 6%; with 100% employer match about $70,361 at 4% or $46,908 at 6%. |
| Workhorse Investments 401(K) Plan | - | 10 | $1,191,827 | $56,289 | $5,629iApproximate average salary by contribution assumption: employee only about $140,723 at 4% or $93,815 at 6%; with 50% employer match about $93,815 at 4% or $62,543 at 6%; with 100% employer match about $70,361 at 4% or $46,908 at 6%. |
| 2010 | 1 | 9 | $1,170,060 | $47,819 | $5,313iApproximate average salary by contribution assumption: employee only about $132,831 at 4% or $88,554 at 6%; with 50% employer match about $88,554 at 4% or $59,036 at 6%; with 100% employer match about $66,415 at 4% or $44,277 at 6%. |
| Workhorse Investments 401(K) Plan | - | 9 | $1,170,060 | $47,819 | $5,313iApproximate average salary by contribution assumption: employee only about $132,831 at 4% or $88,554 at 6%; with 50% employer match about $88,554 at 4% or $59,036 at 6%; with 100% employer match about $66,415 at 4% or $44,277 at 6%. |
| 2009 | 1 | 8 | $1,063,591 | $43,823 | $5,478iApproximate average salary by contribution assumption: employee only about $136,947 at 4% or $91,298 at 6%; with 50% employer match about $91,298 at 4% or $60,865 at 6%; with 100% employer match about $68,473 at 4% or $45,649 at 6%. |
| Workhorse Investments 401(K) Plan | - | 8 | $1,063,591 | $43,823 | $5,478iApproximate average salary by contribution assumption: employee only about $136,947 at 4% or $91,298 at 6%; with 50% employer match about $91,298 at 4% or $60,865 at 6%; with 100% employer match about $68,473 at 4% or $45,649 at 6%. |
| 2008 | 1 | 10 | $818,742 | $77,171 | $7,717iApproximate average salary by contribution assumption: employee only about $192,928 at 4% or $128,618 at 6%; with 50% employer match about $128,618 at 4% or $85,746 at 6%; with 100% employer match about $96,464 at 4% or $64,309 at 6%. |
| Workhorse Investments 401(K) Plan | - | 10 | $818,742 | $77,171 | $7,717iApproximate average salary by contribution assumption: employee only about $192,928 at 4% or $128,618 at 6%; with 50% employer match about $128,618 at 4% or $85,746 at 6%; with 100% employer match about $96,464 at 4% or $64,309 at 6%. |
| 2007 | 1 | 8 | $1,163,068 | $58,501 | $7,313iApproximate average salary by contribution assumption: employee only about $182,816 at 4% or $121,877 at 6%; with 50% employer match about $121,877 at 4% or $81,251 at 6%; with 100% employer match about $91,408 at 4% or $60,939 at 6%. |
| Workhorse Investments 401(K) Plan | - | 8 | $1,163,068 | $58,501 | $7,313iApproximate average salary by contribution assumption: employee only about $182,816 at 4% or $121,877 at 6%; with 50% employer match about $121,877 at 4% or $81,251 at 6%; with 100% employer match about $91,408 at 4% or $60,939 at 6%. |
| 2006 | 1 | 9 | $1,178,317 | $98,385 | $10,932iApproximate average salary by contribution assumption: employee only about $273,292 at 4% or $182,194 at 6%; with 50% employer match about $182,194 at 4% or $121,463 at 6%; with 100% employer match about $136,646 at 4% or $91,097 at 6%. |
| Workhorse Investments 401(K) Plan | - | 9 | $1,178,317 | $98,385 | $10,932iApproximate average salary by contribution assumption: employee only about $273,292 at 4% or $182,194 at 6%; with 50% employer match about $182,194 at 4% or $121,463 at 6%; with 100% employer match about $136,646 at 4% or $91,097 at 6%. |
| 2005 | 1 | 9 | $989,500 | $88,125 | $9,792iApproximate average salary by contribution assumption: employee only about $244,792 at 4% or $163,194 at 6%; with 50% employer match about $163,194 at 4% or $108,796 at 6%; with 100% employer match about $122,396 at 4% or $81,597 at 6%. |
| Workhorse Investments 401(K) Plan | - | 9 | $989,500 | $88,125 | $9,792iApproximate average salary by contribution assumption: employee only about $244,792 at 4% or $163,194 at 6%; with 50% employer match about $163,194 at 4% or $108,796 at 6%; with 100% employer match about $122,396 at 4% or $81,597 at 6%. |
| 2004 | 1 | 11 | $862,691 | $55,294 | $5,027iApproximate average salary by contribution assumption: employee only about $125,668 at 4% or $83,779 at 6%; with 50% employer match about $83,779 at 4% or $55,853 at 6%; with 100% employer match about $62,834 at 4% or $41,889 at 6%. |
| Workhorse Investments 401(K) Plan | - | 11 | $862,691 | $55,294 | $5,027iApproximate average salary by contribution assumption: employee only about $125,668 at 4% or $83,779 at 6%; with 50% employer match about $83,779 at 4% or $55,853 at 6%; with 100% employer match about $62,834 at 4% or $41,889 at 6%. |
| 2003 | 1 | 11 | $780,719 | $97,917 | $8,902iApproximate average salary by contribution assumption: employee only about $222,539 at 4% or $148,359 at 6%; with 50% employer match about $148,359 at 4% or $98,906 at 6%; with 100% employer match about $111,269 at 4% or $74,180 at 6%. |
| Workhorse Investments 401(K) Plan | - | 11 | $780,719 | $97,917 | $8,902iApproximate average salary by contribution assumption: employee only about $222,539 at 4% or $148,359 at 6%; with 50% employer match about $148,359 at 4% or $98,906 at 6%; with 100% employer match about $111,269 at 4% or $74,180 at 6%. |
| 2002 | 1 | 10 | $623,759 | $96,139 | $9,614iApproximate average salary by contribution assumption: employee only about $240,348 at 4% or $160,232 at 6%; with 50% employer match about $160,232 at 4% or $106,821 at 6%; with 100% employer match about $120,174 at 4% or $80,116 at 6%. |
| Workhorse Investments 401(K) Plan | - | 10 | $623,759 | $96,139 | $9,614iApproximate average salary by contribution assumption: employee only about $240,348 at 4% or $160,232 at 6%; with 50% employer match about $160,232 at 4% or $106,821 at 6%; with 100% employer match about $120,174 at 4% or $80,116 at 6%. |
| 2001 | 1 | 12 | $0 | $0 | - |
| Workhorse Investments 401(K) Plan | - | 12 | - | - | - |