401(k) · DOL Form 5500 · 2024

Transource, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
308
Participants Below avg headcount
65th
Percentile by assets National rank
$49,360
Avg per participant Low balance/head
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Official DOL plan name: Transource, Inc. 401(k) Investment Plan · Sponsored by Transource, Inc. · North Carolina · Retail Trade

$15M in assets, 308 participants

Transource, Inc.'s Transource, Inc. 401(k) Investment Plan reported $15M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,084 in Retail Trade (8,048 peers)

Coverage in North Carolina

Transource, Inc. 401(k) Investment Plan covers 308 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.

#6,084
in Retail Trade (8,048 peers)
+25.0%
assets growth YoY

Transource, Inc. 401(k) Investment Plan's mid-pack asset rank among Retail Trade and all filers

Transource, Inc. 401(k) Investment Plan vs every filed plan by assets

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

$15,202,793 Top 35% higher than 65% 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

Transource, Inc. 401(k) Investment 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. Transource, Inc. 401(k) Investment Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Transource, Inc. 401(k) Investment Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Transource, Inc. 401(k) Investment Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Transource, Inc. 401(k) Investment Plan reported participants rose from 295 in the plan year 2023 filing to 308 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 561325586 · Transource, Inc. PY 2024 · 401(k)

Transource, Inc. 401(k) Investment Plan · $15M · 308 · 65th

  • BOY $15M
  • SCH 308
  • EBSA 65th
  • PART 401(k)
  • TYPE near Northside Imports, Inc. 401(k) Plan
  • NET ind #6084

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 Retail Trade retirement plans → · Plans in North Carolina →

Transource, Inc. 401(k) Investment Plan in the asset neighbourhood

The Childrens Svc Ctr of Wyo Val 401(k) PlanThe Childrens Svc Ctr of Wyo…$15MBoyle Shaughnessy Law PC 401(k) Profit Sharing Plan and TrustBoyle Shaughnessy Law PC 401…$15MTransource, Inc. 401(k) Investment PlanTransource, Inc. 401(k) Inve…$15MNorthside Imports, Inc. 401(k) PlanNorthside Imports, Inc. 401(…$15MRappaport Management Company 401(k) PlanRappaport Management Company…$15M
End-of-year total assets ($M) among Transource, Inc. 401(k) Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN561325586
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Transource, Inc.)

Sponsor-wide plan assets over time

All Transource, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 62.37963150867824% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.36M $15.2M ▲ +62.4%
Year Plans Participants Total Assets
2022 1 255 $9M
2023 1 295 $12M
2024 1 308 $15M

Nearby 401(k) Plans in North Carolina

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

Transource, Inc. 401(k) Investment Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Transource, Inc. 401(k) Investment Plan, Total assets ($B): 0.015202793 · Participants: 308Transource, Inc. 401(k) Investment PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Transource, Inc. 401(k) Investment Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Transource, Inc. 401(k) Investment Plan side-by-side with 3 peers →

Transource, Inc. 401(k) Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Northside Imports, Inc. 401(k) Plan in IL ($15M); by covered participants it is Uphealth, Inc. 401(k) Plan in FL (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Transource, Inc. 401(k) Investment Plan assets move in 2024? ▼
Transource, Inc. 401(k) Investment Plan grew sharply - up 25.0% during 2024, from $12M to $15M. Reported net income was $3M.
How have Transource, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transource, Inc.'s sponsor-wide assets grew 62.4%, from $9M to $15M.
Which 401(k) plans are similar in size to Transource, Inc. 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northside Imports, Inc. 401(k) Plan in IL ($15M, 444 participants).
Which 401(k) plans cover a similar participant headcount to Transource, Inc. 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uphealth, Inc. 401(k) Plan in FL (308 participants, $7M 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 561325586.

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.