401(k) · DOL Form 5500 · 2022
The Sourcing Group 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $34,669
- Avg per participant Low balance/head
Official DOL plan name: The Sourcing Group Profit Sharing 401(k) Plan and Trust · Sponsored by The Sourcing Group · New York · Professional & Technical Services
$6M in assets, 182 participants
The Sourcing Group's The Sourcing Group Profit Sharing 401(k) Plan and Trust reported $6M in total assets and 182 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #11,529 in Professional & Technical Services (21,562 peers)
Coverage in New York
The Sourcing Group Profit Sharing 401(k) Plan and Trust covers 182 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $6M.
- #11,529
- in Professional & Technical Services (21,562 peers)
- -7.8%
- assets change YoY
The plan reported a net loss of $532K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Sourcing Group Profit Sharing 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
The Sourcing Group Profit Sharing 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,309,802 Top 45% higher than 55% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Sourcing Group Profit Sharing 401(k) Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sourcing Group Profit Sharing 401(k) Plan and Trust sits mid-pack in the medium band (182 participants).
Published 5500 schedule card
Filing strip 800101793 · The Sourcing Group PY 2022 · 401(k)
The Sourcing Group Profit Sharing 401(k) Plan and Trust · $6M · 182 · 55th
- BOY $6M
- BOY 182
- BOY 55th
- BOY 401(k)
- BOY near Taylor Ford, Inc. 401(k) Plan
- BOY ind #11529
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 Professional & Technical Services retirement plans → · Plans in New York →
The Sourcing Group Profit Sharing 401(k) Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$532K |
| Employer EIN | 800101793 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Sourcing Group)
Sponsor-wide plan assets over time
All The Sourcing Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 79.96628103385811% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $6M |
| 2023 | 1 | 200 | $8M |
| 2024 | 1 | 208 | $11M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
The Sourcing Group Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Taylor Ford, Inc. 401(k) Plan in MI ($6M); by covered participants it is Hillman Bus 401(k) in NJ (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Taylor Ford, Inc. 401(k) Plan (MI) $6M · 113
- Citizens Commerce Bancshares Inc 401(k) Plan (KY) $6M · 67
- Intepros Consulting 401(k) Plan (MA) $6M · 298
- Hr1 401(k) Savings Plan (GA) $6M · 126
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- Hillman Bus 401(k) (NJ) 182 · 0 off
- Ethika Inc 401(k) Profit Sharing Plan and Trust (CA) 182 · 0 off
- The Searing Industries Retirement Savings Plan (CA) 182 · 0 off
- Ramey-Estep Homes, Inc. 401(k) Retirement Savings Plan (KY) 182 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.