401(k) · DOL Form 5500 · 2024

Sourcepass, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
438
Participants Below avg headcount
75th
Percentile by assets National rank
$59,156
Avg per participant Low balance/head
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Official DOL plan name: Sourcepass 401(k) Plan · Sponsored by Sourcepass, LLC · New York · Professional & Technical Services

$26M in assets, 438 participants

Sourcepass, LLC's Sourcepass 401(k) Plan reported $26M in total assets and 438 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,099 in Professional & Technical Services (20,173 peers)

Where Sourcepass 401(k) Plan sits by assets

Sourcepass 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 438 participants (~$59,156/participant), up 133.6% in 2024.

#15,099
in Professional & Technical Services (20,173 peers)
+133.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sourcepass 401(k) Plan's outsized position by total assets

Sourcepass 401(k) Plan vs every filed plan by assets

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

$25,910,486 Top 25% higher than 75% 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

Sourcepass 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. Sourcepass 401(k) Plan sits mid-pack in the medium band (438 participants).

Published 5500 schedule card

Filing strip 113615387 · Sourcepass, LLC PY 2024 · 401(k)

Sourcepass 401(k) Plan · $26M · 438 · 75th

  • PHOTO $26M
  • PHOTO 438
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near Considine & Considine 401(k) Profit Sharing Plan and Trust
  • PHOTO ind #15099

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 New York →

Sourcepass 401(k) Plan in the asset neighbourhood

Fox Head, Inc. Retirement TrustFox Head, Inc. Retirement Tr…$26MSourcepass 401(k) Plan$26MConsidine & Considine 401(k) Profit Sharing Plan and TrustConsidine & Considine 401(k)…$26MSouthland Credit Union 401(k) Plan and TrustSouthland Credit Union 401(k…$26MSonatype Retirement Trust$26M
End-of-year total assets ($M) among Sourcepass 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN113615387
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sourcepass 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sourcepass 401(k) Plan, Total assets ($B): 0.025910486 · Participants: 438Sourcepass 401(k) PlanIBM 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
Sourcepass 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sourcepass 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Considine & Considine 401(k) Profit Sharing Plan and Trust in CA ($26M); by covered participants it is Forgerock 401(k) Plan in CA (438 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (438 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 Sourcepass 401(k) Plan assets move in 2024? ▼
Sourcepass 401(k) Plan surged - up 133.6% during 2024, from $11M to $26M. Reported net income was $2M.
Where does Sourcepass 401(k) Plan rank by assets among Form 5500 filers? ▼
Sourcepass 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sourcepass 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Considine & Considine 401(k) Profit Sharing Plan and Trust in CA ($26M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Sourcepass 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Forgerock 401(k) Plan in CA (438 participants, N/A 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 113615387.

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.