Other · DOL Form 5500 · 2022

Southminster, Inc. Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
361
Participants Below avg headcount
65th
Percentile by assets National rank
$28,520
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southminster Retirement Plan · Sponsored by Southminster, Inc. · North Carolina · Healthcare & Social Assistance

$10M in assets, 361 participants

Southminster, Inc.'s Southminster Retirement Plan reported $10M in total assets and 361 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,210 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Southminster Retirement Plan covers 361 participants in North Carolina, about 44% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#14,210
in Healthcare & Social Assistance (20,060 peers)
-9.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southminster Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southminster Retirement Plan vs every filed plan by assets

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

$10,295,766 Top 35% higher than 65% 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

Southminster Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southminster Retirement Plan sits mid-pack in the medium band (361 participants).

DOL schedule card

Filing strip 561443222 · Southminster, Inc. PY 2022 · Other

Southminster Retirement Plan · $10M · 361 · 65th

  • TYPE $10M
  • TYPE 361
  • TYPE 65th
  • TYPE Other
  • TYPE near Sierra Vista Employee Retirement Plan
  • TYPE ind #14210

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Southminster Retirement Plan in the asset neighbourhood

Cheverus High School Lay Employee 403(b) Pension PlanCheverus High School Lay Emp…$10MSouthminster Retirement Plan$10MSierra Vista Employee Retirement PlanSierra Vista Employee Retire…$10MSt. John's Country Day School 403(b) PlanSt. John's Country Day Schoo…$10MMeridian Behavioral Healthcare, Inc. 403(b) PlanMeridian Behavioral Healthca…$10M
End-of-year total assets ($M) among Southminster Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN561443222
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southminster, Inc.)

Sponsor-wide plan assets over time

All Southminster, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 28.71918417726277% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.3M $13.3M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 361 $10M
2023 1 406 $12M
2024 1 424 $13M

Nearby Other Plans in North Carolina

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

Southminster Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Southminster Retirement Plan, Total assets ($B): 0.010295766 · Participants: 361Southminster Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Southminster Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Southminster Retirement Plan side-by-side with 3 peers →

Southminster Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Sierra Vista Employee Retirement Plan in CA ($10M); by covered participants it is Illinois Wesleyan University 403(b) Retirement Plan in IL (361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (361 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 Southminster Retirement Plan assets move in 2022? ▼
Southminster Retirement Plan pulled back noticeably - down 9.9% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Southminster, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southminster, Inc.'s sponsor-wide assets grew 28.7%, from $10M to $13M.
Which Other plans are similar in size to Southminster Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sierra Vista Employee Retirement Plan in CA ($10M, 213 participants).
Which Other plans cover a similar participant headcount to Southminster Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Illinois Wesleyan University 403(b) Retirement Plan in IL (361 participants, $135M 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 561443222.

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.