401(k) · DOL Form 5500 · 2024

Source Code Holdings LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
267
Participants Below avg headcount
79th
Percentile by assets National rank
$130,033
Avg per participant Near avg balance/head
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Official DOL plan name: Source Code Holdings LLC 401(k) Plan · Sponsored by Source Code Holdings LLC · Massachusetts · Wholesale Trade

$35M in assets, 267 participants

Source Code Holdings LLC's Source Code Holdings LLC 401(k) Plan reported $35M in total assets and 267 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,804 in Wholesale Trade (6,080 peers)

Coverage in Massachusetts

Source Code Holdings LLC 401(k) Plan covers 267 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $35M.

#4,804
in Wholesale Trade (6,080 peers)
+27.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Source Code Holdings LLC 401(k) Plan's outsized position by total assets

Source Code Holdings LLC 401(k) Plan vs every filed plan by assets

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

$34,718,690 Top 21% higher than 79% 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

Source Code Holdings LLC 401(k) 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. Source Code Holdings LLC 401(k) Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Source Code Holdings LLC 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Source Code Holdings LLC 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Source Code Holdings LLC 401(k) Plan reported participants fell from 296 in the plan year 2023 filing to 267 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 824981760 · Source Code Holdings LLC PY 2024 · 401(k)

Source Code Holdings LLC 401(k) Plan · $35M · 267 · 79th

  • RANK $35M
  • RANK 267
  • RANK 79th
  • RANK 401(k)
  • RANK near A.I.G. Trucking, Inc. Profit Sharing / 401(k) Plan
  • RANK ind #4804

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Source Code Holdings LLC 401(k) Plan in the asset neighbourhood

Source Code Holdings LLC 401(k) PlanSource Code Holdings LLC 401…$35MA.I.G. Trucking, Inc. Profit Sharing / 401(k) PlanA.I.G. Trucking, Inc. Profit…$35MKidder Mathews Retirement PlanKidder Mathews Retirement Pl…$35MPalace Employees 401(k) Savings PlanPalace Employees 401(k) Savi…$35MEdinger Medical Group, Inc. 401(k) Profit Sharing PlanEdinger Medical Group, Inc. …$35M
End-of-year total assets ($M) among Source Code Holdings LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$35M
Net Income$8M
Employer EIN824981760
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Source Code Holdings LLC)

Sponsor-wide plan assets over time

All Source Code Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 60.7303897821984% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $21.6M $34.7M ▲ +60.7%
Year Plans Participants Total Assets
2022 1 279 $22M
2023 1 296 $27M
2024 1 267 $35M

Nearby 401(k) Plans in Massachusetts

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

Source Code Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Source Code Holdings LLC 401(k) Plan, Total assets ($B): 0.03471869 · Participants: 267Source Code Holdings LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Source Code Holdings LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Source Code Holdings LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is A.I.G. Trucking, Inc. Profit Sharing / 401(k) Plan in NJ ($35M); by covered participants it is Envirovac Holdings 401(k) Savings Plan in GA (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Source Code Holdings LLC 401(k) Plan assets move in 2024?
Source Code Holdings LLC 401(k) Plan grew sharply - up 27.7% during 2024, from $27M to $35M. Reported net income was $8M.
How have Source Code Holdings LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Source Code Holdings LLC's sponsor-wide assets grew 60.7%, from $22M to $35M.
Where does Source Code Holdings LLC 401(k) Plan rank by assets among Form 5500 filers?
Source Code Holdings LLC 401(k) Plan ranks in the 79th 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 Source Code Holdings LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is A.I.G. Trucking, Inc. Profit Sharing / 401(k) Plan in NJ ($35M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Source Code Holdings LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Envirovac Holdings 401(k) Savings Plan in GA (267 participants, $5M in assets).