401(k) · DOL Form 5500 · 2022

Southern States Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$212M
Total assets Near avg plan size
2,288
Participants Above avg headcount
96th
Percentile by assets National rank
$92,468
Avg per participant Below avg balance/head
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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.

  • #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.

#6,637
in Wholesale Trade (6,843 peers)
-23.7%
assets change YoY
2.1×
vs typical plan assets (national mean)

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.

Southern States Retirement Savings Plan's outsized position by total assets

Southern States Retirement Savings Plan vs every filed plan by assets

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

$211,566,605 Top 4% higher than 96% 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 States Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern States Retirement Savings Plan lands in the large band (2,288 participants).

Published 5500 schedule card

Filing strip 540387200 · Southern States Cooperative, Inc. PY 2022 · 401(k)

Southern States Retirement Savings Plan · $212M · 2,288 · 96th

  • BOOK $212M
  • BOOK 2,288
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  • BOOK near Sunrun Inc. 401(k) Plan
  • BOOK ind #6637

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 Wholesale Trade retirement plans → · Plans in Virginia →

Southern States Retirement Savings Plan in the asset neighbourhood

Valent U. S. a. LLC 401(k) Savings PlanValent U. S. a. LLC 401(k) S…$212MSouthern States Retirement Savings PlanSouthern States Retirement S…$212MSunrun Inc. 401(k) Plan$212MFoster Garvey 401(k) Plan$211MHumana Partnership Savings PlanHumana Partnership Savings P…$211M
End-of-year total assets ($M) among Southern States Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Southern States Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$421M 4.5245706298363695% vs 2022
2024 filing year
$400M$410M$420M$430M 202220232024 $403M $421M ▲ +4.5%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -10010203040 Total assets ($B) Participants Southern States Retirement Savings Plan, Total assets ($B): 0.211566605 · Participants: 2288Southern States Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Southern States Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Southern States Retirement Savings Plan side-by-side with 3 peers →

Southern States Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Sunrun Inc. 401(k) Plan in CA ($212M); by covered participants it is Prevea Clinic, Inc. 401(k) and Retirement Plan in WI (2,287 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($212M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,288 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 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).
Which 401(k) plans cover a similar participant headcount to Southern States Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevea Clinic, Inc. 401(k) and Retirement Plan in WI (2,287 participants, $387M 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 540387200.

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.