Profit Sharing · DOL Form 5500 · 2022

Servicesource, Inc. Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,253
Participants Near avg headcount
77th
Percentile by assets National rank
$15,881
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,211
in Healthcare & Social Assistance (20,060 peers)
-15.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Servicesource, Inc. 401(a) Retirement Plan vs every filed plan by assets

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

$19,898,704 Top 23% higher than 77% 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

Servicesource, Inc. 401(a) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Servicesource, Inc. 401(a) Retirement Plan lands in the large band (1,253 participants).

Published 5500 schedule card

Filing strip 540901256 · Servicesource, Inc. PY 2022 · Profit Sharing

Servicesource, Inc. 401(a) Retirement Plan · $20M · 1,253 · 77th

  • PHOTO $20M
  • PHOTO 1,253
  • PHOTO 77th
  • PHOTO Profit Sharing
  • PHOTO near Bac Local 5 New York Annuity Plan
  • PHOTO ind #16211

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Servicesource, Inc. 401(a) Retirement Plan in the asset neighbourhood

I.B.E.W. Local 139 Annuity PlanI.B.E.W. Local 139 Annuity P…$20MSuperfeet Worldwide, Inc. Profit Sharing Plan and TrustSuperfeet Worldwide, Inc. Pr…$20MServicesource, Inc. 401(a) Retirement PlanServicesource, Inc. 401(a) R…$20MMemorial Health System Hospitals Defined Contribution PlanMemorial Health System Hospi…$20MBac Local 5 New York Annuity PlanBac Local 5 New York Annuity…$20M
End-of-year total assets ($M) among Servicesource, Inc. 401(a) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Servicesource, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$150M 34.23418693134009% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $111M $150M ▲ +34.2%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Servicesource, Inc. 401(a) Retirement Plan, Total assets ($M): 19.898704 · Participants: 1253Servicesource, Inc. 401(a) Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings Plan
Servicesource, Inc. 401(a) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Servicesource, Inc. 401(a) Retirement Plan side-by-side with 3 peers →

Servicesource, Inc. 401(a) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Bac Local 5 New York Annuity Plan in NY ($20M); by covered participants it is United States Liability Insurance Company Employees' Profit Sharing Plan in PA (1,254 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,253 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 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).
Which Profit Sharing plans cover a similar participant headcount to Servicesource, Inc. 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is United States Liability Insurance Company Employees' Profit Sharing Plan in PA (1,254 participants, $208M 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 540901256.

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.