401(k) · DOL Form 5500 · 2024

Strategic Funding Source Inc. Dba Kapitus 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
303
Participants Below avg headcount
66th
Percentile by assets National rank
$54,018
Avg per participant Low balance/head
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Official DOL plan name: Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Strategic Funding Source Inc. Dba Kapitus · New York · Finance & Insurance

$16M in assets, 303 participants

Strategic Funding Source Inc. Dba Kapitus's Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust reported $16M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,320 in Finance & Insurance (8,549 peers)

Coverage in New York

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust covers 303 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $16M.

#4,320
in Finance & Insurance (8,549 peers)
+33.2%
assets growth YoY

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$16,367,379 Top 34% higher than 66% 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

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust 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. Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust reported participants rose from 260 in the plan year 2023 filing to 303 in the plan year 2024 filing.
  • Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 010855279 · Strategic Funding Source Inc. Dba Kapitus PY 2024 · 401(k)

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust · $16M · 303 · 66th

  • PCT $16M
  • PCT 303
  • PCT 66th
  • PCT 401(k)
  • PCT near 401(k) Profit Sharing Plan of Residential Management Services, Inc.
  • PCT ind #4320

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 New York →

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Strategic Funding Source Inc 401(k) Profit Sharing Plan and TrustStrategic Funding Source Inc…$16M401(k) Profit Sharing Plan of Residential Management Services, Inc.401(k) Profit Sharing Plan o…$16MPrimrose Holdings LLC 401(k) PlanPrimrose Holdings LLC 401(k)…$16MConn-Weld Industries, LLC 401(k) PlanConn-Weld Industries, LLC 40…$16MThe Custom Companies Retirement Savings PlanThe Custom Companies Retirem…$16M
End-of-year total assets ($M) among Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN010855279
Plan Effective Date2011-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic Funding Source Inc. Dba Kapitus)

Sponsor-wide plan assets over time

All Strategic Funding Source Inc. Dba Kapitus plans reported in each filing year

Latest sponsor-wide plan assets
$16M 112.72528349175911% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.69M $16.4M ▲ +112.9%
Year Plans Participants Total Assets
2022 1 231 $8M
2023 1 260 $12M
2024 1 303 $16M

Nearby 401(k) Plans in New York

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

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.016367379 · Participants: 303Strategic Funding Source Inc 401(k) Profit Sharing Plan and TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 401(k) Profit Sharing Plan of Residential Management Services, Inc. in CT ($16M); by covered participants it is The Bradley Center Employee Retirement Savings Plan in PA (303 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (303 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 Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust surged - up 33.2% during 2024, from $12M to $16M. Reported net income was $4M.
How have Strategic Funding Source Inc. Dba Kapitus plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Funding Source Inc. Dba Kapitus's sponsor-wide assets grew 112.7%, from $8M to $16M.
Which 401(k) plans are similar in size to Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan of Residential Management Services, Inc. in CT ($16M, 594 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Funding Source Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bradley Center Employee Retirement Savings Plan in PA (303 participants, $8M 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 010855279.

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.