401(k) · DOL Form 5500 · 2022
The Southern Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $582,170
- Avg per participant High balance/head
Official DOL plan name: The Southern Agency Retirement Plan · Sponsored by The Southern Agency, Inc. · Tennessee · Finance & Insurance
$3M in assets, 5 participants
The Southern Agency, Inc.'s The Southern Agency Retirement Plan reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #2,502 in Finance & Insurance (9,261 peers)
The Southern Agency, Inc. multi-year trail
The Southern Agency, Inc.'s plans moved +115.9% in assets from 2022 to 2024; this filing shows The Southern Agency Retirement Plan at $3M / 5 participants.
- #2,502
- in Finance & Insurance (9,261 peers)
- +135.3%
- assets growth YoY
The Southern Agency Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
The Southern Agency Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,910,852 40th percentile higher than 40% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Southern Agency Retirement 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. The Southern Agency Retirement Plan is a micro filing (5 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 371792069 · The Southern Agency, Inc. PY 2022 · 401(k)
The Southern Agency Retirement Plan · $3M · 5 · 40th
- NET $3M
- BOOK 5
- VS-ST 40th
- BOY 401(k)
- SCH near Examkrackers, Inc. 401(k) Profit Sharing Plan and Trust
- EBSA ind #2502
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 →
The Southern Agency Retirement Plan in the asset neighbourhood
The Southern Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Southern Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 115.86844676404023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 8 | $6M |
| 2024 | 1 | 9 | $6M |
The Southern Agency, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $2M |
| Employer EIN | 371792069 |
| Plan Effective Date | 2015-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
The Southern Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Examkrackers, Inc. 401(k) Profit Sharing Plan and Trust in MO ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.