Other · DOL Form 5500 · 2024

SOURCEAMERICA Retirement Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
445
Participants Below avg headcount
92nd
Percentile by assets National rank
$303,531
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sourceamerica Tax Deferred Annuity Plan · Sponsored by SOURCEAMERICA · Virginia · Professional & Technical Services

$135M in assets, 445 participants

SOURCEAMERICA's Sourceamerica Tax Deferred Annuity Plan reported $135M in total assets and 445 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,853 in Professional & Technical Services (20,173 peers)

Where Sourceamerica Tax Deferred Annuity Plan sits by assets

Sourceamerica Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $135M for 445 participants (~$303,531/participant), up 13.3% in 2024.

#18,853
in Professional & Technical Services (20,173 peers)
+13.3%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Sourceamerica Tax Deferred Annuity Plan's outsized position by total assets

Sourceamerica Tax Deferred Annuity Plan vs every filed plan by assets

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

$135,071,095 Top 8% higher than 92% 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

Sourceamerica Tax Deferred Annuity Plan 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. Sourceamerica Tax Deferred Annuity Plan sits mid-pack in the medium band (445 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sourceamerica Tax Deferred Annuity Plan end-of-year assets rose from $119M in the plan year 2023 filing to $135M in the plan year 2024 filing.
  • Sourceamerica Tax Deferred Annuity Plan reported net income fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Sourceamerica Tax Deferred Annuity Plan reported participants rose from 429 in the plan year 2023 filing to 445 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521007153 · SOURCEAMERICA PY 2024 · Other

Sourceamerica Tax Deferred Annuity Plan · $135M · 445 · 92nd

  • EIN $135M
  • RANK 445
  • PHOTO 92nd
  • IND Other
  • EOY near Linfield University Defined Contribtuion Retirement Plan
  • 5500 ind #18853

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 Virginia →

Sourceamerica Tax Deferred Annuity Plan in the asset neighbourhood

Collegiate School Defined Contribution Retirement PlanCollegiate School Defined Co…$136MElmhurst University Retirement PlanElmhurst University Retireme…$135MLinfield University Defined Contribtuion Retirement PlanLinfield University Defined …$135MSourceamerica Tax Deferred Annuity PlanSourceamerica Tax Deferred A…$135MThe Leukemia & Lymphoma Society, Inc. 403(b) PlanThe Leukemia & Lymphoma Soci…$135M
End-of-year total assets ($M) among Sourceamerica Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$135M
Net Income$16M
Employer EIN521007153
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SOURCEAMERICA)

Sponsor-wide plan assets over time

All SOURCEAMERICA plans reported in each filing year

Latest sponsor-wide plan assets
$135M 32.21664602986496% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $102M $135M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 420 $102M
2023 1 429 $119M
2024 1 445 $135M

Nearby Other Plans in Virginia

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

Sourceamerica Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Sourceamerica Tax Deferred Annuity Plan, Total assets ($B): 0.135071095 · Participants: 445Sourceamerica Tax Deferred Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
Sourceamerica Tax Deferred Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Sourceamerica Tax Deferred Annuity Plan side-by-side with 3 peers →

Sourceamerica Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Linfield University Defined Contribtuion Retirement Plan in OR ($135M); by covered participants it is Lawrence Technological University DC Retirement Plan in MI (445 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (445 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 Sourceamerica Tax Deferred Annuity Plan assets move in 2024? ▼
Sourceamerica Tax Deferred Annuity Plan grew at a solid clip - up 13.3% during 2024, from $119M to $135M. Reported net income was $16M.
How have SOURCEAMERICA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SOURCEAMERICA's sponsor-wide assets grew 32.2%, from $102M to $135M.
Where does Sourceamerica Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Sourceamerica Tax Deferred Annuity Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Sourceamerica Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Linfield University Defined Contribtuion Retirement Plan in OR ($135M, 493 participants).
Which Other plans cover a similar participant headcount to Sourceamerica Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence Technological University DC Retirement Plan in MI (445 participants, $100M 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 521007153.

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.