Other · DOL Form 5500 · 2022

SOURCEPOINT Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
100
Participants Small participant base
50th
Percentile by assets National rank
$49,043
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sourcepoint Matched Savings Plan · Sponsored by SOURCEPOINT · Ohio · Other Services

$5M in assets, 100 participants

SOURCEPOINT's Sourcepoint Matched Savings Plan reported $5M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,803 in Other Services (8,398 peers)

Coverage in Ohio

Sourcepoint Matched Savings Plan covers 100 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#5,803
in Other Services (8,398 peers)
-10.3%
assets change YoY

The plan reported a net loss of $565K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sourcepoint Matched Savings Plan's mid-pack asset rank among Other Services and all filers

Sourcepoint Matched Savings Plan vs every filed plan by assets

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

$4,904,325 Top 50% higher than 50% 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

Sourcepoint Matched Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sourcepoint Matched Savings Plan is a small filing (100 participants) on this national headcount ladder.

DOL schedule card

Filing strip 311354284 · SOURCEPOINT PY 2022 · Other

Sourcepoint Matched Savings Plan · $5M · 100 · 50th

  • NET $5M
  • BOOK 100
  • VS-ST 50th
  • BOY Other
  • SCH near Wellesley Community Childrens Center Retirement Plan
  • EBSA ind #5803

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 Other Services retirement plans → · Plans in Ohio →

Sourcepoint Matched Savings Plan in the asset neighbourhood

Section 403(b) Retirement Plan for Big Brothers/Big Sisters of New York CitySection 403(b) Retirement Pl…$5MBone and Joint Institute of Tennessee 403b PlanBone and Joint Institute of …$5MSourcepoint Matched Savings PlanSourcepoint Matched Savings …$5MWellesley Community Childrens Center Retirement PlanWellesley Community Children…$5M403(b) Thrift Plan for Employees of Change, Incorporated403(b) Thrift Plan for Emplo…$5M
End-of-year total assets ($M) among Sourcepoint Matched Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$565K
Employer EIN311354284
Plan Effective Date2000-01-18
Filing StatusFILING RECEIVED

Sponsor Plan History (SOURCEPOINT)

Sponsor-wide plan assets over time

All SOURCEPOINT plans reported in each filing year

Latest sponsor-wide plan assets
$6M 29.575221870491863% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.9M $6.35M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 100 $5M
2023 1 141 $6M
2024 1 102 $6M

Nearby Other Plans in Ohio

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

Sourcepoint Matched Savings Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Sourcepoint Matched Savings Plan, Total assets ($B): 0.004904325 · Participants: 100Sourcepoint Matched Savings PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Sourcepoint Matched Savings Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Sourcepoint Matched Savings Plan side-by-side with 3 peers →

Sourcepoint Matched Savings Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Wellesley Community Childrens Center Retirement Plan in MA ($5M); by covered participants it is Ronald Reagan Presidential Foundation 403(b) DC Plan in CA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Sourcepoint Matched Savings Plan assets move in 2022? ▼
Sourcepoint Matched Savings Plan pulled back noticeably - down 10.3% during 2022, from $5M to $5M. Reported net income was -$565K.
How have SOURCEPOINT plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SOURCEPOINT's sponsor-wide assets grew 29.6%, from $5M to $6M.
Which Other plans are similar in size to Sourcepoint Matched Savings Plan? ▼
Among Other plans in other states, the closest by assets is Wellesley Community Childrens Center Retirement Plan in MA ($5M, 73 participants).
Which Other plans cover a similar participant headcount to Sourcepoint Matched Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Ronald Reagan Presidential Foundation 403(b) DC Plan in CA (100 participants, $11M 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 311354284.

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.