401(k) · DOL Form 5500 · 2023

E Source Companies, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
228
Participants Below avg headcount
72nd
Percentile by assets National rank
$83,683
Avg per participant Below avg balance/head
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Official DOL plan name: E Source 401(k) Plan · Sponsored by E Source Companies, LLC · Colorado · Professional & Technical Services

$19M in assets, 228 participants

E Source Companies, LLC's E Source 401(k) Plan reported $19M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,509 in Professional & Technical Services (20,321 peers)

E Source Companies, LLC multi-year trail

E Source Companies, LLC's plans moved +64.8% in assets from 2022 to 2024; this filing shows E Source 401(k) Plan at $19M / 228 participants.

#14,509
in Professional & Technical Services (20,321 peers)
+25.7%
assets growth YoY

E Source 401(k) Plan's outsized position by total assets

E Source 401(k) Plan vs every filed plan by assets

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

$19,079,775 Top 28% higher than 72% 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

E Source 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. E Source 401(k) Plan sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E Source 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • E Source 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • E Source 401(k) Plan reported participants rose from 207 in the plan year 2022 filing to 228 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204402870 · E Source Companies, LLC PY 2023 · 401(k)

E Source 401(k) Plan · $19M · 228 · 72nd

  • PHOTO $19M
  • PHOTO 228
  • PHOTO 72nd
  • PHOTO 401(k)
  • PHOTO near Delos Living, LLC 401(k) Plan
  • PHOTO ind #14509

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 Colorado →

E Source 401(k) Plan in the asset neighbourhood

E Source 401(k) Plan$19MDelos Living, LLC 401(k) Plan$19MThe Johnson Company, Inc. Retirement Savings PlanThe Johnson Company, Inc. Re…$19MSystems Engineering, Inc. 401(k) Profit Sharing PlanSystems Engineering, Inc. 40…$19MSpecialty Systems 401(k) Plan$19M
End-of-year total assets ($M) among E Source 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

E Source Companies, LLC multi-year asset trail

Sponsor-wide plan assets over time

All E Source Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 64.75309903991742% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.2M $25M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 207 $15M
2023 1 228 $19M
2024 1 318 $25M

E Source Companies, LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN204402870
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

E Source 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants E Source 401(k) Plan, Total assets ($B): 0.019079775 · Participants: 228E Source 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
E Source 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare E Source 401(k) Plan side-by-side with 3 peers →

E Source 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Delos Living, LLC 401(k) Plan in NY ($19M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (228 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 E Source 401(k) Plan assets move in 2023? ▼
E Source 401(k) Plan grew sharply - up 25.7% during 2023, from $15M to $19M. Reported net income was $4M.
How have E Source Companies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E Source Companies, LLC's sponsor-wide assets grew 64.8%, from $15M to $25M.
Which 401(k) plans are similar in size to E Source 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delos Living, LLC 401(k) Plan in NY ($19M, 207 participants).
Which 401(k) plans cover a similar participant headcount to E Source 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cam Properties 401(k) Plan in AZ (228 participants, $2M 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 204402870.

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.