401(k) · DOL Form 5500 · 2023

Source Code Holdings LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
296
Participants Below avg headcount
78th
Percentile by assets National rank
$91,843
Avg per participant Below avg balance/head
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Official DOL plan name: Source Code Holdings LLC 401(k) Plan · Sponsored by Source Code Holdings LLC · Massachusetts · Wholesale Trade

$27M in assets, 296 participants

Source Code Holdings LLC's Source Code Holdings LLC 401(k) Plan reported $27M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,830 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Source Code Holdings LLC 401(k) Plan covers 296 participants in Massachusetts, about 45% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.

#4,830
in Wholesale Trade (6,309 peers)
+25.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Source Code Holdings LLC 401(k) Plan's outsized position by total assets

Source Code Holdings LLC 401(k) Plan vs every filed plan by assets

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

$27,185,573 Top 22% higher than 78% 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

Source Code Holdings 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. Source Code Holdings LLC 401(k) Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Source Code Holdings LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Source Code Holdings LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Source Code Holdings LLC 401(k) Plan reported participants rose from 279 in the plan year 2022 filing to 296 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 824981760 · Source Code Holdings LLC PY 2023 · 401(k)

Source Code Holdings LLC 401(k) Plan · $27M · 296 · 78th

  • EIN $27M
  • EIN 296
  • EIN 78th
  • EIN 401(k)
  • EIN near Aloha Care 401(k) Plan
  • EIN ind #4830

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Source Code Holdings LLC 401(k) Plan in the asset neighbourhood

Source Code Holdings LLC 401(k) PlanSource Code Holdings LLC 401…$27MAloha Care 401(k) Plan$27MFairmont Schools, Inc. 401(k) Profit Sharing PlanFairmont Schools, Inc. 401(k…$27MAdient Production Employees Savings and Investment (401(k)) PlanAdient Production Employees …$27MKoeller Nebeker Carlson & Haluck, LLP 401(k) PlanKoeller Nebeker Carlson & Ha…$27M
End-of-year total assets ($M) among Source Code Holdings LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$6M
Employer EIN824981760
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Source Code Holdings LLC)

Sponsor-wide plan assets over time

All Source Code Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 60.7303897821984% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $21.6M $34.7M ▲ +60.7%
Year Plans Participants Total Assets
2022 1 279 $22M
2023 1 296 $27M
2024 1 267 $35M

Nearby 401(k) Plans in Massachusetts

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

Source Code Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Source Code Holdings LLC 401(k) Plan, Total assets ($B): 0.027185573 · Participants: 296Source Code Holdings LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Source Code Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Source Code Holdings LLC 401(k) Plan side-by-side with 3 peers →

Source Code Holdings LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Aloha Care 401(k) Plan in HI ($27M); by covered participants it is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Source Code Holdings LLC 401(k) Plan assets move in 2023? ▼
Source Code Holdings LLC 401(k) Plan grew sharply - up 25.8% during 2023, from $22M to $27M. Reported net income was $6M.
How have Source Code Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Source Code Holdings LLC's sponsor-wide assets grew 60.7%, from $22M to $35M.
Where does Source Code Holdings LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Source Code Holdings LLC 401(k) Plan ranks in the 78th 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 401(k) plans are similar in size to Source Code Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aloha Care 401(k) Plan in HI ($27M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Source Code Holdings LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants, $15M 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 824981760.

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.