401(k) · DOL Form 5500 · 2024

Direct Source, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
69
Participants Small participant base
65th
Percentile by assets National rank
$227,682
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Direct Source, Inc. Retirement Plan · Sponsored by Direct Source, Inc. · Minnesota · Wholesale Trade

$16M in assets, 69 participants

Direct Source, Inc.'s Direct Source, Inc. Retirement Plan reported $16M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,566 in Wholesale Trade (6,080 peers)

Direct Source, Inc. multi-year trail

Direct Source, Inc.'s plans moved +47.8% in assets from 2022 to 2024; this filing shows Direct Source, Inc. Retirement Plan at $16M / 69 participants.

#3,566
in Wholesale Trade (6,080 peers)
+19.2%
assets growth YoY

Direct Source, Inc. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Direct Source, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,710,050 Top 35% higher than 65% of 123,620 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 2024

Direct Source, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Direct Source, Inc. Retirement Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Direct Source, Inc. Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Direct Source, Inc. Retirement Plan reported participants fell from 71 in the plan year 2023 filing to 69 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411739741 · Direct Source, Inc. PY 2024 · 401(k)

Direct Source, Inc. Retirement Plan · $16M · 69 · 65th

  • TYPE $16M
  • TYPE 69
  • TYPE 65th
  • TYPE 401(k)
  • TYPE near Mc Realty Group LLC 401(k) Plan
  • TYPE ind #3566

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 Minnesota →

Direct Source, Inc. Retirement Plan in the asset neighbourhood

Direct Source, Inc. Retirement PlanDirect Source, Inc. Retireme…$16MMc Realty Group LLC 401(k) PlanMc Realty Group LLC 401(k) P…$16MStrategic Decisions Group International, LLC Profit Sharing Retirement Trust & 401(k) PlanStrategic Decisions Group In…$16MVornado Air, LLC 401(k) Profit Sharing PlanVornado Air, LLC 401(k) Prof…$16MApolis 401(k) Plan$16M
End-of-year total assets ($M) among Direct Source, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Direct Source, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Direct Source, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 47.77096532698431% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.6M $15.7M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 62 $11M
2023 1 71 $13M
2024 1 69 $16M

Direct Source, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN411739741
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Direct Source, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Direct Source, Inc. Retirement Plan, Total assets ($B): 0.01571005 · Participants: 69Direct Source, Inc. Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Direct Source, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Direct Source, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Mc Realty Group LLC 401(k) Plan in MO ($16M); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Direct Source, Inc. Retirement Plan assets move in 2024?
Direct Source, Inc. Retirement Plan grew sharply - up 19.2% during 2024, from $13M to $16M. Reported net income was $3M.
How have Direct Source, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Direct Source, Inc.'s sponsor-wide assets grew 47.8%, from $11M to $16M.
Which 401(k) plans are similar in size to Direct Source, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Mc Realty Group LLC 401(k) Plan in MO ($16M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Direct Source, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants, $2M in assets).