Other · DOL Form 5500 · 2023

SOURCEAMERICA Retirement Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
429
Participants Below avg headcount
92nd
Percentile by assets National rank
$277,881
Avg per participant High balance/head
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Official DOL plan name: Sourceamerica Tax Deferred Annuity Plan · Sponsored by SOURCEAMERICA · Virginia · Professional & Technical Services

$119M in assets, 429 participants

SOURCEAMERICA's Sourceamerica Tax Deferred Annuity Plan reported $119M in total assets and 429 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #19,009 in Professional & Technical Services (20,321 peers)

Where Sourceamerica Tax Deferred Annuity Plan sits by assets

Sourceamerica Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $119M for 429 participants (~$277,881/participant), up 16.7% in 2023.

#19,009
in Professional & Technical Services (20,321 peers)
+16.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Sourceamerica Tax Deferred Annuity Plan's outsized position by total assets

Sourceamerica Tax Deferred Annuity Plan vs every filed plan by assets

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

$119,210,822 Top 8% higher than 92% 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

Sourceamerica Tax Deferred Annuity 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. Sourceamerica Tax Deferred Annuity Plan sits mid-pack in the medium band (429 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sourceamerica Tax Deferred Annuity Plan reported net income rose from -$23M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Sourceamerica Tax Deferred Annuity Plan end-of-year assets rose from $102M in the plan year 2022 filing to $119M in the plan year 2023 filing.
  • Sourceamerica Tax Deferred Annuity Plan reported participants rose from 420 in the plan year 2022 filing to 429 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521007153 · SOURCEAMERICA PY 2023 · Other

Sourceamerica Tax Deferred Annuity Plan · $119M · 429 · 92nd

  • NET $119M
  • BOOK 429
  • VS-ST 92nd
  • BOY Other
  • SCH near Drummond Company, Inc. Savings Plan for Salaried Employees
  • EBSA ind #19009

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 Virginia →

Sourceamerica Tax Deferred Annuity Plan in the asset neighbourhood

Sourceamerica Tax Deferred Annuity PlanSourceamerica Tax Deferred A…$119MDrummond Company, Inc. Savings Plan for Salaried EmployeesDrummond Company, Inc. Savin…$119MNational Audubon Society Tax Deferred Annuity PlanNational Audubon Society Tax…$119MRegional Enterprises, Inc. 403(b) PlanRegional Enterprises, Inc. 4…$119M403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania403(b) Thrift Plan for Conco…$119M
End-of-year total assets ($M) among Sourceamerica Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$119M
Net Income$17M
Employer EIN521007153
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SOURCEAMERICA)

Sponsor-wide plan assets over time

All SOURCEAMERICA plans reported in each filing year

Latest sponsor-wide plan assets
$135M 32.21664602986496% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $102M $135M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 420 $102M
2023 1 429 $119M
2024 1 445 $135M

Nearby Other Plans in Virginia

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

Sourceamerica Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Sourceamerica Tax Deferred Annuity Plan, Total assets ($B): 0.119210822 · Participants: 429Sourceamerica Tax Deferred Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Sourceamerica Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Sourceamerica Tax Deferred Annuity Plan side-by-side with 3 peers →

Sourceamerica Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Drummond Company, Inc. Savings Plan for Salaried Employees in AL ($119M); by covered participants it is Regis College DC Retirement Plan in MA (429 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (429 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 Sourceamerica Tax Deferred Annuity Plan assets move in 2023? ▼
Sourceamerica Tax Deferred Annuity Plan grew sharply - up 16.7% during 2023, from $102M to $119M. Reported net income was $17M.
How have SOURCEAMERICA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SOURCEAMERICA's sponsor-wide assets grew 32.2%, from $102M to $135M.
Where does Sourceamerica Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Sourceamerica Tax Deferred Annuity Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Sourceamerica Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Drummond Company, Inc. Savings Plan for Salaried Employees in AL ($119M, 451 participants).
Which Other plans cover a similar participant headcount to Sourceamerica Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Regis College DC Retirement Plan in MA (429 participants, $61M 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 521007153.

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.