Servicesource retirement plans

Servicesource, Inc., Oakton, VA. EIN 54-0901256. Annual reports 2009–2025.

Servicesource, Inc. has 2 active retirement plans on file. The largest is the Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan, with 4,962 participants and $147 million in assets in 2025. Empower has been its recordkeeper since 2021. No traditional pension plan appears in Servicesource's filings since 2009.

Active plans
2
Participants
7,422
Plan assets
$175 million
401(k) recordkeeper
Empower
Plans on file
2
Industry
Health care

All 2 plans

Active plans first

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
001Employer EIN 54-0901256
Participants (2025)
4,962
Net assets (2025)
$147 million
Recordkeeper
EmpowerEarlier: MassMutual (2010–2020)
Plan administrator
Servicesource, Inc.
10467 White Granite Drive
Oakton, VA 22124
(703) 461-6000As filed for 2025
In effect since
July 1, 1984

Earlier plan names: Servicesource, Inc. Tax Deferred Thrift Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20254,962$147 millionEmpower
20244,694$124 millionEmpower
20234,513$108 millionEmpower
20224,229$91.6 millionEmpower
20214,393$105 millionEmpower
20204,320$88.7 millionMassMutual
20194,098$77.1 millionMassMutual
20183,895$61.6 millionMassMutual
20173,717$62.7 millionMassMutual
20163,151$50.6 millionMassMutual
20152,908$43.6 millionMassMutual
20142,476$40.7 millionMassMutual
20132,355$36.5 millionMassMutual
20123,203$30.4 millionMassMutual
20113,385$25.9 millionMassMutual
20103,378$20.4 millionMassMutual
20092,999$15.7 millionnot listed

Servicesource, Inc. 401(A) Retirement Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
002Employer EIN 54-0901256
Participants (2025)
2,460
Net assets (2025)
$28.6 million
Recordkeeper
EmpowerEarlier: MassMutual (2010–2020)
Plan administrator
Servicesource, Inc.
10467 White Granite Drive
Oakton, VA 22124
(703) 461-6000As filed for 2025
In effect since
January 1, 1991

Earlier plan names: Servicesource, Inc. Retirement Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20252,460$28.6 millionEmpower
20241,643$25.1 millionEmpower
20231,501$22.4 millionEmpower
20221,551$19.9 millionEmpower
20211,519$23.6 millionEmpower
20201,494$21.2 millionMassMutual
20191,617$18.9 millionMassMutual
20181,634$16.1 millionMassMutual
20171,662$17.1 millionMassMutual
20161,458$15.0 millionMassMutual
20151,539$14.2 millionMassMutual
20141,453$14.8 millionMassMutual
20131,429$14.1 millionMassMutual
20121,425$12.3 millionMassMutual
20111,409$11.5 millionMassMutual
20101,409$12.3 millionMassMutual
20091,140$11.2 millionnot listed

If you had money in one of these plans

  1. Call Empower (empower.com), which runs the Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((703) 461-6000). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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