401(k) · DOL Form 5500 · 2022
Sourcebooks, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $65,909
- Avg per participant Below avg balance/head
Official DOL plan name: Sourcebooks, LLC 401(k) Plan · Sponsored by Sourcebooks, LLC · Illinois · Finance & Insurance
$10M in assets, 157 participants
Sourcebooks, LLC's Sourcebooks, LLC 401(k) Plan reported $10M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #4,550 in Finance & Insurance (9,261 peers)
Coverage in Illinois
Sourcebooks, LLC 401(k) Plan covers 157 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $10M.
- #4,550
- in Finance & Insurance (9,261 peers)
- -11.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sourcebooks, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Sourcebooks, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,347,711 Top 34% higher than 66% 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
Sourcebooks, LLC 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. Sourcebooks, LLC 401(k) Plan sits mid-pack in the medium band (157 participants).
Plan-year Form 5500 strip
Filing strip 363547944 · Sourcebooks, LLC PY 2022 · 401(k)
Sourcebooks, LLC 401(k) Plan · $10M · 157 · 66th
- PCT $10M
- EIN 157
- RANK 66th
- PHOTO 401(k)
- IND near Slade Gorton & Co., Inc. 401(k) Savings Plan
- EOY ind #4550
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 Finance & Insurance retirement plans → · Plans in Illinois →
Sourcebooks, LLC 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 363547944 |
| Plan Effective Date | 1997-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sourcebooks, LLC)
Sponsor-wide plan assets over time
All Sourcebooks, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 94.26285678059621% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $10M |
| 2023 | 1 | 189 | $15M |
| 2024 | 1 | 256 | $20M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Sourcebooks, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Slade Gorton & Co., Inc. 401(k) Savings Plan in MA ($10M); by covered participants it is We Transport Inc. Salaried 401(k) Plan in NY (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Slade Gorton & Co., Inc. 401(k) Savings Plan (MA) $10M · 60
- M&s Companies 401(k) Plan (TX) $10M · 199
- Quality Custom Cabinetry, Inc. Profit Sharing Plan (PA) $10M · 135
- Orthowest 401(k) Profit Sharing Plan (CA) $10M · 169
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- We Transport Inc. Salaried 401(k) Plan (NY) 157 · 0 off
- Dot Leasing Inc 401(k) Profit Sharing Plan & Trust (TX) 157 · 0 off
- Audacious Inquiry, LLC 401(k) Plan (MD) 157 · 0 off
- D.a. Companies 401(k) Plan (NV) 157 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.