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
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.
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 EIN | 150589832 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Src, Inc.)
| 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
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
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? ▼
How have Src, Inc. plan assets changed over time? ▼
Where does Src, Inc. Qualified Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Src, Inc. Qualified Retirement Plan
Scale reading
Ways to act on Src, Inc. Qualified Retirement Plan's numbers.
- By total assets, Src, Inc. Qualified Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Src, Inc.'s sponsor-wide assets have grown 29.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans