ESOP · DOL Form 5500 · 2024

Sources of Strength Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
19
Participants Small participant base
26th
Percentile by assets National rank
$72,603
Avg per participant Below avg balance/head
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Official DOL plan name: Sources of Strength Inc. Employee Stock Ownership Plan · Sponsored by Sources of Strength Inc. · Colorado · Professional & Technical Services

$1M in assets, 19 participants

Sources of Strength Inc.'s Sources of Strength Inc. Employee Stock Ownership Plan reported $1M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,260 in Professional & Technical Services (20,173 peers)

Sources of Strength Inc. multi-year trail

Sources of Strength Inc.'s plans moved -49.6% in assets from 2022 to 2024; this filing shows Sources of Strength Inc. Employee Stock Ownership Plan at $1M / 19 participants.

#4,260
in Professional & Technical Services (20,173 peers)
-18.4%
assets change YoY

The plan reported a net loss of $234K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sources of Strength Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Sources of Strength Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,379,464 26th percentile higher than 26% 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

Sources of Strength Inc. Employee Stock Ownership 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. Sources of Strength Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sources of Strength Inc. Employee Stock Ownership Plan reported net income fell from $398K in the plan year 2023 filing to -$234K in the plan year 2024 filing.
  • Sources of Strength Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sources of Strength Inc. Employee Stock Ownership Plan reported participants fell from 20 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 450451560 · Sources of Strength Inc. PY 2024 · ESOP

Sources of Strength Inc. Employee Stock Ownership Plan · $1M · 19 · 26th

  • RANK $1M
  • RANK 19
  • RANK 26th
  • RANK ESOP
  • RANK near Herbert Lumber Co. Employee Stock Ownership Plan
  • RANK ind #4260

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 What is an ESOP? → · Plans in Colorado →

Sources of Strength Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sources of Strength Inc. Employee Stock Ownership PlanSources of Strength Inc. Emp…$1MHerbert Lumber Co. Employee Stock Ownership PlanHerbert Lumber Co. Employee …$1MGillette Restaurant Equipment, Inc. Employee Stock Ownership PlanGillette Restaurant Equipmen…$1MThe Bank of Princeton Employee Stock Ownership PlanThe Bank of Princeton Employ…$1MCableconn Industries Inc. Employee Stock Ownership PlanCableconn Industries Inc. Em…$1M
End-of-year total assets ($M) among Sources of Strength Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Sources of Strength Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sources of Strength Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 49.58232093307486% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $2.74M $1.38M ▼ -49.6%
Year Plans Participants Total Assets
2022 2 46 $3M
2023 1 20 $2M
2024 1 19 $1M

Sources of Strength Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$605K
Net Income-$234K
Employer EIN450451560
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Sources of Strength Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -2000200400600800 Total assets ($M) Participants Sources of Strength Inc. Employee Stock Ownership Plan, Total assets ($M): 1.379464 · Participants: 19Sources of Strength Inc. Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
Sources of Strength Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Sources of Strength Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sources of Strength Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Herbert Lumber Co. Employee Stock Ownership Plan in OR ($1M); by covered participants it is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Sources of Strength Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Sources of Strength Inc. Employee Stock Ownership Plan declined sharply - down 18.4% during 2024, from $2M to $1M. Reported net income was -$234K.
How have Sources of Strength Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sources of Strength Inc.'s sponsor-wide assets declined 49.6%, from $3M to $1M.
Which ESOP plans are similar in size to Sources of Strength Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Herbert Lumber Co. Employee Stock Ownership Plan in OR ($1M, 63 participants).
Which ESOP plans cover a similar participant headcount to Sources of Strength Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 450451560.

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.