Money Purchase · DOL Form 5500 · 2023

Src, Inc. Money Purchase Plan

Data updated 2026-08-11

$257M
Total assets
1,211
Participants
96th
Percentile by assets
$211,988
Avg per participant
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Official DOL plan name: Src, Inc. Qualified Retirement Plan · Sponsored by Src, Inc. · New York · Professional & Technical Services

$257M in assets, 1,211 participants

Src, Inc.'s Src, Inc. Qualified Retirement Plan reported $257M in total assets and 1,211 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #19,665 in Professional & Technical Services (20,321 peers)

Where Src, Inc. Qualified Retirement Plan sits by assets

Src, Inc. Qualified Retirement Plan sits in the top 5% of all filed plans by assets, $257M for 1,211 participants (~$211,988/participant), up 16.5% in 2023.

$257M
total plan assets (2023 EOY)
1,211
covered participants
96th
percentile by assets (of 127,072 plans)
$211,988
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Src, Inc. Qualified Retirement Plan reported net income rose from -$33M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Src, Inc. Qualified Retirement Plan end-of-year assets rose from $220M in the plan year 2022 filing to $257M in the plan year 2023 filing.
  • Src, Inc. Qualified Retirement Plan reported participants fell from 1,289 in the plan year 2022 filing to 1,211 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Src, Inc. Qualified Retirement Plan vs the 2023 asset distribution

By assets, Src, Inc. Qualified Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$220M
Net Assets (End of Year)$257M
Net Income$36M
Employer EIN150589832
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Src, Inc.)

$450M$500M$550M$600M$650M$700M 202220232024 $493M $641M ▲ +29.9%
Total plan assets by year, all Src, Inc. plans on file
Year Plans Participants Total Assets
2022 2 2,578 $493M
2023 2 2,432 $568M
2024 2 2,314 $641M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Src, Inc. Qualified Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Src, Inc. Qualified Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 0246 Total assets ($B) Participants Src, Inc. Qualified …Tiaa Retirement PlanYoung Men's Christia…McKinsey & Company, …Brookhaven Science A…Iron Workers Locals …
Src, Inc. Qualified Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Src, Inc. Qualified Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Src, Inc. Qualified Retirement Plan assets move in 2023?
Src, Inc. Qualified Retirement Plan grew sharply - up 16.5% during 2023, from $220M to $257M. Reported net income was $36M.
How have Src, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Src, Inc.'s sponsor-wide assets grew 29.9%, from $493M to $641M.
Where does Src, Inc. Qualified Retirement Plan rank by assets among Form 5500 filers?
Src, Inc. Qualified Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Src, Inc. Qualified Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Bowdoin College Retirement Plan in ME ($255M, 860 participants).

Scale reading

Ways to act on Src, Inc. Qualified Retirement Plan's numbers.