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
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
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.
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. 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
| 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 EIN | 411739741 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
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.