Profit Sharing · DOL Form 5500 · 2022

Servicesource, Inc. Profit Sharing Plan

Data updated 2026-08-11

$20M
Total assets
1,253
Participants
77th
Percentile by assets
$15,881
Avg per participant
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Official DOL plan name: Servicesource, Inc. 401(a) Retirement Plan · Sponsored by Servicesource, Inc. · Virginia · Healthcare & Social Assistance

$20M in assets, 1,253 participants

Servicesource, Inc.'s Servicesource, Inc. 401(a) Retirement Plan reported $20M in total assets and 1,253 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 139,126 plans)
  • #16,211 in Healthcare & Social Assistance (20,060 peers)

Where Servicesource, Inc. 401(a) Retirement Plan sits by assets

Servicesource, Inc. 401(a) Retirement Plan sits in the top quartile of all filed plans by assets, $20M for 1,253 participants (~$15,881/participant), down 15.6% in 2022.

$20M
total plan assets (2022 EOY)
1,253
covered participants
77th
percentile by assets (of 139,126 plans)
$15,881
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Servicesource, Inc. 401(a) Retirement Plan vs the 2022 asset distribution

By assets, Servicesource, Inc. 401(a) Retirement Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$20M
Net Income-$4M
Employer EIN540901256
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Servicesource, Inc.)

$100M$120M$140M$160M 202220232024 $111M $150M ▲ +34.2%
Total plan assets by year, all Servicesource, Inc. plans on file
Year Plans Participants Total Assets
2022 2 3,645 $111M
2023 2 3,674 $130M
2024 2 3,884 $150M

Nearby Profit Sharing Plans in Virginia

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

Servicesource, Inc. 401(a) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Servicesource, Inc. 401(a) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Servicesource, Inc. …Section 403(b) Defin…Carpenter Co. Profit…American Institutes …Analytic Services In…Smart National Suppl…
Servicesource, Inc. 401(a) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Servicesource, Inc. 401(a) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Servicesource, Inc. 401(a) Retirement Plan assets move in 2022?
Servicesource, Inc. 401(a) Retirement Plan declined sharply - down 15.6% during 2022, from $24M to $20M. Reported net income was -$4M.
How have Servicesource, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Servicesource, Inc.'s sponsor-wide assets grew 34.2%, from $111M to $150M.
Where does Servicesource, Inc. 401(a) Retirement Plan rank by assets among Form 5500 filers?
Servicesource, Inc. 401(a) Retirement Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Servicesource, Inc. 401(a) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Bac Local 5 New York Annuity Plan in NY ($20M, 1,356 participants).

Next read for Servicesource, Inc. 401(a) Retirement Pl…

Scale reading

Ways to act on Servicesource, Inc. 401(a) Retirement Plan's numbers.