401(k)
2022 plan-year 401(k) DOL Form 5500

The Ssi Group, LLC Employees' Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The Ssi Group, LLC. Β· Alabama Β· Healthcare & Social Assistance

What the 2023 filing shows

The Ssi Group, LLC Employees' Retirement Savings Plan holds $52M for 351 participants - about $147,703 per participant, down 14.2% over the 2022 plan year.

$52M
total plan assets (2022 EOY)
351
covered participants
$147,703
avg assets per participant
-14.2%
assets change YoY

The plan reported a net loss of $9M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$52M
Participants
351
State
Industry
Healthcare & Social Assistance

What the Filing Says About The Ssi Group, LLC Employees' Retirement Savings Plan

The Ssi Group, LLC Employees' Retirement Savings Plan is a 401(k) retirement plan sponsored by The Ssi Group, LLC., headquartered in Alabama. As of the 2022 Form 5500 filing, the plan reports $52M in total end-of-year assets and covers 351 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 592715634, and the plan has been effective since 1987-07-29. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $60M at the beginning of 2022 to $52M at year-end β€” a decline of 14.2%. Net assets (after liabilities) closed the year at $52M, with reported net income of $-8,609,068 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$60M
Total Assets (End of Year)$52M
Net Assets (End of Year)$52M
Net Income$-8,609,068
Plan Type401(k)
Employer EIN592715634
Plan Effective Date1987-07-29
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ssi Group, LLC.)

Year Plans Participants Total Assets
2022 1 351 $52M
2023 1 342 $63M
2024 1 329 $69M

Nearby 401(k) Plans in Alabama

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

Frequently Asked Questions

How much money is in the The Ssi Group, LLC Employees' Retirement Savings Plan?
As of the 2022 Form 5500 filing, The Ssi Group, LLC Employees' Retirement Savings Plan holds $52M in total assets with 351 participants. It is sponsored by The Ssi Group, LLC..
What type of plan is The Ssi Group, LLC Employees' Retirement Savings Plan?
The Ssi Group, LLC Employees' Retirement Savings Plan is a 401(k) plan. It has been effective since 1987-07-29. The plan is filed with the U.S. Department of Labor under EIN 592715634.
Who sponsors the The Ssi Group, LLC Employees' Retirement Savings Plan?
The Ssi Group, LLC Employees' Retirement Savings Plan is sponsored by The Ssi Group, LLC., located in Alabama. The sponsor's EIN is 592715634 and the plan operates in the Healthcare & Social Assistance industry.
How did The Ssi Group, LLC Employees' Retirement Savings Plan perform in 2022?
The Ssi Group, LLC Employees' Retirement Savings Plan declined by 14.2% during 2022, moving from $60M to $52M in total assets. Net income was $-8,609,068.
Where can I find official filings for The Ssi Group, LLC Employees' Retirement Savings Plan?
Official Form 5500 filings for The Ssi Group, LLC Employees' Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 592715634 or plan name at efast.dol.gov.
How does The Ssi Group, LLC Employees' Retirement Savings Plan compare to other plans?
You can compare The Ssi Group, LLC Employees' Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 592715634.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.