Profit Sharing · DOL Form 5500 · 2024

Source Logistics, Inc. Profit Sharing Plan

Data updated 2026-08-25

$850K
Total assets Small plan by assets: 2
Participants Small participant base: 22nd
Percentile by assets National rank: $424,988
Avg per participant High balance/head

Official DOL plan name: Source Logistics, Inc. Profit Sharing Plan · Sponsored by Source Logistics, Inc. · Indiana · Transportation & Warehousing

$850K in assets, 2 participants

Source Logistics, Inc.'s Source Logistics, Inc. Profit Sharing Plan reported $850K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

#763 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

Source Logistics, Inc. Profit Sharing Plan holds $850K for 2 participants - about $424,988 per participant, among the smaller plans by assets on file.

#763
in Transportation & Warehousing (3,299 peers): $850K
reported net income

Source Logistics, Inc. Profit Sharing Plan among the smaller filed plans by assets

Source Logistics, Inc. Profit Sharing Plan vs every filed plan by assets

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

$849,975 22nd percentile higher than 22% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Source Logistics, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Source Logistics, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 991569173 · Source Logistics, Inc. PY 2024 · Profit Sharing

Source Logistics, Inc. Profit Sharing Plan · $850K · 2 · 22nd

TYPE $850K
NET 2
BOOK 22nd
VS-ST Profit Sharing
BOY near Jws and Sons Inc. Retirement Plan
SCH ind #763

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 Transportation & Warehousing retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Source Logistics, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$850K
Net Income	$850K
Employer EIN	991569173
Plan Effective Date	2024-02-26
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Indiana

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

Source Logistics, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants

University of Notre Dame 403(b) Retirement Plan $2.6B · 10,920
Indiana State Council of Plasterers & Cement Mason Pension Fund $349M · 1,910
Cfni Retirement Plan $233M · 6,376
Do It Best Corp. Restated Employees' Savings & Profit Sharing $219M · 2,068
International Union of Operating Engineers Local 841 Qualified Savings Plan $161M · 4,760

Compare Source Logistics, Inc. Profit Sharing Plan side-by-side with 3 peers →

Source Logistics, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Jws and Sons Inc. Retirement Plan in FL ($850K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($850K here).

Jws and Sons Inc. Retirement Plan (FL) $850K · 17
Community Memorial Home Profit Sharing Plan (MN) $850K · 67
Del Premier Care Inc. Retirement Plan (DE) $850K · 18
ESOP Services Inc Retirement Plan-Variable Contribution (VA) $850K · 2

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Group H Capital Corporation Profit Sharing Plan and Trust (VA) 2 · 0 off
Stenorkat Corporation Profit Sharing Plan (MA) 2 · 0 off
Short Enterprises, Inc. Profit Sharing Plan and Trust (CO) 2 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Source Logistics, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Source Logistics, Inc. Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Profit Sharing plans are similar in size to Source Logistics, Inc. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Jws and Sons Inc. Retirement Plan in FL ($850K, 17 participants).

Which Profit Sharing plans cover a similar participant headcount to Source Logistics, Inc. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 991569173.