401(k) · DOL Form 5500 · 2023

Schedule Source, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
38th
Percentile by assets National rank
$571,749
Avg per participant High balance/head
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Official DOL plan name: Schedule Source, Inc. 401(k) Plan · Sponsored by Schedule Source, Inc. · Colorado · Information & Media

$3M in assets, 6 participants

Schedule Source, Inc.'s Schedule Source, Inc. 401(k) Plan reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #618 in Information & Media (2,818 peers)

Schedule Source, Inc. multi-year trail

Schedule Source, Inc.'s plans moved +28.9% in assets from 2022 to 2024; this filing shows Schedule Source, Inc. 401(k) Plan at $3M / 6 participants.

#618
in Information & Media (2,818 peers)
+24.1%
assets growth YoY

Schedule Source, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Schedule Source, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,430,495 38th percentile higher than 38% of 127,068 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 2023

Schedule Source, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schedule Source, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schedule Source, Inc. 401(k) Plan reported net income rose from -$343K in the plan year 2022 filing to $667K in the plan year 2023 filing.
  • Schedule Source, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Schedule Source, Inc. 401(k) Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841576507 · Schedule Source, Inc. PY 2023 · 401(k)

Schedule Source, Inc. 401(k) Plan · $3M · 6 · 38th

  • PART $3M
  • PART 6
  • PART 38th
  • PART 401(k)
  • PART near Warwick Mills, Inc. 401(k) Plan
  • PART ind #618

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 Information & Media retirement plans → · Plans in Colorado →

Schedule Source, Inc. 401(k) Plan in the asset neighbourhood

Schedule Source, Inc. 401(k) PlanSchedule Source, Inc. 401(k)…$3MWarwick Mills, Inc. 401(k) PlanWarwick Mills, Inc. 401(k) P…$3MMaple Family Dental of Libertyville, Ltd. 401(k) Profit Sharing PlanMaple Family Dental of Liber…$3MHendrix-Isa, LLC 401(k) Plan$3MFabtex, Inc. 401(k) Profit Sharing PlanFabtex, Inc. 401(k) Profit S…$3M
End-of-year total assets ($M) among Schedule Source, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Schedule Source, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Schedule Source, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 28.888006089866046% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.76M $3.56M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 6 $3M
2024 1 6 $4M

Schedule Source, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$667K
Employer EIN841576507
Plan Effective Date2005-08-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Schedule Source, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Schedule Source, Inc. 401(k) Plan, Total assets ($B): 0.003430495 · Participants: 6Schedule Source, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Schedule Source, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Schedule Source, Inc. 401(k) Plan side-by-side with 3 peers →

Schedule Source, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Warwick Mills, Inc. 401(k) Plan in NH ($3M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Schedule Source, Inc. 401(k) Plan assets move in 2023? ▼
Schedule Source, Inc. 401(k) Plan grew sharply - up 24.1% during 2023, from $3M to $3M. Reported net income was $667K.
How have Schedule Source, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schedule Source, Inc.'s sponsor-wide assets grew 28.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Schedule Source, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Warwick Mills, Inc. 401(k) Plan in NH ($3M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Schedule Source, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841576507.

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.