Other · DOL Form 5500 · 2023

SOURCEPOINT Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
141
Participants Small participant base
48th
Percentile by assets National rank
$43,245
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sourcepoint Matched Savings Plan · Sponsored by SOURCEPOINT · Ohio · Other Services

$6M in assets, 141 participants

SOURCEPOINT's Sourcepoint Matched Savings Plan reported $6M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,406 in Other Services (7,857 peers)

Coverage in Ohio

Sourcepoint Matched Savings Plan covers 141 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#5,406
in Other Services (7,857 peers)
+24.3%
assets growth YoY

Sourcepoint Matched Savings Plan's mid-pack asset rank among Other Services and all filers

Sourcepoint Matched Savings Plan vs every filed plan by assets

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

$6,097,519 48th percentile higher than 48% 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

Sourcepoint Matched Savings 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. Sourcepoint Matched Savings Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sourcepoint Matched Savings Plan reported net income rose from -$565K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sourcepoint Matched Savings Plan reported participants rose from 100 in the plan year 2022 filing to 141 in the plan year 2023 filing.
  • Sourcepoint Matched Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311354284 · SOURCEPOINT PY 2023 · Other

Sourcepoint Matched Savings Plan · $6M · 141 · 48th

  • BOY $6M
  • SCH 141
  • EBSA 48th
  • PART Other
  • TYPE near Hoosier Uplands Economic Development Corporation 403(b) Plan
  • NET ind #5406

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 Other Services retirement plans → · Plans in Ohio →

Sourcepoint Matched Savings Plan in the asset neighbourhood

403(b) Thrift Plan of Community Action Partnership403(b) Thrift Plan of Commun…$6MSourcepoint Matched Savings PlanSourcepoint Matched Savings …$6MHoosier Uplands Economic Development Corporation 403(b) PlanHoosier Uplands Economic Dev…$6MChildhaven 403(b) Employee Benefit PlanChildhaven 403(b) Employee B…$6M401(a) Thrift Plan of Kips Bay Boys and Girls Club, Inc.401(a) Thrift Plan of Kips B…$6M
End-of-year total assets ($M) among Sourcepoint Matched Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN311354284
Plan Effective Date2000-01-18
Filing StatusFILING RECEIVED

Sponsor Plan History (SOURCEPOINT)

Sponsor-wide plan assets over time

All SOURCEPOINT plans reported in each filing year

Latest sponsor-wide plan assets
$6M 29.575221870491863% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.9M $6.35M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 100 $5M
2023 1 141 $6M
2024 1 102 $6M

Nearby Other Plans in Ohio

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

Sourcepoint Matched Savings Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Sourcepoint Matched Savings Plan, Total assets ($B): 0.006097519 · Participants: 141Sourcepoint Matched Savings PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Sourcepoint Matched Savings Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Sourcepoint Matched Savings Plan side-by-side with 3 peers →

Sourcepoint Matched Savings Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Hoosier Uplands Economic Development Corporation 403(b) Plan in IN ($6M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Sourcepoint Matched Savings Plan assets move in 2023? ▼
Sourcepoint Matched Savings Plan grew sharply - up 24.3% during 2023, from $5M to $6M. Reported net income was $1M.
How have SOURCEPOINT plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SOURCEPOINT's sponsor-wide assets grew 29.6%, from $5M to $6M.
Which Other plans are similar in size to Sourcepoint Matched Savings Plan? ▼
Among Other plans in other states, the closest by assets is Hoosier Uplands Economic Development Corporation 403(b) Plan in IN ($6M, 237 participants).
Which Other plans cover a similar participant headcount to Sourcepoint Matched Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (141 participants, $118M 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 311354284.

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.