401(k) · DOL Form 5500 · 2022

Source Code Holdings LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
279
Participants Below avg headcount
78th
Percentile by assets National rank
$77,421
Avg per participant Below avg balance/head
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Official DOL plan name: Source Code Holdings LLC 401(k) Plan · Sponsored by Source Code Holdings LLC · Massachusetts · Wholesale Trade

$22M in assets, 279 participants

Source Code Holdings LLC's Source Code Holdings LLC 401(k) Plan reported $22M in total assets and 279 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,253 in Wholesale Trade (6,843 peers)

Coverage in Massachusetts

Source Code Holdings LLC 401(k) Plan covers 279 participants in Massachusetts, about 42% of the average Massachusetts filer (state average ~659 per filing). Assets: $22M.

#5,253
in Wholesale Trade (6,843 peers)
-18.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Source Code Holdings LLC 401(k) Plan's outsized position by total assets

Source Code Holdings LLC 401(k) Plan vs every filed plan by assets

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

$21,600,576 Top 22% higher than 78% 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

Source Code Holdings LLC 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. Source Code Holdings LLC 401(k) Plan sits mid-pack in the medium band (279 participants).

DOL schedule card

Filing strip 824981760 · Source Code Holdings LLC PY 2022 · 401(k)

Source Code Holdings LLC 401(k) Plan · $22M · 279 · 78th

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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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Source Code Holdings LLC 401(k) Plan in the asset neighbourhood

Source Code Holdings LLC 401(k) PlanSource Code Holdings LLC 401…$22MCivil Service Employees Insurance Group 401(k) PlanCivil Service Employees Insu…$22MRoyston, Rayzor, Vickery & Williams Savings Plan for Partners and StaffRoyston, Rayzor, Vickery & W…$22M8minute Solar Energy, LLC 401(k) Profit Sharing Plan and Trust8minute Solar Energy, LLC 40…$22MThe Sefa Group, Inc. Profit Sharing PlanThe Sefa Group, Inc. Profit …$22M
End-of-year total assets ($M) among Source Code Holdings LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$5M
Employer EIN824981760
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Source Code Holdings LLC)

Sponsor-wide plan assets over time

All Source Code Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 60.7303897821984% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $21.6M $34.7M ▲ +60.7%
Year Plans Participants Total Assets
2022 1 279 $22M
2023 1 296 $27M
2024 1 267 $35M

Nearby 401(k) Plans in Massachusetts

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

Source Code Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Source Code Holdings LLC 401(k) Plan, Total assets ($B): 0.021600576 · Participants: 279Source Code Holdings LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Source Code Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Source Code Holdings LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Civil Service Employees Insurance Group 401(k) Plan in OR ($22M); by covered participants it is Norwalk Hospital Employee Savings Plan in CT (279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Source Code Holdings LLC 401(k) Plan assets move in 2022? ▼
Source Code Holdings LLC 401(k) Plan declined sharply - down 18.8% during 2022, from $27M to $22M. Reported net income was -$5M.
How have Source Code Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Source Code Holdings LLC's sponsor-wide assets grew 60.7%, from $22M to $35M.
Where does Source Code Holdings LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Source Code Holdings LLC 401(k) Plan ranks in the 78th 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 401(k) plans are similar in size to Source Code Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Civil Service Employees Insurance Group 401(k) Plan in OR ($22M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Source Code Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Norwalk Hospital Employee Savings Plan in CT (279 participants, N/A 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 824981760.

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.