Other · DOL Form 5500 · 2024

SOURCEPOINT Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
102
Participants Small participant base
46th
Percentile by assets National rank
$62,302
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sourcepoint Matched Savings Plan · Sponsored by SOURCEPOINT · Ohio · Other Services

$6M in assets, 102 participants

SOURCEPOINT's Sourcepoint Matched Savings Plan reported $6M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,212 in Other Services (7,719 peers)

Coverage in Ohio

Sourcepoint Matched Savings Plan covers 102 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#5,212
in Other Services (7,719 peers)
+4.2%
assets growth YoY

Sourcepoint Matched Savings Plan's mid-pack asset rank among Other Services and all filers

Sourcepoint Matched Savings Plan vs every filed plan by assets

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

$6,354,790 46th percentile higher than 46% 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

Sourcepoint Matched Savings 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. Sourcepoint Matched Savings Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sourcepoint Matched Savings Plan reported net income fell from $1M in the plan year 2023 filing to $257K in the plan year 2024 filing.
  • Sourcepoint Matched Savings Plan reported participants fell from 141 in the plan year 2023 filing to 102 in the plan year 2024 filing.
  • Sourcepoint Matched Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 311354284 · SOURCEPOINT PY 2024 · Other

Sourcepoint Matched Savings Plan · $6M · 102 · 46th

  • PART $6M
  • PART 102
  • PART 46th
  • PART Other
  • PART near Sante Group Companies 403b Retirement Plan
  • PART ind #5212

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 Other Services retirement plans → · Plans in Ohio →

Sourcepoint Matched Savings Plan in the asset neighbourhood

Sante Group Companies 403b Retirement PlanSante Group Companies 403b R…$6MThe Joffrey Ballet 403(b) Retirement PlanThe Joffrey Ballet 403(b) Re…$6MSourcepoint Matched Savings PlanSourcepoint Matched Savings …$6MThe Connecticut Hospice Inc. Tax Sheltered Annuity PlanThe Connecticut Hospice Inc.…$6MThe Norton Simon Museum 403(b) PlanThe Norton Simon Museum 403(…$6M
End-of-year total assets ($M) among Sourcepoint Matched Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$257K
Employer EIN311354284
Plan Effective Date2000-01-18
Filing StatusFILING RECEIVED

Sponsor Plan History (SOURCEPOINT)

Sponsor-wide plan assets over time

All SOURCEPOINT plans reported in each filing year

Latest sponsor-wide plan assets
$6M 29.575221870491863% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.9M $6.35M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 100 $5M
2023 1 141 $6M
2024 1 102 $6M

Nearby Other Plans in Ohio

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

Sourcepoint Matched Savings Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Sourcepoint Matched Savings Plan, Total assets ($B): 0.00635479 · Participants: 102Sourcepoint Matched Savings PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
Sourcepoint Matched Savings Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Sourcepoint Matched Savings Plan side-by-side with 3 peers →

Sourcepoint Matched Savings Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Sante Group Companies 403b Retirement Plan in MD ($6M); by covered participants it is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Sourcepoint Matched Savings Plan assets move in 2024? ▼
Sourcepoint Matched Savings Plan edged up modestly - up 4.2% during 2024, from $6M to $6M. Reported net income was $257K.
How have SOURCEPOINT plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SOURCEPOINT's sponsor-wide assets grew 29.6%, from $5M to $6M.
Which Other plans are similar in size to Sourcepoint Matched Savings Plan? ▼
Among Other plans in other states, the closest by assets is Sante Group Companies 403b Retirement Plan in MD ($6M, 460 participants).
Which Other plans cover a similar participant headcount to Sourcepoint Matched Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI (102 participants, $5M 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 311354284.

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.