401(k) · DOL Form 5500 · 2024
E Source Companies, LLC 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 318
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $78,659
- Avg per participant Below avg balance/head
Official DOL plan name: E Source 401(k) Plan · Sponsored by E Source Companies, LLC · Colorado · Professional & Technical Services
$25M in assets, 318 participants
E Source Companies, LLC's E Source 401(k) Plan reported $25M in total assets and 318 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.
- #14,955 in Professional & Technical Services (20,173 peers)
E Source Companies, LLC multi-year trail
E Source Companies, LLC's plans moved +64.8% in assets from 2022 to 2024; this filing shows E Source 401(k) Plan at $25M / 318 participants.
- #14,955
- in Professional & Technical Services (20,173 peers)
- +31.1%
- assets growth YoY
E Source 401(k) Plan's outsized position by total assets
E Source 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,013,547 Top 26% higher than 74% 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
E Source 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. E Source 401(k) Plan sits mid-pack in the medium band (318 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- E Source 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- E Source 401(k) Plan reported participants rose from 228 in the plan year 2023 filing to 318 in the plan year 2024 filing.
- E Source 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $25M in the plan year 2024 filing.
DOL schedule card
Filing strip 204402870 · E Source Companies, LLC PY 2024 · 401(k)
E Source 401(k) Plan · $25M · 318 · 74th
- BOOK $25M
- VS-ST 318
- BOY 74th
- SCH 401(k)
- EBSA near Ambitions 401 K Plan
- PART ind #14955
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 Professional & Technical Services retirement plans → · Plans in Colorado →
E Source 401(k) Plan in the asset neighbourhood
E Source Companies, LLC multi-year asset trail
Sponsor-wide plan assets over time
All E Source Companies, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 64.75309903991742% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 207 | $15M |
| 2023 | 1 | 228 | $19M |
| 2024 | 1 | 318 | $25M |
E Source Companies, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $6M |
| Employer EIN | 204402870 |
| Plan Effective Date | 2006-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
E Source 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Ambitions 401 K Plan in NV ($25M); by covered participants it is Smartcontract 401(k) Plan in NY (318 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Ambitions 401 K Plan (NV) $25M · 993
- Name Brands, Inc Employees Profit Sharing Plan (OK) $25M · 177
- Polywood 401(k) Profit Sharing Plan (IN) $25M · 1,119
- S & a Homes and Affiliates Profit Sharing and 401(k) Plan (PA) $25M · 206
Similar participant headcount
Nearest other-state filings by covered participants (318 participants); asset peers above are excluded.
- Smartcontract 401(k) Plan (NY) 318 · 0 off
- Fst Technical Services 401(k) Plan (AZ) 318 · 0 off
- Jon M. Hall Company, LLC 401(k) Plan (FL) 318 · 0 off
- Shipley Energy 401(k) Retirement Plan (PA) 318 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.