Other · DOL Form 5500 · 2024

Servicesource, Inc. Retirement Plan

Data updated 2026-08-11

$124M
Total assets: 2,582
Participants: 92nd
Percentile by assets: $48,210
Avg per participant

Official DOL plan name: Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan · Sponsored by Servicesource, Inc. · Virginia · Healthcare & Social Assistance

$124M in assets, 2,582 participants

Servicesource, Inc.'s Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan reported $124M in total assets and 2,582 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.

92nd percentile by assets (of 123,622 plans)
#15,722 in Healthcare & Social Assistance (16,916 peers)

Coverage in Virginia

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan covers 2,582 participants in Virginia, 3.3x the typical Virginia plan (state average ~782 per filing). Assets: $124M.

$124M
total plan assets (2024 EOY): 2,582
covered participants: 92nd
percentile by assets (of 123,622 plans): $48,210
avg assets per participant

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan end-of-year assets rose from $108M in the plan year 2023 filing to $124M in the plan year 2024 filing.
Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan reported participants rose from 2,458 in the plan year 2023 filing to 2,582 in the plan year 2024 filing.
Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan reported net income fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Virginia

Industry

Healthcare & Social Assistance

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan reports 2,582 participants - 3.3x that state average ($124M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)	$108M
Net Assets (End of Year)	$124M
Net Income	$16M
Employer EIN	540901256
Plan Effective Date	1984-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Servicesource, Inc.)

Total plan assets by year, all Servicesource, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	3,645	$111M
2023	2	3,674	$130M
2024	2	3,884	$150M

Nearby Other Plans in Virginia

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

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
Sentara 403(b) Savings Plan $3.7B · 28,192
The George Washington University Supplemental Retirement Plan $1.6B · 8,262
Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296

Compare Servicesource, Inc. 403(b) Tax Deferred … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan by total assets, not by location.

Sjsu Research Foundation Retirement Plan (CA) $125M · 234
Mount Saint Mary's University 403(b) Retirement Pl (CA) $124M · 567
National Bureau of Economic Research Money Purchase Pension Plan (MA) $124M · 624
Mcphs University Tax Deferred Annuity Plan (MA) $124M · 1,709

Frequently Asked Questions

How did Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan assets move in 2024? ▼

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan grew sharply - up 15.2% during 2024, from $108M to $124M. Reported net income was $16M.

How have Servicesource, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Servicesource, Inc.'s sponsor-wide assets grew 34.2%, from $111M to $150M.

Where does Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan rank by assets among Form 5500 filers? ▼

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement 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 Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Sjsu Research Foundation Retirement Plan in CA ($125M, 234 participants).

Next read for Servicesource, Inc. 403(b) Tax Deferred …

Filing takeaways

Ways to act on Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan's numbers.

By total assets, Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
Servicesource, Inc.'s sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 540901256.