401(k) · DOL Form 5500 · 2022

Southern Capital Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$527K
Total assets Small plan by assets
8
Participants Small participant base
19th
Percentile by assets National rank
$65,842
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Capital Advisors, LLC Safe Harbor 401(k) Plan · Sponsored by Southern Capital Advisors, LLC · Tennessee · Finance & Insurance

$527K in assets, 8 participants

Southern Capital Advisors, LLC's Southern Capital Advisors, LLC Safe Harbor 401(k) Plan reported $527K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,104 in Finance & Insurance (9,261 peers)

Southern Capital Advisors, LLC multi-year trail

Southern Capital Advisors, LLC's plans moved +143.8% in assets from 2022 to 2024; this filing shows Southern Capital Advisors, LLC Safe Harbor 401(k) Plan at $527K / 8 participants.

#1,104
in Finance & Insurance (9,261 peers)
+18.1%
assets growth YoY

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan among the smaller filed plans by assets

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$526,735 19th percentile higher than 19% of 139,123 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 2022

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Capital Advisors, LLC Safe Harbor 401(k) Plan is a micro filing (8 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 823410289 · Southern Capital Advisors, LLC PY 2022 · 401(k)

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan · $527K · 8 · 19th

  • PART $527K
  • TYPE 8
  • NET 19th
  • BOOK 401(k)
  • VS-ST near Brian Brown Contracting, Inc. 401(k) Profit Sharing Plan
  • BOY ind #1104

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 Tennessee →

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan in the asset neighbourhood

Southern Capital Advisors, LLC Safe Harbor 401(k) PlanSouthern Capital Advisors, L…$527KBrian Brown Contracting, Inc. 401(k) Profit Sharing PlanBrian Brown Contracting, Inc…$527KFlextoday, Inc. 401(k) Retirement PlanFlextoday, Inc. 401(k) Retir…$527KThe Inn at 7 Central, Inc. 401(k) PlanThe Inn at 7 Central, Inc. 4…$527KCtc Triangle (USA), LLC 401(k) PlanCtc Triangle (USA), LLC 401(…$527K
End-of-year total assets ($M) among Southern Capital Advisors, LLC Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Southern Capital Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southern Capital Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 143.80608845054914% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.53M $1.28M ▲ +141.5%
Year Plans Participants Total Assets
2022 1 8 $527K
2023 1 9 $894K
2024 1 9 $1M

Southern Capital Advisors, LLC filing trail (2022)

Total Assets (Beginning of Year)$446K
Net Assets (End of Year)$527K
Net Income$81K
Employer EIN823410289
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Southern Capital Advisors, LLC Safe Harbor 401(k) Plan, Total assets ($B): 0.000526735 · Participants: 8Southern Capital Advisors, LLC Safe Harbor 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Southern Capital Advisors, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southern Capital Advisors, LLC Safe Harbor 401(k) Plan side-by-side with 3 peers →

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Brian Brown Contracting, Inc. 401(k) Profit Sharing Plan in GA ($527K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Capital Advisors, LLC Safe Harbor 401(k) Plan assets move in 2022? ▼
Southern Capital Advisors, LLC Safe Harbor 401(k) Plan grew sharply - up 18.1% during 2022, from $446K to $527K. Reported net income was $81K.
How have Southern Capital Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Capital Advisors, LLC's sponsor-wide assets grew 143.8%, from $527K to $1M.
Where does Southern Capital Advisors, LLC Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Southern Capital Advisors, LLC Safe Harbor 401(k) Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Southern Capital Advisors, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brian Brown Contracting, Inc. 401(k) Profit Sharing Plan in GA ($527K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Southern Capital Advisors, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823410289.

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.