Money Purchase · DOL Form 5500 · 2023

Src, Inc. Money Purchase Plan

Data updated 2026-08-25

$257M
Total assets Near avg plan size
1,211
Participants Near avg headcount
96th
Percentile by assets National rank
$211,988
Avg per participant Above avg balance/head
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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.

  • #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.

#19,665
in Professional & Technical Services (20,321 peers)
+16.5%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Src, Inc. Qualified Retirement Plan's outsized position by total assets

Src, Inc. Qualified Retirement Plan vs every filed plan by assets

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

$256,717,198 Top 4% higher than 96% 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

Src, Inc. Qualified Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Src, Inc. Qualified Retirement Plan lands in the large band (1,211 participants).

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 →

Form 5500 schedule snapshot

Filing strip 150589832 · Src, Inc. PY 2023 · Money Purchase

Src, Inc. Qualified Retirement Plan · $257M · 1,211 · 96th

  • BOY $257M
  • BOY 1,211
  • BOY 96th
  • BOY Money Purchase
  • BOY near Bowdoin College Retirement Plan
  • BOY ind #19665

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 Professional & Technical Services retirement plans → · Plans in New York →

Src, Inc. Qualified Retirement Plan in the asset neighbourhood

The Scripps Research Institute Faculty and Management Retirement PlanThe Scripps Research Institu…$259MSrc, Inc. Qualified Retirement PlanSrc, Inc. Qualified Retireme…$257MBowdoin College Retirement PlanBowdoin College Retirement P…$255MUfcw No. California Food Employers Joint Individual Account PlanUfcw No. California Food Emp…$254MNational Hockey League Players Pension PlanNational Hockey League Playe…$254M
End-of-year total assets ($M) among Src, Inc. Qualified Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Src, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$641M 29.865718306618067% vs 2022
2024 filing year
$450M$500M$550M$600M$650M$700M 202220232024 $493M $641M ▲ +29.9%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 0246 Total assets ($B) Participants Src, Inc. Qualified Retirement Plan, Total assets ($B): 0.256717198 · Participants: 1211Src, Inc. Qualified Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Src, Inc. Qualified Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Src, Inc. Qualified Retirement Plan side-by-side with 3 peers →

Src, Inc. Qualified Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Bowdoin College Retirement Plan in ME ($255M); by covered participants it is Union Hospital Money Purchase Retirement Plan in OH (1,200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,211 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 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).
Which Money Purchase plans cover a similar participant headcount to Src, Inc. Qualified Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Union Hospital Money Purchase Retirement Plan in OH (1,200 participants, N/A 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 150589832.

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.