401(k) · DOL Form 5500 · 2022
Transource, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 255
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $36,716
- Avg per participant Low balance/head
Official DOL plan name: Transource, Inc. 401(k) Investment Plan · Sponsored by Transource, Inc. · North Carolina · Retail Trade
$9M in assets, 255 participants
Transource, Inc.'s Transource, Inc. 401(k) Investment Plan reported $9M in total assets and 255 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #7,064 in Retail Trade (9,519 peers)
Coverage in North Carolina
Transource, Inc. 401(k) Investment Plan covers 255 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.
- #7,064
- in Retail Trade (9,519 peers)
- -14.6%
- 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.
Transource, Inc. 401(k) Investment Plan's mid-pack asset rank among Retail Trade and all filers
Transource, Inc. 401(k) Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,362,500 Top 36% higher than 64% 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
Transource, Inc. 401(k) Investment 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. Transource, Inc. 401(k) Investment Plan sits mid-pack in the medium band (255 participants).
DOL schedule card
Filing strip 561325586 · Transource, Inc. PY 2022 · 401(k)
Transource, Inc. 401(k) Investment Plan · $9M · 255 · 64th
- ASSETS $9M
- PCT 255
- EIN 64th
- RANK 401(k)
- PHOTO near Liberty Electronics, Inc. 401(k) Plan
- IND ind #7064
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 Retail Trade retirement plans → · Plans in North Carolina →
Transource, Inc. 401(k) Investment Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 561325586 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Transource, Inc.)
Sponsor-wide plan assets over time
All Transource, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 62.37963150867824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 255 | $9M |
| 2023 | 1 | 295 | $12M |
| 2024 | 1 | 308 | $15M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Transource, Inc. 401(k) Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Liberty Electronics, Inc. 401(k) Plan in PA ($9M); by covered participants it is Lincoln Manufacturing 401(k) Plan in TX (255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Liberty Electronics, Inc. 401(k) Plan (PA) $9M · 328
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Family Resource & Referral Center of San Joaquin (CA) $9M · 141
- Colusa Indian Community Council 401(k) Profit Sharing Plan (CA) $9M · 161
- Vorteq Coil Finishers, LLC Profit Sharing and Savings Plan (PA) $9M · 304
Similar participant headcount
Nearest other-state filings by covered participants (255 participants); asset peers above are excluded.
- Lincoln Manufacturing 401(k) Plan (TX) 255 · 0 off
- Hickory Foods, Inc. 401(k) Plan (FL) 255 · 0 off
- Berrodin Co. 401(k) Plan (PA) 255 · 0 off
- American Spraytech 401(k) (NJ) 255 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.