Profit Sharing · DOL Form 5500 · 2022

Source Point Products & Services Profit Sharing Plan

Data updated 2026-08-25

$393K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$98,359
Avg per participant Below avg balance/head
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Official DOL plan name: Source Point Products & Services Retirement Plan · Sponsored by Source Point Products & Services · California · Retail Trade

$393K in assets, 4 participants

Source Point Products & Services's Source Point Products & Services Retirement Plan reported $393K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 16th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,342 in Retail Trade (9,519 peers)

Source Point Products & Services multi-year trail

Source Point Products & Services's plans moved -63.6% in assets from 2022 to 2024; this filing shows Source Point Products & Services Retirement Plan at $393K / 4 participants.

#2,342
in Retail Trade (9,519 peers)
+923.3%
assets growth YoY

Source Point Products & Services Retirement Plan among the smaller filed plans by assets

Source Point Products & Services Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$393,437 16th percentile higher than 16% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Source Point Products & Services Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Source Point Products & Services Retirement Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 820746102 · Source Point Products & Services PY 2022 · Profit Sharing

Source Point Products & Services Retirement Plan · $393K · 4 · 16th

  • EIN $393K
  • EIN 4
  • EIN 16th
  • EIN Profit Sharing
  • EIN near Tutwiler Group Inc. Retirement Plan
  • EIN ind #2342

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in California →

Source Point Products & Services Retirement Plan in the asset neighbourhood

Source Point Products & Services Retirement PlanSource Point Products & Serv…$393KTutwiler Group Inc. Retirement PlanTutwiler Group Inc. Retireme…$394KThe Mcdaniel Partners Incorporated Retirement PlanThe Mcdaniel Partners Incorp…$393KCentral Home Health Care Inc. Profit Sharing PlanCentral Home Health Care Inc…$393KFahrenheit 828 Inc. Retirement PlanFahrenheit 828 Inc. Retireme…$393K
End-of-year total assets ($M) among Source Point Products & Services Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Source Point Products & Services multi-year asset trail

Sponsor-wide plan assets over time

All Source Point Products & Services plans reported in each filing year

Latest sponsor-wide plan assets
$143K 63.63077188978159% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.39M $0.14M ▼ -64.1%
Year Plans Participants Total Assets
2022 1 4 $393K
2023 1 5 $211K
2024 1 3 $143K

Source Point Products & Services filing trail (2022)

Total Assets (Beginning of Year)$38K
Net Assets (End of Year)$393K
Net Income$355K
Employer EIN820746102
Plan Effective Date2017-03-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Source Point Products & Services Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Source Point Products & Services Retirement Plan, Total assets ($B): 0.000393437 · Participants: 4Source Point Products & Services Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Source Point Products & Services Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Source Point Products & Services Retirement Plan side-by-side with 3 peers →

Source Point Products & Services Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Tutwiler Group Inc. Retirement Plan in TX ($394K); by covered participants it is Precision Signs, Inc. Retirement Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Source Point Products & Services Retirement Plan assets move in 2022? ▼
Source Point Products & Services Retirement Plan surged - up 923.3% during 2022, from $38K to $393K. Reported net income was $355K.
How have Source Point Products & Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Source Point Products & Services's sponsor-wide assets declined 63.6%, from $393K to $143K.
Where does Source Point Products & Services Retirement Plan rank by assets among Form 5500 filers? ▼
Source Point Products & Services Retirement Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Source Point Products & Services Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tutwiler Group Inc. Retirement Plan in TX ($394K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Source Point Products & Services Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Precision Signs, Inc. Retirement Plan in NC (4 participants, $346K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 820746102.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.