401(k) · DOL Form 5500 · 2024

First Source Employee Management 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
8,136
Participants Very large workforce
87th
Percentile by assets National rank
$8,314
Avg per participant Low balance/head
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Official DOL plan name: First Source Employee Management Retirement Plan · Sponsored by First Source Employee Management · Ohio · Healthcare & Social Assistance

$68M in assets, 8,136 participants

First Source Employee Management's First Source Employee Management Retirement Plan reported $68M in total assets and 8,136 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,061 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

First Source Employee Management Retirement Plan covers 8,136 participants in Ohio, 11x the typical Ohio plan (state average ~765 per filing). Assets: $68M.

#15,061
in Healthcare & Social Assistance (16,916 peers)
+5.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

First Source Employee Management Retirement Plan's outsized position by total assets

First Source Employee Management Retirement Plan vs every filed plan by assets

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

$67,644,063 Top 13% higher than 87% 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

First Source Employee Management Retirement 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. First Source Employee Management Retirement Plan lands in the large band (8,136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Source Employee Management Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • First Source Employee Management Retirement Plan reported participants rose from 7,004 in the plan year 2023 filing to 8,136 in the plan year 2024 filing.
  • First Source Employee Management Retirement Plan end-of-year assets rose from $64M in the plan year 2023 filing to $68M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 272037178 · First Source Employee Management PY 2024 · 401(k)

First Source Employee Management Retirement Plan · $68M · 8,136 · 87th

  • 5500 $68M
  • 5500 8,136
  • 5500 87th
  • 5500 401(k)
  • 5500 near Conservice, LLC 401(k) Profit Sharing Plan and Trust
  • 5500 ind #15061

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

First Source Employee Management Retirement Plan in the asset neighbourhood

Conservice, LLC 401(k) Profit Sharing Plan and TrustConservice, LLC 401(k) Profi…$68MKarcher North America, Inc. 401(k) Savings PlanKarcher North America, Inc. …$68MFirst Source Employee Management Retirement PlanFirst Source Employee Manage…$68MKeller Supply Company Profit Sharing 401(k) PlanKeller Supply Company Profit…$68MLcec 401(k) Plan$68M
End-of-year total assets ($M) among First Source Employee Management Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$68M
Net Income$6M
Employer EIN272037178
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Source Employee Management)

Sponsor-wide plan assets over time

All First Source Employee Management plans reported in each filing year

Latest sponsor-wide plan assets
$68M 22.6647327035979% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.2M $67.6M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 5,703 $55M
2023 1 7,004 $64M
2024 1 8,136 $68M

Nearby 401(k) Plans in Ohio

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

First Source Employee Management Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -505101520 Total assets ($B) Participants First Source Employee Management Retirement Plan, Total assets ($B): 0.067644063 · Participants: 8136First Source Employee Management Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
First Source Employee Management Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare First Source Employee Management Retirement Plan side-by-side with 3 peers →

Scale composition for First Source Employee Management Retirement Plan

First Source Employee Management Retirement Plan reports $68M in end-of-year assets across 8,136 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $8,314 per participant (6% of the national average assets-per-participant) . Net income for plan year 2024 was $6M.

This plan identity (EIN 272037178, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $55M to $68M (+22.7%) while covered participants moved from 5,703 to 8,136 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,703 $55M Open filing
2023 7,004 $64M Open filing
2024 · index core 8,136 $68M This page

First Source Employee Management Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Conservice, LLC 401(k) Profit Sharing Plan and Trust in UT ($68M); by covered participants it is The Cultural Institutions Savings Plan in NY (8,139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (8,136 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 First Source Employee Management Retirement Plan assets move in 2024? ▼
First Source Employee Management Retirement Plan edged up modestly - up 5.0% during 2024, from $64M to $68M. Reported net income was $6M.
How have First Source Employee Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Source Employee Management's sponsor-wide assets grew 22.7%, from $55M to $68M.
Where does First Source Employee Management Retirement Plan rank by assets among Form 5500 filers? ▼
First Source Employee Management Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to First Source Employee Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Conservice, LLC 401(k) Profit Sharing Plan and Trust in UT ($68M, 3,068 participants).
Which 401(k) plans cover a similar participant headcount to First Source Employee Management Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Cultural Institutions Savings Plan in NY (8,139 participants, $729M 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 272037178.

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.