Other · DOL Form 5500 · 2023

The Corporate Source, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
198
Participants Below avg headcount
33rd
Percentile by assets National rank
$12,687
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Corporate Source, Inc. 403(b) Plan · Sponsored by The Corporate Source, Inc. · New York · Professional & Technical Services

$3M in assets, 198 participants

The Corporate Source, Inc.'s The Corporate Source, Inc. 403(b) Plan reported $3M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,040 in Professional & Technical Services (20,321 peers)

Coverage in New York

The Corporate Source, Inc. 403(b) Plan covers 198 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $3M.

#6,040
in Professional & Technical Services (20,321 peers)
+26.5%
assets growth YoY

The Corporate Source, Inc. 403(b) Plan among the smaller filed plans by assets

The Corporate Source, Inc. 403(b) Plan vs every filed plan by assets

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

$2,512,092 33rd percentile higher than 33% 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. 403(b) 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. 403(b) Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Corporate Source, Inc. 403(b) Plan reported net income rose from -$140K in the plan year 2022 filing to $527K in the plan year 2023 filing.
  • The Corporate Source, Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Corporate Source, Inc. 403(b) Plan reported participants fell from 257 in the plan year 2022 filing to 198 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

The Corporate Source, Inc. 403(b) Plan · $3M · 198 · 33rd

  • EIN $3M
  • RANK 198
  • PHOTO 33rd
  • IND Other
  • EOY near West Alabama Mental Health Board, Inc. 403(b) Plan
  • 5500 ind #6040

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. 403(b) Plan in the asset neighbourhood

Lulac Head Start, Inc. 403(b) Retirement PlanLulac Head Start, Inc. 403(b…$3MSage Memorial Hospital Tax Sheltered AnnuitySage Memorial Hospital Tax S…$3MThe Corporate Source, Inc. 403(b) PlanThe Corporate Source, Inc. 4…$3MWest Alabama Mental Health Board, Inc. 403(b) PlanWest Alabama Mental Health B…$3MJames H Walker Keogh Plan$2M
End-of-year total assets ($M) among The Corporate Source, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$527K
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 Other Plans in New York

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

The Corporate Source, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Corporate Source, Inc. 403(b) Plan, Total assets ($B): 0.002512092 · Participants: 198The Corporate Source, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
The Corporate Source, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Corporate Source, Inc. 403(b) Plan side-by-side with 3 peers →

The Corporate Source, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is West Alabama Mental Health Board, Inc. 403(b) Plan in AL ($3M); by covered participants it is The Buckley School Defined Contribution Plan in CA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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. 403(b) Plan assets move in 2023? ▼
The Corporate Source, Inc. 403(b) Plan grew sharply - up 26.5% during 2023, from $2M to $3M. Reported net income was $527K.
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 Other plans are similar in size to The Corporate Source, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is West Alabama Mental Health Board, Inc. 403(b) Plan in AL ($3M, 83 participants).
Which Other plans cover a similar participant headcount to The Corporate Source, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Buckley School Defined Contribution Plan in CA (198 participants, $70M 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.