Other · DOL Form 5500 · 2023

SOURCEAMERICA Retirement Plan

Data updated 2026-08-11

$119M
Total assets
429
Participants
92nd
Percentile by assets
$277,881
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$119M
total plan assets (2023 EOY)
429
covered participants
92nd
percentile by assets (of 127,072 plans)
$277,881
avg assets per participant

Where Sourceamerica Tax Deferred Annuity Plan sits 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 $2,010,000,000 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

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 →

State
Virginia
Industry
Professional & Technical Services

Sourceamerica Tax Deferred Annuity Plan vs the 2023 asset distribution

By assets, Sourceamerica Tax Deferred Annuity Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

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)

$90M$100M$110M$120M$130M$140M 202220232024 $102M $135M ▲ +32.2%
Total plan assets by year, all SOURCEAMERICA plans on file
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 ($B) Participants Sourceamerica Tax De…, Total assets ($B): 0.119210822 · Participants: 429Sourceamerica Tax De…Sentara 403(b) Savin…, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savin…The George Washingto…, Total assets ($B): 1.530650403 · Participants: 8047The George Washingto…Institute for Defens…, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defens…Carilion Clinic 403(…, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(…Centra Health Matchi…, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matchi…
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 →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sourceamerica Tax Deferred Annuity Plan by total assets, not by location.

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).

Next read for Sourceamerica Tax Deferred Annuity Plan

Scale reading

Ways to act on Sourceamerica Tax Deferred Annuity Plan's numbers.

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.