Other · DOL Form 5500 · 2023

Servicesource, Inc. Retirement Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
2,458
Participants Above avg headcount
92nd
Percentile by assets National rank
$43,967
Avg per participant Low balance/head
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Official DOL plan name: Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan · Sponsored by Servicesource, Inc. · Virginia · Healthcare & Social Assistance

$108M in assets, 2,458 participants

Servicesource, Inc.'s Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan reported $108M in total assets and 2,458 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,418 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan covers 2,458 participants in Virginia, 3.1x the typical Virginia plan (state average ~782 per filing). Assets: $108M.

#16,418
in Healthcare & Social Assistance (17,684 peers)
+18.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan's outsized position by total assets

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan vs every filed plan by assets

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

$108,070,203 Top 8% higher than 92% 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

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan lands in the large band (2,458 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan end-of-year assets rose from $92M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan reported participants rose from 2,392 in the plan year 2022 filing to 2,458 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540901256 · Servicesource, Inc. PY 2023 · Other

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan · $108M · 2,458 · 92nd

  • IND $108M
  • IND 2,458
  • IND 92nd
  • IND Other
  • IND near Door County Memorial Hospital Tax Deferred Annuity Plan
  • IND ind #16418

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan in the asset neighbourhood

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement PlanServicesource, Inc. 403(b) T…$108MDoor County Memorial Hospital Tax Deferred Annuity PlanDoor County Memorial Hospita…$108MSamford University 403(b) Salary Deferral and Defined Contribution PlanSamford University 403(b) Sa…$108MGreenwich Academy Inc. Defined Contribution Retirement PlanGreenwich Academy Inc. Defin…$108MWabash College Retirement PlanWabash College Retirement Pl…$108M
End-of-year total assets ($M) among Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$108M
Net Income$17M
Employer EIN540901256
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Servicesource, Inc.)

Sponsor-wide plan assets over time

All Servicesource, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$150M 34.23418693134009% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $111M $150M ▲ +34.2%
Year Plans Participants Total Assets
2022 2 3,645 $111M
2023 2 3,674 $130M
2024 2 3,884 $150M

Nearby Other Plans in Virginia

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

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -101234 Total assets ($B) Participants Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan, Total assets ($B): 0.108070203 · Participants: 2458Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan side-by-side with 3 peers →

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Door County Memorial Hospital Tax Deferred Annuity Plan in WI ($108M); by covered participants it is Empath Health 403(b) Plan in FL (2,464 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,458 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 Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan assets move in 2023? ▼
Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan grew sharply - up 18.0% during 2023, from $92M to $108M. Reported net income was $17M.
How have Servicesource, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Servicesource, Inc.'s sponsor-wide assets grew 34.2%, from $111M to $150M.
Where does Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan rank by assets among Form 5500 filers? ▼
Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Door County Memorial Hospital Tax Deferred Annuity Plan in WI ($108M, 715 participants).
Which Other plans cover a similar participant headcount to Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Empath Health 403(b) Plan in FL (2,464 participants, $133M 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 540901256.

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.