401(k) · DOL Form 5500 · 2023

Direct Source, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
71
Participants Small participant base
64th
Percentile by assets National rank
$185,703
Avg per participant Above avg balance/head
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Official DOL plan name: Direct Source, Inc. Retirement Plan · Sponsored by Direct Source, Inc. · Minnesota · Wholesale Trade

$13M in assets, 71 participants

Direct Source, Inc.'s Direct Source, Inc. Retirement Plan reported $13M in total assets and 71 participants in its 2023 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.

  • #3,660 in Wholesale Trade (6,309 peers)

Direct Source, Inc. multi-year trail

Direct Source, Inc.'s plans moved +47.8% in assets from 2022 to 2024; this filing shows Direct Source, Inc. Retirement Plan at $13M / 71 participants.

#3,660
in Wholesale Trade (6,309 peers)
+24.0%
assets growth YoY

Direct Source, Inc. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Direct Source, Inc. Retirement Plan vs every filed plan by assets

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

$13,184,927 Top 36% higher than 64% 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

Direct Source, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Direct Source, Inc. Retirement Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Direct Source, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Direct Source, Inc. Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Direct Source, Inc. Retirement Plan reported participants rose from 62 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411739741 · Direct Source, Inc. PY 2023 · 401(k)

Direct Source, Inc. Retirement Plan · $13M · 71 · 64th

  • BOOK $13M
  • VS-ST 71
  • BOY 64th
  • SCH 401(k)
  • EBSA near Physicians Laboratory Profit Sharing 401(k) Retirement Plan
  • PART ind #3660

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Direct Source, Inc. Retirement Plan in the asset neighbourhood

Mccluskey Chevrolet, Inc. 401(k) Profit Sharing PlanMccluskey Chevrolet, Inc. 40…$13MConsortium Health Plans, Inc. 401(k) PlanConsortium Health Plans, Inc…$13MDirect Source, Inc. Retirement PlanDirect Source, Inc. Retireme…$13MPhysicians Laboratory Profit Sharing 401(k) Retirement PlanPhysicians Laboratory Profit…$13MBosse' Rollman PC 401(k) Profit Sharing Plan & Trust AgreementBosse' Rollman PC 401(k) Pro…$13M
End-of-year total assets ($M) among Direct Source, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Direct Source, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$16M 47.77096532698431% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.6M $15.7M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 62 $11M
2023 1 71 $13M
2024 1 69 $16M

Direct Source, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN411739741
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Direct Source, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Direct Source, Inc. Retirement Plan, Total assets ($B): 0.013184927 · Participants: 71Direct Source, Inc. Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Direct Source, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Direct Source, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Physicians Laboratory Profit Sharing 401(k) Retirement Plan in NE ($13M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Direct Source, Inc. Retirement Plan assets move in 2023? ▼
Direct Source, Inc. Retirement Plan grew sharply - up 24.0% during 2023, from $11M to $13M. Reported net income was $3M.
How have Direct Source, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Direct Source, Inc.'s sponsor-wide assets grew 47.8%, from $11M to $16M.
Which 401(k) plans are similar in size to Direct Source, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Physicians Laboratory Profit Sharing 401(k) Retirement Plan in NE ($13M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Direct Source, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 411739741.

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.