401(k) · DOL Form 5500 · 2023

Source Energy Services US LP 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 183
Participants Below avg headcount: 47th
Percentile by assets National rank: $32,011
Avg per participant Low balance/head

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Official DOL plan name: Source Group 401(k) Plan · Sponsored by Source Energy Services US LP · Wisconsin · Mining & Oil Extraction

$6M in assets, 183 participants

Source Energy Services US LP's Source Group 401(k) Plan reported $6M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#213 in Mining & Oil Extraction (811 peers)

Coverage in Wisconsin

Source Group 401(k) Plan covers 183 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $6M.

#213
in Mining & Oil Extraction (811 peers): +36.6%
assets growth YoY

Source Group 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Source Group 401(k) Plan vs every filed plan by assets

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

$5,857,942 47th percentile higher than 47% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Source Group 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 Group 401(k) Plan sits mid-pack in the medium band (183 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Source Group 401(k) Plan reported net income rose from -$392K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Source Group 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Source Group 401(k) Plan reported participants rose from 162 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 352487607 · Source Energy Services US LP PY 2023 · 401(k)

Source Group 401(k) Plan · $6M · 183 · 47th

PCT $6M
PCT 183
PCT 47th
PCT 401(k)
PCT near Stewart Tubular Products, LLC 401(k) Plan
PCT ind #213

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 Mining & Oil Extraction retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Source Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$2M
Employer EIN	352487607
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Source Energy Services US LP)

Latest sponsor-wide plan assets: $8M 75.93175988248193% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	162	$4M
2023	1	183	$6M
2024	1	197	$8M

Nearby 401(k) Plans in Wisconsin

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

Source Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Source Group 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Stewart Tubular Products, LLC 401(k) Plan in TX ($6M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Stewart Tubular Products, LLC 401(k) Plan (TX) $6M · 104
Durrel Corporation Retirement & Savings Plan (OH) $6M · 48
Architectural Division 8 401(k) Plan (TX) $6M · 139
Providence Place 401(k) Retirement Plan (PA) $6M · 327

Similar participant headcount

Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.

Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust (VA) 183 · 0 off
Pottle's Transportation, LLC Retirement Plan (ME) 183 · 0 off
Systems Source, Inc. 401(k) Plan (CA) 183 · 0 off
403(b) Thrift Plan of Cadence International (CO) 183 · 0 off

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 Group 401(k) Plan assets move in 2023? ▼

Source Group 401(k) Plan surged - up 36.6% during 2023, from $4M to $6M. Reported net income was $2M.

How have Source Energy Services US LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Source Energy Services US LP's sponsor-wide assets grew 75.9%, from $4M to $8M.

Which 401(k) plans are similar in size to Source Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Stewart Tubular Products, LLC 401(k) Plan in TX ($6M, 104 participants).

Which 401(k) plans cover a similar participant headcount to Source Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants, $1M 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 352487607.