401(k) · DOL Form 5500 · 2022
The Money Source 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 744
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $21,719
- Avg per participant Low balance/head
Official DOL plan name: The Money Source Retirement Trust · Sponsored by The Money Source · Arizona · Professional & Technical Services
$16M in assets, 744 participants
The Money Source's The Money Source Retirement Trust reported $16M in total assets and 744 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,857 in Professional & Technical Services (21,562 peers)
2022 asset change
The Money Source Retirement Trust pulled back noticeably 11.5% in 2022 ($18M → $16M) for 744 participants.
- #15,857
- in Professional & Technical Services (21,562 peers)
- -11.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Money Source Retirement Trust's outsized position by total assets
The Money Source Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,158,890 Top 26% higher than 74% 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
The Money Source Retirement Trust 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. The Money Source Retirement Trust sits mid-pack in the medium band (744 participants).
Form 5500 schedule snapshot
Filing strip 113412303 · The Money Source PY 2022 · 401(k)
The Money Source Retirement Trust · $16M · 744 · 74th
- TYPE $16M
- TYPE 744
- TYPE 74th
- TYPE 401(k)
- TYPE near Roush Holdings, Inc. 401(k) Plan
- TYPE ind #15857
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 Professional & Technical Services retirement plans → · Plans in Arizona →
The Money Source Retirement Trust in the asset neighbourhood
The Money Source years around the 2022 move
Sponsor-wide plan assets over time
All The Money Source plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 744 | $16M |
| 2023 | 1 | 523 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 113412303 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
The Money Source Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Roush Holdings, Inc. 401(k) Plan in OH ($16M); by covered participants it is 9dot 401(k) Plan in CA (744 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (744 participants); asset peers above are excluded.
- 9dot 401(k) Plan (CA) 744 · 0 off
- Kilpatrick Townsend & Stockton LLP Retirement Savings Plan (GA) 744 · 0 off
- Leaderone Financial Corp. 401(k) Profit Sharing Plan (KS) 744 · 0 off
- The Horizon Corporations Retirement Plan (NY) 744 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.