401(k) · DOL Form 5500 · 2022

E Source Companies, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
207
Participants Below avg headcount
73rd
Percentile by assets National rank
$73,345
Avg per participant Below avg balance/head
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Official DOL plan name: E Source 401(k) Plan · Sponsored by E Source Companies, LLC · Colorado · Professional & Technical Services

$15M in assets, 207 participants

E Source Companies, LLC's E Source 401(k) Plan reported $15M in total assets and 207 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,604 in Professional & Technical Services (21,562 peers)

E Source Companies, LLC multi-year trail

E Source Companies, LLC's plans moved +64.8% in assets from 2022 to 2024; this filing shows E Source 401(k) Plan at $15M / 207 participants.

#15,604
in Professional & Technical Services (21,562 peers)
+35.1%
assets growth YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E Source 401(k) Plan's outsized position by total assets

E Source 401(k) Plan vs every filed plan by assets

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

$15,182,444 Top 27% higher than 73% 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

E Source 401(k) 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. E Source 401(k) Plan sits mid-pack in the medium band (207 participants).

Published 5500 schedule card

Filing strip 204402870 · E Source Companies, LLC PY 2022 · 401(k)

E Source 401(k) Plan · $15M · 207 · 73rd

  • 5500 $15M
  • 5500 207
  • 5500 73rd
  • 5500 401(k)
  • 5500 near Community Resources for Justice, Inc. 401(k) Retirement Plan
  • 5500 ind #15604

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 Colorado →

E Source 401(k) Plan in the asset neighbourhood

E Source 401(k) Plan$15MCommunity Resources for Justice, Inc. 401(k) Retirement PlanCommunity Resources for Just…$15MAllen Tate Companies Retirement PlanAllen Tate Companies Retirem…$15MConnex Credit Union, Inc. 401(k) Plan and TrustConnex Credit Union, Inc. 40…$15MThe Heritage Village 401(k) Profit Sharing PlanThe Heritage Village 401(k) …$15M
End-of-year total assets ($M) among E Source 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

E Source Companies, LLC multi-year asset trail

Sponsor-wide plan assets over time

All E Source Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 64.75309903991742% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.2M $25M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 207 $15M
2023 1 228 $19M
2024 1 318 $25M

E Source Companies, LLC filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN204402870
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

E Source 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants E Source 401(k) Plan, Total assets ($B): 0.015182444 · Participants: 207E Source 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
E Source 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare E Source 401(k) Plan side-by-side with 3 peers →

E Source 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Community Resources for Justice, Inc. 401(k) Retirement Plan in MA ($15M); by covered participants it is Builders Source, Inc. 401(k) Plan in NM (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 E Source 401(k) Plan assets move in 2022? ▼
E Source 401(k) Plan surged - up 35.1% during 2022, from $11M to $15M. Reported net income was -$2M.
How have E Source Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E Source Companies, LLC's sponsor-wide assets grew 64.8%, from $15M to $25M.
Which 401(k) plans are similar in size to E Source 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Resources for Justice, Inc. 401(k) Retirement Plan in MA ($15M, 868 participants).
Which 401(k) plans cover a similar participant headcount to E Source 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Builders Source, Inc. 401(k) Plan in NM (207 participants, $1K 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 204402870.

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.