401(k) · DOL Form 5500 · 2023

Firstsource Group U.S.a., Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
3,506
Participants Above avg headcount
88th
Percentile by assets National rank
$19,506
Avg per participant Low balance/head
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Official DOL plan name: Firstsource 401(k) Retirement Plan · Sponsored by Firstsource Group U.S.a., Inc. · Kentucky · Administrative & Support Services

$68M in assets, 3,506 participants

Firstsource Group U.S.a., Inc.'s Firstsource 401(k) Retirement Plan reported $68M in total assets and 3,506 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,132 in Administrative & Support Services (4,372 peers)

Coverage in Kentucky

Firstsource 401(k) Retirement Plan covers 3,506 participants in Kentucky, 5.4x the typical Kentucky plan (state average ~647 per filing). Assets: $68M.

#4,132
in Administrative & Support Services (4,372 peers)
+16.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Firstsource 401(k) Retirement Plan's outsized position by total assets

Firstsource 401(k) Retirement Plan vs every filed plan by assets

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

$68,389,150 Top 12% higher than 88% 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

Firstsource 401(k) 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. Firstsource 401(k) Retirement Plan lands in the large band (3,506 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Firstsource 401(k) Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Firstsource 401(k) Retirement Plan reported participants fell from 4,215 in the plan year 2022 filing to 3,506 in the plan year 2023 filing.
  • Firstsource 401(k) Retirement Plan end-of-year assets rose from $59M in the plan year 2022 filing to $68M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271422188 · Firstsource Group U.S.a., Inc. PY 2023 · 401(k)

Firstsource 401(k) Retirement Plan · $68M · 3,506 · 88th

  • PHOTO $68M
  • IND 3,506
  • EOY 88th
  • 5500 401(k)
  • ASSETS near Niterra North America, Inc. Retirement Savings Plan
  • PCT ind #4132

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 Administrative & Support Services retirement plans → · Plans in Kentucky →

Firstsource 401(k) Retirement Plan in the asset neighbourhood

Omnimax International, LLC Retirement and Savings PlanOmnimax International, LLC R…$68MVermont Mutual Insurance Company 401(k) PlanVermont Mutual Insurance Com…$68MFirstsource 401(k) Retirement PlanFirstsource 401(k) Retiremen…$68MNiterra North America, Inc. Retirement Savings PlanNiterra North America, Inc. …$68MNature's Sunshine Products, Inc. Tax Deferred Retirement PlanNature's Sunshine Products, …$68M
End-of-year total assets ($M) among Firstsource 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$68M
Net Income$10M
Employer EIN271422188
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Firstsource Group U.S.a., Inc.)

Sponsor-wide plan assets over time

All Firstsource Group U.S.a., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 25.441513237700082% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $58.9M $73.8M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 4,215 $59M
2023 1 3,506 $68M
2024 1 3,418 $74M

Nearby 401(k) Plans in Kentucky

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

Firstsource 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Firstsource 401(k) Retirement Plan, Total assets ($B): 0.06838915 · Participants: 3506Firstsource 401(k) Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Firstsource 401(k) Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Firstsource 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Niterra North America, Inc. Retirement Savings Plan in MI ($68M); by covered participants it is Recycling and General Industrial Union Local 108 Annuity Fund in NJ (3,506 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,506 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 Firstsource 401(k) Retirement Plan assets move in 2023? ▼
Firstsource 401(k) Retirement Plan grew sharply - up 16.2% during 2023, from $59M to $68M. Reported net income was $10M.
How have Firstsource Group U.S.a., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Firstsource Group U.S.a., Inc.'s sponsor-wide assets grew 25.4%, from $59M to $74M.
Where does Firstsource 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Firstsource 401(k) Retirement Plan ranks in the 88th 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 Firstsource 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Niterra North America, Inc. Retirement Savings Plan in MI ($68M, 751 participants).
Which 401(k) plans cover a similar participant headcount to Firstsource 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Recycling and General Industrial Union Local 108 Annuity Fund in NJ (3,506 participants, $17M 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 271422188.

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.