401(k) · DOL Form 5500 · 2023

Sourcebooks, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
189
Participants Below avg headcount
67th
Percentile by assets National rank
$77,651
Avg per participant Below avg balance/head
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Official DOL plan name: Sourcebooks, LLC 401(k) Plan · Sponsored by Sourcebooks, LLC · Illinois · Finance & Insurance

$15M in assets, 189 participants

Sourcebooks, LLC's Sourcebooks, LLC 401(k) Plan reported $15M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,598 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Sourcebooks, LLC 401(k) Plan covers 189 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $15M.

#4,598
in Finance & Insurance (8,869 peers)
+41.8%
assets growth YoY

Sourcebooks, LLC 401(k) Plan's outsized position by total assets

Sourcebooks, LLC 401(k) Plan vs every filed plan by assets

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

$14,676,101 Top 33% higher than 67% 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

Sourcebooks, LLC 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. Sourcebooks, LLC 401(k) Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sourcebooks, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sourcebooks, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Sourcebooks, LLC 401(k) Plan reported participants rose from 157 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363547944 · Sourcebooks, LLC PY 2023 · 401(k)

Sourcebooks, LLC 401(k) Plan · $15M · 189 · 67th

  • 5500 $15M
  • ASSETS 189
  • PCT 67th
  • EIN 401(k)
  • RANK near Alabama Pediatric Dental Associates and Orthodontics 401(k) Plan & Trust
  • PHOTO ind #4598

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 Finance & Insurance retirement plans → · Plans in Illinois →

Sourcebooks, LLC 401(k) Plan in the asset neighbourhood

Sourcebooks, LLC 401(k) Plan$15MAlabama Pediatric Dental Associates and Orthodontics 401(k) Plan & TrustAlabama Pediatric Dental Ass…$15MManagement Controls, Inc. 401(k) PlanManagement Controls, Inc. 40…$15MAltman Specialty Plants LLC 401(k) Retirement PlanAltman Specialty Plants LLC …$15MLife Pittsburgh 401(k) Savings PlanLife Pittsburgh 401(k) Savin…$15M
End-of-year total assets ($M) among Sourcebooks, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN363547944
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sourcebooks, LLC)

Sponsor-wide plan assets over time

All Sourcebooks, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 94.26285678059621% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.4M $20.1M ▲ +94.2%
Year Plans Participants Total Assets
2022 1 157 $10M
2023 1 189 $15M
2024 1 256 $20M

Nearby 401(k) Plans in Illinois

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

Sourcebooks, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Sourcebooks, LLC 401(k) Plan, Total assets ($B): 0.014676101 · Participants: 189Sourcebooks, LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Sourcebooks, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sourcebooks, LLC 401(k) Plan side-by-side with 3 peers →

Sourcebooks, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Alabama Pediatric Dental Associates and Orthodontics 401(k) Plan & Trust in AL ($15M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Sourcebooks, LLC 401(k) Plan assets move in 2023? ▼
Sourcebooks, LLC 401(k) Plan surged - up 41.8% during 2023, from $10M to $15M. Reported net income was $4M.
How have Sourcebooks, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sourcebooks, LLC's sponsor-wide assets grew 94.3%, from $10M to $20M.
Which 401(k) plans are similar in size to Sourcebooks, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alabama Pediatric Dental Associates and Orthodontics 401(k) Plan & Trust in AL ($15M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Sourcebooks, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants, N/A 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 363547944.

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.