401(k) · DOL Form 5500 · 2022
First Source Employee Manageme 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 5,703
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $9,670
- Avg per participant Low balance/head
Official DOL plan name: First Source Employee Management Retirement Plan · Sponsored by First Source Employee Manageme · Ohio · Healthcare & Social Assistance
$55M in assets, 5,703 participants
First Source Employee Manageme's First Source Employee Management Retirement Plan reported $55M in total assets and 5,703 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #18,146 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
First Source Employee Management Retirement Plan covers 5,703 participants in Ohio, 7.5x the typical Ohio plan (state average ~765 per filing). Assets: $55M.
- #18,146
- in Healthcare & Social Assistance (20,060 peers)
- -11.3%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
First Source Employee Management Retirement Plan's outsized position by total assets
First Source Employee Management Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$55,145,486 Top 11% higher than 89% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
First Source Employee Management 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. First Source Employee Management Retirement Plan lands in the large band (5,703 participants).
Published 5500 schedule card
Filing strip 272037178 · First Source Employee Manageme PY 2022 · 401(k)
First Source Employee Management Retirement Plan · $55M · 5,703 · 89th
- EBSA $55M
- EBSA 5,703
- EBSA 89th
- EBSA 401(k)
- EBSA near Tyndale House Ministries 401(k) Plan
- EBSA ind #18146
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 Ohio →
First Source Employee Management Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$7M |
| Employer EIN | 272037178 |
| Plan Effective Date | 2006-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First Source Employee Manageme)
Sponsor-wide plan assets over time
All First Source Employee Manageme plans reported in each filing year
- Latest sponsor-wide plan assets
- $68M 22.6647327035979% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,703 | $55M |
| 2023 | 1 | 7,004 | $64M |
| 2024 | 1 | 8,136 | $68M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Scale composition for First Source Employee Management Retirement Plan
First Source Employee Management Retirement Plan reports $55M in end-of-year assets across 5,703 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $9,670 per participant (7% of the national average assets-per-participant) . Net income for plan year 2022 was -$7M.
This plan identity (EIN 272037178, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $55M to $68M (+22.7%) while covered participants moved from 5,703 to 8,136 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,703 | $55M | This page |
| 2023 | 7,004 | $64M | Open filing |
| 2024 · index core | 8,136 | $68M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- First Source Employee Management Retirement Plan (401(k), $68M, 8,136 participants)
First Source Employee Management Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Tyndale House Ministries 401(k) Plan in IL ($55M); by covered participants it is Agc of America, Sd Chapter, Inc. 401(k) Profit Sharing Plan in CA (5,704 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Tyndale House Ministries 401(k) Plan (IL) $55M · 244
- Aviation Capital Group 401(k) Plan (CA) $55M · 99
- Teachers Federal Credit Union Cash or Deferred Compensation Plan (NY) $55M · 783
- Voltyx 401(k) Plan (MO) $55M · 852
Similar participant headcount
Nearest other-state filings by covered participants (5,703 participants); asset peers above are excluded.
- Agc of America, Sd Chapter, Inc. 401(k) Profit Sharing Plan (CA) 5,704 · 1 off
- Sleep Number Profit Sharing and 401(k) Plan (MN) 5,706 · 3 off
- Aleron 401(k) Savings and Retirement Plan (NY) 5,707 · 4 off
- Hydro Extrusion USA, LLC Savings Plan (IL) 5,698 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.