Other · DOL Form 5500 · 2022

SOURCEAMERICA Retirement Plan

Data updated 2026-08-11

$102M
Total assets
420
Participants
93rd
Percentile by assets
$243,236
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Sourceamerica Tax Deferred Annuity Plan · Sponsored by SOURCEAMERICA · Virginia · Professional & Technical Services

$102M in assets, 420 participants

SOURCEAMERICA's Sourceamerica Tax Deferred Annuity Plan reported $102M in total assets and 420 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #20,259 in Professional & Technical Services (21,562 peers)

Where Sourceamerica Tax Deferred Annuity Plan sits by assets

Sourceamerica Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $102M for 420 participants (~$243,236/participant), down 18.5% in 2022.

$102M
total plan assets (2022 EOY)
420
covered participants
93rd
percentile by assets (of 139,126 plans)
$243,236
avg assets per participant

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Sourceamerica Tax Deferred Annuity Plan sits by total assets

Sourceamerica Tax Deferred Annuity Plan vs every filed plan by assets

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

$102,158,918 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Virginia
Industry
Professional & Technical Services

Sourceamerica Tax Deferred Annuity Plan vs the 2022 asset distribution

By assets, Sourceamerica Tax Deferred Annuity Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$102M
Net Income-$23M
Employer EIN521007153
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SOURCEAMERICA)

$90M$100M$110M$120M$130M$140M 202220232024 $102M $135M ▲ +32.2%
Total plan assets by year, all SOURCEAMERICA plans on file
Year Plans Participants Total Assets
2022 1 420 $102M
2023 1 429 $119M
2024 1 445 $135M

Nearby Other Plans in Virginia

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

Sourceamerica Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Sourceamerica Tax De…, Total assets ($B): 0.102158918 · Participants: 420Sourceamerica Tax De…Sentara 403(b) Savin…, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savin…The George Washingto…, Total assets ($B): 1.366750632 · Participants: 7903The George Washingto…Institute for Defens…, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defens…Carilion Clinic 403(…, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(…Centra Health Matchi…, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matchi…
Sourceamerica Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Sourceamerica Tax Deferred Annuity Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sourceamerica Tax Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Sourceamerica Tax Deferred Annuity Plan assets move in 2022? ▼
Sourceamerica Tax Deferred Annuity Plan declined sharply - down 18.5% during 2022, from $125M to $102M. Reported net income was -$23M.
How have SOURCEAMERICA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SOURCEAMERICA's sponsor-wide assets grew 32.2%, from $102M to $135M.
Where does Sourceamerica Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Sourceamerica Tax Deferred Annuity Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Sourceamerica Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Maryville University 403(b) Savings Plan in MO ($102M, 669 participants).

Next read for Sourceamerica Tax Deferred Annuity Plan

Scale reading

Ways to act on Sourceamerica Tax Deferred Annuity Plan's numbers.

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 521007153.

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.