401(k) · DOL Form 5500 · 2024

The Sourcing Group 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
208
Participants Below avg headcount
58th
Percentile by assets National rank
$54,594
Avg per participant Low balance/head
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Official DOL plan name: The Sourcing Group Profit Sharing 401(k) Plan and Trust · Sponsored by The Sourcing Group · California · Professional & Technical Services

$11M in assets, 208 participants

The Sourcing Group's The Sourcing Group Profit Sharing 401(k) Plan and Trust reported $11M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,483 in Professional & Technical Services (20,173 peers)

Coverage in California

The Sourcing Group Profit Sharing 401(k) Plan and Trust covers 208 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $11M.

#11,483
in Professional & Technical Services (20,173 peers)
+51.2%
assets growth YoY

The Sourcing Group Profit Sharing 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

The Sourcing Group Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

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

$11,355,516 Top 42% higher than 58% 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

The Sourcing Group Profit Sharing 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sourcing Group Profit Sharing 401(k) Plan and Trust sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Sourcing Group Profit Sharing 401(k) Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Sourcing Group Profit Sharing 401(k) Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Sourcing Group Profit Sharing 401(k) Plan and Trust reported participants rose from 200 in the plan year 2023 filing to 208 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 800101793 · The Sourcing Group PY 2024 · 401(k)

The Sourcing Group Profit Sharing 401(k) Plan and Trust · $11M · 208 · 58th

  • EOY $11M
  • EOY 208
  • EOY 58th
  • EOY 401(k)
  • EOY near Techmetals, Inc. Retirement Savings Plan
  • EOY ind #11483

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 Professional & Technical Services retirement plans → · Plans in California →

The Sourcing Group Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

The Sourcing Group Profit Sharing 401(k) Plan and TrustThe Sourcing Group Profit Sh…$11MInproduction, Inc. Retirement Savings PlanInproduction, Inc. Retiremen…$11MTechmetals, Inc. Retirement Savings PlanTechmetals, Inc. Retirement …$11MOxygen Development Retirement & Savings PlanOxygen Development Retiremen…$11MBmc Multiple Employer 401(k) PlanBmc Multiple Employer 401(k)…$11M
End-of-year total assets ($M) among The Sourcing Group Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN800101793
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sourcing Group)

Sponsor-wide plan assets over time

All The Sourcing Group plans reported in each filing year

Latest sponsor-wide plan assets
$11M 79.96628103385811% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.31M $11.4M ▲ +80.0%
Year Plans Participants Total Assets
2022 1 182 $6M
2023 1 200 $8M
2024 1 208 $11M

Nearby 401(k) Plans in California

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

The Sourcing Group Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Sourcing Group Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.011355516 · Participants: 208The Sourcing Group Profit Sharing 401(k) Plan and TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Sourcing Group Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare The Sourcing Group Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

The Sourcing Group Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Techmetals, Inc. Retirement Savings Plan in OH ($11M); by covered participants it is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (208 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 The Sourcing Group Profit Sharing 401(k) Plan and Trust assets move in 2024? ▼
The Sourcing Group Profit Sharing 401(k) Plan and Trust surged - up 51.2% during 2024, from $8M to $11M. Reported net income was $4M.
How have The Sourcing Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sourcing Group's sponsor-wide assets grew 80.0%, from $6M to $11M.
Which 401(k) plans are similar in size to The Sourcing Group Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Techmetals, Inc. Retirement Savings Plan in OH ($11M, 224 participants).
Which 401(k) plans cover a similar participant headcount to The Sourcing Group Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants, $24M 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 800101793.

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.