PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Workato Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Workato Inc.

EIN 46-4341757-computer software-Latest filing 2025
Plans
2
Retirement
1
$42.7M assets
Health & Benefits
1
$1.5M premiums
Participants
1,000
1530 PAGE MILL ROAD, SUITE 100 - PALO ALTO, CA 94304844-469-6752workato.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401(k)-$42.7M - 589 part#502Fully insured-$1.5M - 397 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.5M premiums / 397 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$686K
  • Prescription drug$673K
  • Dental$450K
  • Other$313K
  • Life$249K
  • Short-term disability$249K
  • +2 more
Total $1.5M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WORKATO, INC. 401(K) PLAN

401(k)

Assets$42.7M
Participants589
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

WORKATO WELFARE BENEFITS PLAN

Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.5M
Covered lives397
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WORKATO, INC. 401(K) PLAN401(k)$42.7M5892025
  • WORKATO, INC. 401(K) PLAN$42.7M
    #001 · 401(k) · 2025589

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502WORKATO WELFARE BENEFITS PLANFully insuredKAISER FOUNDATION HEALTH PLAN, INC.$1.5M3972025
  • WORKATO WELFARE BENEFITS PLAN$1.5M
    #502 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025397
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica