401(k) · DOL Form 5500 · 2024

Source Energy Services US LP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
197
Participants Below avg headcount
50th
Percentile by assets National rank
$38,307
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Source Group 401(k) Plan · Sponsored by Source Energy Services US LP · Wisconsin · Mining & Oil Extraction

$8M in assets, 197 participants

Source Energy Services US LP's Source Group 401(k) Plan reported $8M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #220 in Mining & Oil Extraction (785 peers)

Coverage in Wisconsin

Source Group 401(k) Plan covers 197 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#220
in Mining & Oil Extraction (785 peers)
+28.8%
assets growth YoY

Source Group 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Source Group 401(k) Plan vs every filed plan by assets

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

$7,546,387 Top 50% higher than 50% 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

Source Group 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. Source Group 401(k) Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Source Group 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Source Group 401(k) Plan reported participants rose from 183 in the plan year 2023 filing to 197 in the plan year 2024 filing.
  • Source Group 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 352487607 · Source Energy Services US LP PY 2024 · 401(k)

Source Group 401(k) Plan · $8M · 197 · 50th

  • IND $8M
  • IND 197
  • IND 50th
  • IND 401(k)
  • IND near Systems Connection of Maryland, Inc. 401(k) Retirement Plan
  • IND ind #220

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 Mining & Oil Extraction retirement plans → · Plans in Wisconsin →

Source Group 401(k) Plan in the asset neighbourhood

Source Group 401(k) Plan$8MSystems Connection of Maryland, Inc. 401(k) Retirement PlanSystems Connection of Maryla…$8MLightology LLC 401(k) Plan$8MNorth American Signs, Inc Deferred Compensation Plan & TrustNorth American Signs, Inc De…$8MTommie Vaughn Motors, Inc. 401(k) PlanTommie Vaughn Motors, Inc. 4…$8M
End-of-year total assets ($M) among Source Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN352487607
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Source Energy Services US LP)

Sponsor-wide plan assets over time

All Source Energy Services US LP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 75.93175988248193% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.29M $7.55M ▲ +76.0%
Year Plans Participants Total Assets
2022 1 162 $4M
2023 1 183 $6M
2024 1 197 $8M

Nearby 401(k) Plans in Wisconsin

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

Source Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Source Group 401(k) Plan, Total assets ($B): 0.007546387 · Participants: 197Source Group 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Source Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Source Group 401(k) Plan side-by-side with 3 peers →

Source Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Systems Connection of Maryland, Inc. 401(k) Retirement Plan in MD ($8M); by covered participants it is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Source Group 401(k) Plan assets move in 2024? ▼
Source Group 401(k) Plan grew sharply - up 28.8% during 2024, from $6M to $8M. Reported net income was $2M.
How have Source Energy Services US LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Source Energy Services US LP's sponsor-wide assets grew 75.9%, from $4M to $8M.
Which 401(k) plans are similar in size to Source Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Systems Connection of Maryland, Inc. 401(k) Retirement Plan in MD ($8M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Source Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants, $17M 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 352487607.

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.