401(k) · DOL Form 5500 · 2023
Src Ventures, Inc. 401(k) Plan
Data updated 2026-08-11
- $64M
- Total assets
- 250
- Participants
- 88th
- Percentile by assets
- $255,958
- Avg per participant
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.
- 88th percentile by assets (of 127,072 plans)
- #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.
- $64M
- total plan assets (2023 EOY)
- 250
- covered participants
- 88th
- percentile by assets (of 127,072 plans)
- $255,958
- avg assets per participant
Where Src Ventures, Inc. 401(k) Retirement Plan sits 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
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Src Ventures, Inc. 401(k) Retirement Plan reports 250 participants - about 31% of that state average ($64M EOY assets).
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.)
| 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Src Ventures, Inc. 401(k) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Src Ventures, Inc. 401(k) Retirement Plan's numbers.
- By total assets, Src Ventures, Inc. 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Src Ventures, Inc.'s sponsor-wide assets have grown 34.0% since 2022 across 3 plan years on file. More Manufacturing plans