401(k) · DOL Form 5500 · 2023

Sourcehov Tax, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 197
Participants Below avg headcount: 59th
Percentile by assets National rank: $51,838
Avg per participant Low balance/head

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Official DOL plan name: Sourcehov Tax, LLC 401(k) Plan · Sponsored by Sourcehov Tax, LLC · Texas · Professional & Technical Services

$10M in assets, 197 participants

Sourcehov Tax, LLC's Sourcehov Tax, LLC 401(k) Plan reported $10M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

#11,743 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Sourcehov Tax, LLC 401(k) Plan covers 197 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#11,743
in Professional & Technical Services (20,321 peers): +47.0%
assets growth YoY

Sourcehov Tax, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sourcehov Tax, LLC 401(k) Plan vs every filed plan by assets

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

$10,212,078 Top 41% higher than 59% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sourcehov Tax, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sourcehov Tax, LLC 401(k) Plan sits mid-pack in the medium band (197 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Sourcehov Tax, LLC 401(k) Plan reported net income rose from $660K in the plan year 2022 filing to $3M in the plan year 2023 filing.
Sourcehov Tax, LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Sourcehov Tax, LLC 401(k) Plan reported participants rose from 152 in the plan year 2022 filing to 197 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752010265 · Sourcehov Tax, LLC PY 2023 · 401(k)

Sourcehov Tax, LLC 401(k) Plan · $10M · 197 · 59th

PHOTO $10M
PHOTO 197
PHOTO 59th
PHOTO 401(k)
PHOTO near Nucera 401(k) Plan
PHOTO ind #11743

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 Texas →

End-of-year total assets ($M) among Sourcehov Tax, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$10M
Net Income	$3M
Employer EIN	752010265
Plan Effective Date	2020-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sourcehov Tax, LLC)

Latest sponsor-wide plan assets: $13M 89.09786030915382% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	152	$7M
2023	1	197	$10M
2024	1	236	$13M

Nearby 401(k) Plans in Texas

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

Sourcehov Tax, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Sourcehov Tax, LLC 401(k) Plan side-by-side with 3 peers →

Sourcehov Tax, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Nucera 401(k) Plan in OK ($10M); by covered participants it is Rave 401(k) Plan in MA (197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Nucera 401(k) Plan (OK) $10M · 117
Riot Platforms, Inc. 401(k) Plan (CO) $10M · 502
Jump Associates LLC 401(k) Profit Sharing Plan and Trust (CA) $10M · 24
Asian Network 401(k) Plan (CA) $10M · 60

Similar participant headcount

Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.

Rave 401(k) Plan (MA) 197 · 0 off
Pubco Corporation and Subsidiaries 401(k) Plan (OH) 197 · 0 off
Exeter Government Services, LLC 401(k) Retirement (MD) 197 · 0 off
Acton Medical Associates, P.C. 401(k) Profit Sharing Plan (MA) 197 · 0 off

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 Sourcehov Tax, LLC 401(k) Plan assets move in 2023? ▼

Sourcehov Tax, LLC 401(k) Plan surged - up 47.0% during 2023, from $7M to $10M. Reported net income was $3M.

How have Sourcehov Tax, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sourcehov Tax, LLC's sponsor-wide assets grew 89.1%, from $7M to $13M.

Which 401(k) plans are similar in size to Sourcehov Tax, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Nucera 401(k) Plan in OK ($10M, 117 participants).

Which 401(k) plans cover a similar participant headcount to Sourcehov Tax, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Rave 401(k) Plan in MA (197 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 752010265.