401(k) · DOL Form 5500 · 2022

Southern States Cooperative, Inc. 401(k) Plan

Data updated 2026-08-11

$212M
Total assets
2,288
Participants
96th
Percentile by assets
$92,468
Avg per participant
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Official DOL plan name: Southern States Retirement Savings Plan · Sponsored by Southern States Cooperative, Inc. · Virginia · Wholesale Trade

$212M in assets, 2,288 participants

Southern States Cooperative, Inc.'s Southern States Retirement Savings Plan reported $212M in total assets and 2,288 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 139,126 plans)
  • #6,637 in Wholesale Trade (6,843 peers)

Coverage in Virginia

Southern States Retirement Savings Plan covers 2,288 participants in Virginia, 2.9x the typical Virginia plan (state average ~782 per filing). Assets: $212M.

$212M
total plan assets (2022 EOY)
2,288
covered participants
96th
percentile by assets (of 139,126 plans)
$92,468
avg assets per participant

The plan reported a net loss of $64M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Southern States Retirement Savings Plan reports 2,288 participants - 2.9x that state average ($212M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$277M
Net Assets (End of Year)$212M
Net Income-$64M
Employer EIN540387200
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern States Cooperative, Inc.)

$400M$410M$420M$430M 202220232024 $403M $421M ▲ +4.5%
Total plan assets by year, all Southern States Cooperative, Inc. plans on file
Year Plans Participants Total Assets
2022 2 2,559 $403M
2023 2 1,892 $414M
2024 2 1,845 $421M

Nearby 401(k) Plans in Virginia

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

Southern States Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Southern States Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -10010203040 Total assets ($B) Participants Southern States Reti…Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Leidos, Inc. Retirem…Bae Systems Employee…
Southern States Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Southern States Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Southern States Retirement Savings Plan assets move in 2022?
Southern States Retirement Savings Plan declined sharply - down 23.7% during 2022, from $277M to $212M. Reported net income was -$64M.
How have Southern States Cooperative, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern States Cooperative, Inc.'s sponsor-wide assets grew 4.5%, from $403M to $421M.
Where does Southern States Retirement Savings Plan rank by assets among Form 5500 filers?
Southern States Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Southern States Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Sunrun Inc. 401(k) Plan in CA ($212M, 9,729 participants).

Next read for Southern States Retirement Savings Plan

Filing takeaways

Ways to act on Southern States Retirement Savings Plan's numbers.

  • By total assets, Southern States Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
  • Southern States Cooperative, Inc.'s sponsor-wide assets have grown 4.5% since 2022 across 3 plan years on file. More Wholesale Trade plans