Profit Sharing · DOL Form 5500 · 2023

Servicesource, Inc. Profit Sharing Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
1,216
Participants Near avg headcount
75th
Percentile by assets National rank
$18,408
Avg per participant Low balance/head
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Official DOL plan name: Servicesource, Inc. 401(a) Retirement Plan · Sponsored by Servicesource, Inc. · Virginia · Healthcare & Social Assistance

$22M in assets, 1,216 participants

Servicesource, Inc.'s Servicesource, Inc. 401(a) Retirement Plan reported $22M in total assets and 1,216 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,908 in Healthcare & Social Assistance (17,684 peers)

Where Servicesource, Inc. 401(a) Retirement Plan sits by assets

Servicesource, Inc. 401(a) Retirement Plan sits in the top quartile of all filed plans by assets, $22M for 1,216 participants (~$18,408/participant), up 12.5% in 2023.

#13,908
in Healthcare & Social Assistance (17,684 peers)
+12.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Servicesource, Inc. 401(a) Retirement Plan's outsized position by total assets

Servicesource, Inc. 401(a) Retirement Plan vs every filed plan by assets

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

$22,384,089 Top 25% higher than 75% 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. 401(a) 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. 401(a) Retirement Plan lands in the large band (1,216 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Servicesource, Inc. 401(a) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Servicesource, Inc. 401(a) Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Servicesource, Inc. 401(a) Retirement Plan reported participants fell from 1,253 in the plan year 2022 filing to 1,216 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 · Profit Sharing

Servicesource, Inc. 401(a) Retirement Plan · $22M · 1,216 · 75th

  • BOOK $22M
  • VS-ST 1,216
  • BOY 75th
  • SCH Profit Sharing
  • EBSA near IBEW Local 1249 Annuity Fund
  • PART ind #13908

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. 401(a) Retirement Plan in the asset neighbourhood

I.B.E.W. Local 139 Annuity PlanI.B.E.W. Local 139 Annuity P…$23MIBEW Local 1249 Annuity Fund$23MServicesource, Inc. 401(a) Retirement PlanServicesource, Inc. 401(a) R…$22MVigo Importing Company Profit Sharing PlanVigo Importing Company Profi…$22MArc Excess & Surplus, LLC Retirement PlanArc Excess & Surplus, LLC Re…$22M
End-of-year total assets ($M) among Servicesource, Inc. 401(a) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN540901256
Plan Effective Date1991-01-01
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 Profit Sharing Plans in Virginia

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

Servicesource, Inc. 401(a) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. 0200040006000 -0.500.511.5 Total assets ($B) Participants Servicesource, Inc. 401(a) Retirement Plan, Total assets ($B): 0.022384089 · Participants: 1216Servicesource, Inc. 401(a) Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Servicesource, Inc. 401(a) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Servicesource, Inc. 401(a) Retirement Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest Profit Sharing by assets is IBEW Local 1249 Annuity Fund in NY ($23M); by covered participants it is Western Wisconsin Electrical Workers Retirement Plan in WI (1,217 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,216 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. 401(a) Retirement Plan assets move in 2023? ▼
Servicesource, Inc. 401(a) Retirement Plan grew at a solid clip - up 12.5% during 2023, from $20M to $22M. Reported net income was $2M.
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. 401(a) Retirement Plan rank by assets among Form 5500 filers? ▼
Servicesource, Inc. 401(a) Retirement Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Servicesource, Inc. 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is IBEW Local 1249 Annuity Fund in NY ($23M, 3,026 participants).
Which Profit Sharing plans cover a similar participant headcount to Servicesource, Inc. 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Western Wisconsin Electrical Workers Retirement Plan in WI (1,217 participants, $293M 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.