Profit Sharing · DOL Form 5500 · 2022

First Southern, LLC Profit Sharing Plan

Data updated 2026-08-25

$510K
Total assets Small plan by assets
25
Participants Small participant base
18th
Percentile by assets National rank
$20,414
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First Southern, LLC 1081. 01(D) Retirement Plan · Sponsored by First Southern, LLC · Puerto Rico · Finance & Insurance

$510K in assets, 25 participants

First Southern, LLC's First Southern, LLC 1081. 01(D) Retirement Plan reported $510K in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,092 in Finance & Insurance (9,261 peers)

First Southern, LLC multi-year trail

First Southern, LLC's plans moved +279.6% in assets from 2022 to 2024; this filing shows First Southern, LLC 1081. 01(D) Retirement Plan at $510K / 25 participants.

#1,092
in Finance & Insurance (9,261 peers)
+44.5%
assets growth YoY

First Southern, LLC 1081. 01(D) Retirement Plan among the smaller filed plans by assets

First Southern, LLC 1081. 01(D) Retirement Plan vs every filed plan by assets

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

$510,355 18th percentile higher than 18% 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

First Southern, LLC 1081. 01(D) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Southern, LLC 1081. 01(D) Retirement Plan is a small filing (25 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 660854460 · First Southern, LLC PY 2022 · Profit Sharing

First Southern, LLC 1081. 01(D) Retirement Plan · $510K · 25 · 18th

  • BOOK $510K
  • VS-ST 25
  • BOY 18th
  • SCH Profit Sharing
  • EBSA near All Island Cuisine Inc. Retirement Plan
  • PART ind #1092

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 Puerto Rico →

First Southern, LLC 1081. 01(D) Retirement Plan in the asset neighbourhood

First Southern, LLC 1081. 01(D) Retirement PlanFirst Southern, LLC 1081. 01…$510KAll Island Cuisine Inc. Retirement PlanAll Island Cuisine Inc. Reti…$510KCrazy Canyon Productions, Inc. Profit Sharing PlanCrazy Canyon Productions, In…$510KTyp Defined Benefit Plan$511KTrinity Village Inc Profit Sharing PlanTrinity Village Inc Profit S…$511K
End-of-year total assets ($M) among First Southern, LLC 1081. 01(D) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

First Southern, LLC multi-year asset trail

Sponsor-wide plan assets over time

All First Southern, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 279.56442084431427% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.51M $1.94M ▲ +280.4%
Year Plans Participants Total Assets
2022 1 25 $510K
2023 1 30 $1M
2024 1 26 $2M

First Southern, LLC filing trail (2022)

Total Assets (Beginning of Year)$353K
Net Assets (End of Year)$510K
Net Income$157K
Employer EIN660854460
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

First Southern, LLC 1081. 01(D) Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants First Southern, LLC 1081. 01(D) Retirement Plan, Total assets ($M): 0.510355 · Participants: 25First Southern, LLC 1081. 01(D) Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
First Southern, LLC 1081. 01(D) Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare First Southern, LLC 1081. 01(D) Retirement Plan side-by-side with 3 peers →

First Southern, LLC 1081. 01(D) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is All Island Cuisine Inc. Retirement Plan in NY ($510K); by covered participants it is Bay Country Enterprises, Inc. Profit Sharing Plan in MD (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($510K here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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 First Southern, LLC 1081. 01(D) Retirement Plan assets move in 2022? ▼
First Southern, LLC 1081. 01(D) Retirement Plan surged - up 44.5% during 2022, from $353K to $510K. Reported net income was $157K.
How have First Southern, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Southern, LLC's sponsor-wide assets grew 279.6%, from $510K to $2M.
Where does First Southern, LLC 1081. 01(D) Retirement Plan rank by assets among Form 5500 filers? ▼
First Southern, LLC 1081. 01(D) Retirement Plan ranks in the 18th 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 Profit Sharing plans are similar in size to First Southern, LLC 1081. 01(D) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is All Island Cuisine Inc. Retirement Plan in NY ($510K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to First Southern, LLC 1081. 01(D) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bay Country Enterprises, Inc. Profit Sharing Plan in MD (25 participants, N/A 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 660854460.

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.