401(k) · DOL Form 5500 · 2024
1st Source Corporation 401(k) Plan
Data updated 2026-08-25
- $268M
- Total assets Near avg plan size
- 1,168
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $229,448
- Avg per participant Above avg balance/head
Official DOL plan name: 1st Source Corporation Employee Stock Ownership and Profit Sharing Plan · Sponsored by 1st Source Corporation · Indiana · Management of Enterprises
$268M in assets, 1,168 participants
1st Source Corporation's 1st Source Corporation Employee Stock Ownership and Profit Sharing Plan reported $268M in total assets and 1,168 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #977 in Management of Enterprises (1,133 peers)
Coverage in Indiana
1st Source Corporation Employee Stock Ownership and Profit Sharing Plan covers 1,168 participants in Indiana, 2.2x the typical Indiana plan (state average ~541 per filing). Assets: $268M.
- #977
- in Management of Enterprises (1,133 peers)
- +12.9%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
1st Source Corporation Employee Stock Ownership and Profit Sharing Plan's outsized position by total assets
1st Source Corporation Employee Stock Ownership and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$267,994,889 Top 5% higher than 95% 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
1st Source Corporation Employee Stock Ownership and Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 1st Source Corporation Employee Stock Ownership and Profit Sharing Plan lands in the large band (1,168 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 1st Source Corporation Employee Stock Ownership and Profit Sharing Plan reported net income rose from $20M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- 1st Source Corporation Employee Stock Ownership and Profit Sharing Plan end-of-year assets rose from $237M in the plan year 2023 filing to $268M in the plan year 2024 filing.
- 1st Source Corporation Employee Stock Ownership and Profit Sharing Plan reported participants rose from 1,116 in the plan year 2023 filing to 1,168 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 351068133 · 1st Source Corporation PY 2024 · 401(k)
1st Source Corporation Employee Stock Ownership and Profit Sharing Plan · $268M · 1,168 · 95th
- BOY $268M
- SCH 1,168
- EBSA 95th
- PART 401(k)
- TYPE near Shintech Incorporated Savings Plan
- NET ind #977
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 Management of Enterprises retirement plans → · Plans in Indiana →
1st Source Corporation Employee Stock Ownership and Profit Sharing Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $237M |
|---|---|
| Net Assets (End of Year) | $268M |
| Net Income | $30M |
| Employer EIN | 351068133 |
| Plan Effective Date | 1971-09-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (1st Source Corporation)
Sponsor-wide plan assets over time
All 1st Source Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $268M 23.068665202752285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,108 | $218M |
| 2023 | 1 | 1,116 | $237M |
| 2024 | 1 | 1,168 | $268M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
1st Source Corporation Employee Stock Ownership and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Shintech Incorporated Savings Plan in TX ($268M); by covered participants it is Billy Graham Evangelistic Association 401(k) Retirement Plan in NC (1,168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($268M here).
- Shintech Incorporated Savings Plan (TX) $268M · 998
- First Busey Corporation Profit Sharing Plan and Trust (IL) $268M · 1,497
- Kci Technologies, Inc 401(k) Plan (MD) $268M · 2,135
- Cha Consulting, Inc. Retirement Investment Plan (NY) $268M · 1,715
Similar participant headcount
Nearest other-state filings by covered participants (1,168 participants); asset peers above are excluded.
- Billy Graham Evangelistic Association 401(k) Retirement Plan (NC) 1,168 · 0 off
- Pala 401(k) Retirement Savings Plan (CA) 1,168 · 0 off
- Dream Finders Homes 401(k) Plan (FL) 1,169 · 1 off
- David J Wegman 401(k) Plan (NY) 1,167 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.