Profit Sharing · DOL Form 5500 · 2024

Servicesource, Inc. Profit Sharing Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
1,302
Participants Near avg headcount
74th
Percentile by assets National rank
$19,302
Avg per participant Low balance/head
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Official DOL plan name: Servicesource, Inc. 401(a) Retirement Plan · Sponsored by Servicesource, Inc. · Virginia · Healthcare & Social Assistance

$25M in assets, 1,302 participants

Servicesource, Inc.'s Servicesource, Inc. 401(a) Retirement Plan reported $25M in total assets and 1,302 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,245 in Healthcare & Social Assistance (16,916 peers)

Servicesource, Inc. multi-year trail

Servicesource, Inc.'s plans moved +34.2% in assets from 2022 to 2024; this filing shows Servicesource, Inc. 401(a) Retirement Plan at $25M / 1,302 participants.

#13,245
in Healthcare & Social Assistance (16,916 peers)
+12.3%
assets growth YoY

Servicesource, Inc. 401(a) Retirement Plan's outsized position by total assets

Servicesource, Inc. 401(a) Retirement Plan vs every filed plan by assets

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

$25,131,356 Top 26% higher than 74% 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

Servicesource, Inc. 401(a) 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. Servicesource, Inc. 401(a) Retirement Plan lands in the large band (1,302 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Servicesource, Inc. 401(a) Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Servicesource, Inc. 401(a) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Servicesource, Inc. 401(a) Retirement Plan reported participants rose from 1,216 in the plan year 2023 filing to 1,302 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 540901256 · Servicesource, Inc. PY 2024 · Profit Sharing

Servicesource, Inc. 401(a) Retirement Plan · $25M · 1,302 · 74th

  • BOOK $25M
  • VS-ST 1,302
  • BOY 74th
  • SCH Profit Sharing
  • EBSA near National Trust for Historic Preservation in the US 403(b) Plan
  • PART ind #13245

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 Virginia →

Servicesource, Inc. 401(a) Retirement Plan in the asset neighbourhood

National Trust for Historic Preservation in the US 403(b) PlanNational Trust for Historic …$25MServicesource, Inc. 401(a) Retirement PlanServicesource, Inc. 401(a) R…$25MThe Delta Pension Plan$25MOliver Sprinkler Co., Inc. Profit Sharing PlanOliver Sprinkler Co., Inc. P…$25MExacto Spring Corp. Employees' Profit Sharing PlanExacto Spring Corp. Employee…$25M
End-of-year total assets ($M) among Servicesource, Inc. 401(a) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Servicesource, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Servicesource, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$150M 34.23418693134009% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $111M $150M ▲ +34.2%
Year Plans Participants Total Assets
2022 2 3,645 $111M
2023 2 3,674 $130M
2024 2 3,884 $150M

Servicesource, Inc. filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN540901256
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Servicesource, Inc. 401(a) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. 0200040006000 -0.500.511.5 Total assets ($B) Participants Servicesource, Inc. 401(a) Retirement Plan, Total assets ($B): 0.025131356 · Participants: 1302Servicesource, Inc. 401(a) Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.283763729 · Participants: 5562Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.348426296 · Participants: 2152Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.32295356 · Participants: 1608American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.226143645 · Participants: 508Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.204752338 · Participants: 585Associated Universities Inc. Retirement Plan
Servicesource, Inc. 401(a) Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Servicesource, Inc. 401(a) Retirement Plan side-by-side with 3 peers →

Servicesource, Inc. 401(a) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is National Trust for Historic Preservation in the US 403(b) Plan in DC ($25M); by covered participants it is Presbyterian Senior Living Defined Contribution Retirement Plan in PA (1,305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,302 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 Servicesource, Inc. 401(a) Retirement Plan assets move in 2024? ▼
Servicesource, Inc. 401(a) Retirement Plan grew at a solid clip - up 12.3% during 2024, from $22M to $25M. Reported net income was $3M.
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.
Which Profit Sharing plans are similar in size to Servicesource, Inc. 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is National Trust for Historic Preservation in the US 403(b) Plan in DC ($25M, 353 participants).
Which Profit Sharing plans cover a similar participant headcount to Servicesource, Inc. 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Presbyterian Senior Living Defined Contribution Retirement Plan in PA (1,305 participants, $20M 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 540901256.

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.