401(k) · DOL Form 5500 · 2022

Strategic Funding Source Inc. Dba Kapitus 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
231
Participants Below avg headcount
59th
Percentile by assets National rank
$33,308
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Strategic Funding Source Inc. Dba Kapitus · New York · Finance & Insurance

$8M in assets, 231 participants

Strategic Funding Source Inc. Dba Kapitus's Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,968 in Finance & Insurance (9,261 peers)

Coverage in New York

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust covers 231 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $8M.

#3,968
in Finance & Insurance (9,261 peers)
-0.0%
assets change YoY

The plan reported a net loss of $504 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,694,139 Top 41% higher than 59% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Strategic Funding Source Inc 401(k) Profit Sharing Plan and 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. Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (231 participants).

EBSA filing schedule strip

Filing strip 010855279 · Strategic Funding Source Inc. Dba Kapitus PY 2022 · 401(k)

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust · $8M · 231 · 59th

  • TYPE $8M
  • NET 231
  • BOOK 59th
  • VS-ST 401(k)
  • BOY near Smile Business Products, Inc. 401(k) Plan
  • SCH ind #3968

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 New York →

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Strategic Funding Source Inc 401(k) Profit Sharing Plan and TrustStrategic Funding Source Inc…$8MSmile Business Products, Inc. 401(k) PlanSmile Business Products, Inc…$8MCleveland Society for the Blind 401(k) Retirement PlanCleveland Society for the Bl…$8MAz Pet Vet Holding LLC 401(k) PlanAz Pet Vet Holding LLC 401(k…$8MBudd Van Lines, Inc. Savings and Retirement PlanBudd Van Lines, Inc. Savings…$8M
End-of-year total assets ($M) among Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$504
Employer EIN010855279
Plan Effective Date2011-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic Funding Source Inc. Dba Kapitus)

Sponsor-wide plan assets over time

All Strategic Funding Source Inc. Dba Kapitus plans reported in each filing year

Latest sponsor-wide plan assets
$16M 112.72528349175911% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.69M $16.4M ▲ +112.9%
Year Plans Participants Total Assets
2022 1 231 $8M
2023 1 260 $12M
2024 1 303 $16M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.007694139 · Participants: 231Strategic Funding Source Inc 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Smile Business Products, Inc. 401(k) Plan in CA ($8M); by covered participants it is Thousandeyes, Inc. 401(k) Retirement Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust held essentially flat - down 0.0% during 2022, from $8M to $8M. Reported net income was -$504.
How have Strategic Funding Source Inc. Dba Kapitus plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Funding Source Inc. Dba Kapitus's sponsor-wide assets grew 112.7%, from $8M to $16M.
Which 401(k) plans are similar in size to Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Smile Business Products, Inc. 401(k) Plan in CA ($8M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Thousandeyes, Inc. 401(k) Retirement Plan in CA (231 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010855279.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.