401(k) · DOL Form 5500 · 2023
Src Ventures, Inc. 401(k) Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 250
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $255,958
- Avg per participant Above avg balance/head
Official DOL plan name: Src Ventures, Inc. 401(k) Retirement Plan · Sponsored by Src Ventures, Inc. · New York · Manufacturing
$64M in assets, 250 participants
Src Ventures, Inc.'s Src Ventures, Inc. 401(k) Retirement Plan reported $64M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,378 in Manufacturing (18,722 peers)
Coverage in New York
Src Ventures, Inc. 401(k) Retirement Plan covers 250 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $64M.
- #15,378
- in Manufacturing (18,722 peers)
- +17.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Src Ventures, Inc. 401(k) Retirement Plan's outsized position by total assets
Src Ventures, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,989,529 Top 12% higher than 88% 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
Src Ventures, Inc. 401(k) Retirement 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. Src Ventures, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Src Ventures, Inc. 401(k) Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Src Ventures, Inc. 401(k) Retirement Plan reported participants rose from 174 in the plan year 2022 filing to 250 in the plan year 2023 filing.
- Src Ventures, Inc. 401(k) Retirement Plan end-of-year assets rose from $54M in the plan year 2022 filing to $64M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 800946320 · Src Ventures, Inc. PY 2023 · 401(k)
Src Ventures, Inc. 401(k) Retirement Plan · $64M · 250 · 88th
- BOOK $64M
- VS-ST 250
- BOY 88th
- SCH 401(k)
- EBSA near United Cooperative 401(k) Plan
- PART ind #15378
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 Manufacturing retirement plans → · Plans in New York →
Src Ventures, Inc. 401(k) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $10M |
| Employer EIN | 800946320 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Src Ventures, Inc.)
Sponsor-wide plan assets over time
All Src Ventures, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $73M 34.01378127962164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 174 | $54M |
| 2023 | 1 | 250 | $64M |
| 2024 | 1 | 211 | $73M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Src Ventures, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is United Cooperative 401(k) Plan in WI ($64M); by covered participants it is Big League Dreams 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- United Cooperative 401(k) Plan (WI) $64M · 651
- Employees Incentive Savings Plan (IN) $64M · 531
- Pfeiffer & Son, Ltd Employee's Profit Sharing & Trust (TX) $64M · 124
- Marcus & Millichap Company 401(k) Plan (CA) $64M · 249
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Big League Dreams 401(k) Plan (CA) 250 · 0 off
- Tolunay-Wong Engineers, Inc. 401(k) Plan (TX) 250 · 0 off
- Connell Foley, LLP Employees 401(k) Profit Sharing Plan (NJ) 250 · 0 off
- Amb Tran Group Limited 401(k) Plan (IL) 250 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.