401(k) · DOL Form 5500 · 2023

The Sourcing Group 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
200
Participants Below avg headcount
52nd
Percentile by assets National rank
$37,550
Avg per participant Low balance/head
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Official DOL plan name: The Sourcing Group Profit Sharing 401(k) Plan and Trust · Sponsored by The Sourcing Group · California · Professional & Technical Services

$8M in assets, 200 participants

The Sourcing Group's The Sourcing Group Profit Sharing 401(k) Plan and Trust reported $8M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,336 in Professional & Technical Services (20,321 peers)

Coverage in California

The Sourcing Group Profit Sharing 401(k) Plan and Trust covers 200 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,336
in Professional & Technical Services (20,321 peers)
+19.0%
assets growth YoY

The Sourcing Group Profit Sharing 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

The Sourcing Group Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

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

$7,509,970 Top 48% higher than 52% 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 Sourcing Group Profit Sharing 401(k) Plan and Trust 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 Sourcing Group Profit Sharing 401(k) Plan and Trust sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sourcing Group Profit Sharing 401(k) Plan and Trust reported net income rose from -$532K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Sourcing Group Profit Sharing 401(k) Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Sourcing Group Profit Sharing 401(k) Plan and Trust reported participants rose from 182 in the plan year 2022 filing to 200 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 800101793 · The Sourcing Group PY 2023 · 401(k)

The Sourcing Group Profit Sharing 401(k) Plan and Trust · $8M · 200 · 52nd

  • BOY $8M
  • BOY 200
  • BOY 52nd
  • BOY 401(k)
  • BOY near Triple, Inc. 401(k) Savings Plan
  • BOY ind #10336

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 California →

The Sourcing Group Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

The Sourcing Group Profit Sharing 401(k) Plan and TrustThe Sourcing Group Profit Sh…$8MTriple, Inc. 401(k) Savings PlanTriple, Inc. 401(k) Savings …$8MMoldamatic, LLC Profit Sharing 401(k) Plan & TrustMoldamatic, LLC Profit Shari…$8MGfg Peabody, Inc. Retirement PlanGfg Peabody, Inc. Retirement…$8MOne Hope United 403(b) Plan$8M
End-of-year total assets ($M) among The Sourcing Group Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN800101793
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sourcing Group)

Sponsor-wide plan assets over time

All The Sourcing Group plans reported in each filing year

Latest sponsor-wide plan assets
$11M 79.96628103385811% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.31M $11.4M ▲ +80.0%
Year Plans Participants Total Assets
2022 1 182 $6M
2023 1 200 $8M
2024 1 208 $11M

Nearby 401(k) Plans in California

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

The Sourcing Group Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Sourcing Group Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.00750997 · Participants: 200The Sourcing Group Profit Sharing 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Sourcing Group Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare The Sourcing Group Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

The Sourcing Group Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Triple, Inc. 401(k) Savings Plan in MI ($8M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Sourcing Group Profit Sharing 401(k) Plan and Trust assets move in 2023? ▼
The Sourcing Group Profit Sharing 401(k) Plan and Trust grew sharply - up 19.0% during 2023, from $6M to $8M. Reported net income was $1M.
How have The Sourcing Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sourcing Group's sponsor-wide assets grew 80.0%, from $6M to $11M.
Which 401(k) plans are similar in size to The Sourcing Group Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Triple, Inc. 401(k) Savings Plan in MI ($8M, 116 participants).
Which 401(k) plans cover a similar participant headcount to The Sourcing Group Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants, $443 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 800101793.

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.