Other · DOL Form 5500 · 2022

SOURCEAMERICA Retirement Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
420
Participants Below avg headcount
93rd
Percentile by assets National rank
$243,236
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#20,259
in Professional & Technical Services (21,562 peers)
-18.5%
assets change YoY
1.0×
vs typical plan assets (national mean)

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.

Sourceamerica Tax Deferred Annuity Plan's outsized position 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 $2,050,000,000 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

Sourceamerica Tax Deferred Annuity Plan 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. Sourceamerica Tax Deferred Annuity Plan sits mid-pack in the medium band (420 participants).

Plan-year Form 5500 strip

Filing strip 521007153 · SOURCEAMERICA PY 2022 · Other

Sourceamerica Tax Deferred Annuity Plan · $102M · 420 · 93rd

  • IND $102M
  • EOY 420
  • 5500 93rd
  • ASSETS Other
  • PCT near Maryville University 403(b) Savings Plan
  • EIN ind #20259

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 Virginia →

Sourceamerica Tax Deferred Annuity Plan in the asset neighbourhood

Highland Retirement Plan$102MStevenson University, Inc. Retirement Savings PlanStevenson University, Inc. R…$102MSourceamerica Tax Deferred Annuity PlanSourceamerica Tax Deferred A…$102MMaryville University 403(b) Savings PlanMaryville University 403(b) …$102MCheshire Medical Center Employee Investment PlanCheshire Medical Center Empl…$102M
End-of-year total assets ($M) among Sourceamerica Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All SOURCEAMERICA plans reported in each filing year

Latest sponsor-wide plan assets
$135M 32.21664602986496% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $102M $135M ▲ +32.2%
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 ($B) Participants Sourceamerica Tax Deferred Annuity Plan, Total assets ($B): 0.102158918 · Participants: 420Sourceamerica Tax Deferred Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
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 →

Sourceamerica Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Maryville University 403(b) Savings Plan in MO ($102M); by covered participants it is Hospice of Henderson County, Inc. Retirement Plan in NC (420 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (420 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 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).
Which Other plans cover a similar participant headcount to Sourceamerica Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice of Henderson County, Inc. Retirement Plan in NC (420 participants, $8M 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 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.