401(k) · DOL Form 5500 · 2024
Sourcebooks, LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 256
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $78,522
- Avg per participant Below avg balance/head
Official DOL plan name: Sourcebooks, LLC 401(k) Plan · Sponsored by Sourcebooks, LLC · Illinois · Finance & Insurance
$20M in assets, 256 participants
Sourcebooks, LLC's Sourcebooks, LLC 401(k) Plan reported $20M in total assets and 256 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #4,743 in Finance & Insurance (8,549 peers)
Coverage in Illinois
Sourcebooks, LLC 401(k) Plan covers 256 participants in Illinois, about 33% of the average Illinois filer (state average ~779 per filing). Assets: $20M.
- #4,743
- in Finance & Insurance (8,549 peers)
- +37.0%
- assets growth YoY
Sourcebooks, LLC 401(k) Plan's outsized position by total assets
Sourcebooks, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,101,759 Top 30% higher than 70% 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
Sourcebooks, 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. Sourcebooks, LLC 401(k) Plan sits mid-pack in the medium band (256 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sourcebooks, LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Sourcebooks, LLC 401(k) Plan reported participants rose from 189 in the plan year 2023 filing to 256 in the plan year 2024 filing.
- Sourcebooks, LLC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 363547944 · Sourcebooks, LLC PY 2024 · 401(k)
Sourcebooks, LLC 401(k) Plan · $20M · 256 · 70th
- BOOK $20M
- VS-ST 256
- BOY 70th
- SCH 401(k)
- EBSA near The Vernon Investment and Retirement Plan for Field Salespersons
- PART ind #4743
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 Finance & Insurance retirement plans → · Plans in Illinois →
Sourcebooks, LLC 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $5M |
| Employer EIN | 363547944 |
| Plan Effective Date | 1997-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sourcebooks, LLC)
Sponsor-wide plan assets over time
All Sourcebooks, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 94.26285678059621% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $10M |
| 2023 | 1 | 189 | $15M |
| 2024 | 1 | 256 | $20M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Sourcebooks, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is The Vernon Investment and Retirement Plan for Field Salespersons in IA ($20M); by covered participants it is The Architect 401(k) Plan the Printer, Inc. in IA (256 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (256 participants); asset peers above are excluded.
- The Architect 401(k) Plan the Printer, Inc. (IA) 256 · 0 off
- 403(b) Thrift Plan of Nashoba Learning Group, Inc. (MA) 256 · 0 off
- Thermo King West, Inc. 401(k) Plan (AZ) 256 · 0 off
- Psc Biotech Corporation Retirement Plan (CA) 256 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.