401(k) · DOL Form 5500 · 2022
Southern Gear and Machine, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $36,270
- Avg per participant Low balance/head
Official DOL plan name: Southern Gear and Machine, Inc. Employee Stock Ownership Plan · Sponsored by Southern Gear and Machine, Inc. · Florida · Manufacturing
$3M in assets, 89 participants
Southern Gear and Machine, Inc.'s Southern Gear and Machine, Inc. Employee Stock Ownership Plan reported $3M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #5,159 in Manufacturing (20,602 peers)
2022 asset change
Southern Gear and Machine, Inc. Employee Stock Ownership Plan pulled back noticeably 8.6% in 2022 ($4M → $3M) for 89 participants.
- #5,159
- in Manufacturing (20,602 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $303K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Gear and Machine, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Southern Gear and Machine, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,227,990 42nd percentile higher than 42% 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
Southern Gear and Machine, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Gear and Machine, Inc. Employee Stock Ownership Plan is a small filing (89 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 590817825 · Southern Gear and Machine, Inc. PY 2022 · 401(k)
Southern Gear and Machine, Inc. Employee Stock Ownership Plan · $3M · 89 · 42nd
- BOOK $3M
- VS-ST 89
- BOY 42nd
- SCH 401(k)
- EBSA near New Jersey Eye and Ear 401(k) Profit Sharing Plan
- PART ind #5159
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 Manufacturing retirement plans → · Plans in Florida →
Southern Gear and Machine, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Southern Gear and Machine, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Southern Gear and Machine, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 3.3111316949556846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $3M |
| 2023 | 1 | 95 | $3M |
| 2024 | 1 | 85 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$303K |
| Employer EIN | 590817825 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Southern Gear and Machine, Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is New Jersey Eye and Ear 401(k) Profit Sharing Plan in NJ ($3M); by covered participants it is Timberline Hospitalities, LLC Pension Plan in WY (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- New Jersey Eye and Ear 401(k) Profit Sharing Plan (NJ) $3M · 84
- Pac-12 Enterprises, LLC Access Plan (CA) $3M · 953
- Bradford Machine 401(k) Plan and Trust (VT) $3M · 35
- Marginedge 401(k) Plan (VA) $3M · 142
Similar participant headcount
Nearest other-state filings by covered participants (89 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.