Profit Sharing · DOL Form 5500 · 2024

Servicesource, Inc. Profit Sharing Plan

Data updated 2026-07-24

$25M
Total assets: 1,302
Participants: 74th
Percentile by assets: $19,302
Avg per participant

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.

74th percentile by assets (of 116,472 plans)

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.

$25M
total plan assets (2024 EOY): 1,302
covered participants: 74th
percentile by assets (of 116,472 plans): $19,302
avg assets per participant

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 →

State

Virginia

Industry

Healthcare & Social Assistance

Servicesource, Inc. across 3 plan years on file

Across the 3 plan years Servicesource, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $111M to $150M, a gain of 34.2%, while reported participants moved from 3,645 to 3,884 (+6.6%). Peak year by sponsor assets: 2024 ($150M); trough: 2022 ($111M).

Servicesource, Inc. multi-year asset trail

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

Servicesource, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$22M
Net Assets (End of Year)	$25M
Net Income	$3M
Employer EIN	540901256
Plan Effective Date	1991-01-01
Filing Status	FILING 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

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
Carpenter Co. Profit-Sharing Plan $348M · 2,152
American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
Associated Universities Inc. Retirement Plan $205M · 585

Compare Servicesource, Inc. 401(a) Retirement Pl… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Servicesource, Inc. 401(a) Retirement Plan by total assets, not by location.

National Trust for Historic Preservation in the US 403(b) Plan (DC) $25M · 353
The Delta Pension Plan (PA) $25M · 508
Oliver Sprinkler Co., Inc. Profit Sharing Plan (PA) $25M · 192
Exacto Spring Corp. Employees' Profit Sharing Plan (WI) $25M · 160

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).

Next read for Servicesource, Inc. 401(a) Retirement Pl…

Multi-year trail

Ways to act on Servicesource, Inc. 401(a) Retirement Plan's numbers.

By total assets, Servicesource, Inc. 401(a) Retirement Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing 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.

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.