Profit Sharing · DOL Form 5500 · 2023

The Corporate Source, Inc. Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
264
Participants Below avg headcount
65th
Percentile by assets National rank
$50,184
Avg per participant Low balance/head
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Official DOL plan name: The Corporate Source, Inc. 401(a) Plan · Sponsored by The Corporate Source, Inc. · New York · Professional & Technical Services

$13M in assets, 264 participants

The Corporate Source, Inc.'s The Corporate Source, Inc. 401(a) Plan reported $13M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,979 in Professional & Technical Services (20,321 peers)

Coverage in New York

The Corporate Source, Inc. 401(a) Plan covers 264 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $13M.

#12,979
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY

The Corporate Source, Inc. 401(a) Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Corporate Source, Inc. 401(a) Plan vs every filed plan by assets

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

$13,248,494 Top 35% higher than 65% 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

The Corporate Source, Inc. 401(a) 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. The Corporate Source, Inc. 401(a) Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Corporate Source, Inc. 401(a) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Corporate Source, Inc. 401(a) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Corporate Source, Inc. 401(a) Plan reported participants fell from 278 in the plan year 2022 filing to 264 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133882284 · The Corporate Source, Inc. PY 2023 · Profit Sharing

The Corporate Source, Inc. 401(a) Plan · $13M · 264 · 65th

  • TYPE $13M
  • NET 264
  • BOOK 65th
  • VS-ST Profit Sharing
  • BOY near Maynes, Bradford, Shipps and Sheftel, LLP Retirement Savings Plan
  • SCH ind #12979

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 New York →

The Corporate Source, Inc. 401(a) Plan in the asset neighbourhood

The Wells Group, LLC Profit Sharing PlanThe Wells Group, LLC Profit …$13MThe Corporate Source, Inc. 401(a) PlanThe Corporate Source, Inc. 4…$13MMaynes, Bradford, Shipps and Sheftel, LLP Retirement Savings PlanMaynes, Bradford, Shipps and…$13MStephen L. Bland, M.D., Inc. Money Purchase PlanStephen L. Bland, M.D., Inc.…$13MStephen L. Bland, M.D., Inc. Profit Sharing PlanStephen L. Bland, M.D., Inc.…$13M
End-of-year total assets ($M) among The Corporate Source, Inc. 401(a) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN133882284
Plan Effective Date2016-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Corporate Source, Inc.)

Sponsor-wide plan assets over time

All The Corporate Source, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 44.0915510305576% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.6M $21.1M ▲ +44.1%
Year Plans Participants Total Assets
2022 3 664 $15M
2023 3 598 $18M
2024 3 794 $21M

Nearby Profit Sharing Plans in New York

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

The Corporate Source, Inc. 401(a) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants The Corporate Source, Inc. 401(a) Plan, Total assets ($B): 0.013248494 · Participants: 264The Corporate Source, Inc. 401(a) PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
The Corporate Source, Inc. 401(a) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare The Corporate Source, Inc. 401(a) Plan side-by-side with 3 peers →

The Corporate Source, Inc. 401(a) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Maynes, Bradford, Shipps and Sheftel, LLP Retirement Savings Plan in CO ($13M); by covered participants it is 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. in MA (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 The Corporate Source, Inc. 401(a) Plan assets move in 2023? ▼
The Corporate Source, Inc. 401(a) Plan grew sharply - up 19.5% during 2023, from $11M to $13M. Reported net income was $2M.
How have The Corporate Source, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Corporate Source, Inc.'s sponsor-wide assets grew 44.1%, from $15M to $21M.
Which Profit Sharing plans are similar in size to The Corporate Source, Inc. 401(a) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Maynes, Bradford, Shipps and Sheftel, LLP Retirement Savings Plan in CO ($13M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to The Corporate Source, Inc. 401(a) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. in MA (264 participants, $14M 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 133882284.

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.