401(k) · DOL Form 5500 · 2022
Source Energy Services US LP 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $26,478
- Avg per participant Low balance/head
Official DOL plan name: Source Group 401(k) Plan · Sponsored by Source Energy Services US LP · Wisconsin · Mining & Oil Extraction
$4M in assets, 162 participants
Source Energy Services US LP's Source Group 401(k) Plan reported $4M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #256 in Mining & Oil Extraction (892 peers)
Coverage in Wisconsin
Source Group 401(k) Plan covers 162 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.
- #256
- in Mining & Oil Extraction (892 peers)
- -8.4%
- assets change YoY
The plan reported a net loss of $392K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Source Group 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers
Source Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,289,383 47th percentile higher than 47% 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
Source Group 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 Group 401(k) Plan sits mid-pack in the medium band (162 participants).
DOL schedule card
Filing strip 352487607 · Source Energy Services US LP PY 2022 · 401(k)
Source Group 401(k) Plan · $4M · 162 · 47th
- TYPE $4M
- TYPE 162
- TYPE 47th
- TYPE 401(k)
- TYPE near Straton Industries 401(k) Savings Plan
- TYPE ind #256
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 Mining & Oil Extraction retirement plans → · Plans in Wisconsin →
Source Group 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$392K |
| Employer EIN | 352487607 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Source Energy Services US LP)
Sponsor-wide plan assets over time
All Source Energy Services US LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 75.93175988248193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $4M |
| 2023 | 1 | 183 | $6M |
| 2024 | 1 | 197 | $8M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Source Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Straton Industries 401(k) Savings Plan in CT ($4M); by covered participants it is News Communications Inc. 401(k) in TX (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- News Communications Inc. 401(k) (TX) 162 · 0 off
- Severson Group 401(k) Plan (CA) 162 · 0 off
- Essenhaus, Inc. 401(k) Retirement Plan & Trust (IN) 162 · 0 off
- A. L. Prime Energy Consultant, Inc. Retirement Plan (MA) 162 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.