Profit Sharing · DOL Form 5500 · 2022

Southern Mail Service, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
728
Participants Near avg headcount
65th
Percentile by assets National rank
$13,774
Avg per participant Low balance/head
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Official DOL plan name: Southern Mail Service, Inc. Retirement Plan · Sponsored by Southern Mail Service, Inc. · Texas · Transportation & Warehousing

$10M in assets, 728 participants

Southern Mail Service, Inc.'s Southern Mail Service, Inc. Retirement Plan reported $10M in total assets and 728 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.

  • #2,607 in Transportation & Warehousing (3,876 peers)

Southern Mail Service, Inc. multi-year trail

Southern Mail Service, Inc.'s plans moved +12.4% in assets from 2022 to 2024; this filing shows Southern Mail Service, Inc. Retirement Plan at $10M / 728 participants.

#2,607
in Transportation & Warehousing (3,876 peers)
-18.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Mail Service, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Southern Mail Service, Inc. Retirement Plan vs every filed plan by assets

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

$10,027,448 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

Southern Mail Service, Inc. 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. Southern Mail Service, Inc. Retirement Plan sits mid-pack in the medium band (728 participants).

Plan-year Form 5500 strip

Filing strip 751482649 · Southern Mail Service, Inc. PY 2022 · Profit Sharing

Southern Mail Service, Inc. Retirement Plan · $10M · 728 · 65th

  • BOOK $10M
  • BOOK 728
  • BOOK 65th
  • BOOK Profit Sharing
  • BOOK near Jernigan-Kinsella & Co Employees Profit Sharing Plan
  • BOOK ind #2607

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Southern Mail Service, Inc. Retirement Plan in the asset neighbourhood

Southern Mail Service, Inc. Retirement PlanSouthern Mail Service, Inc. …$10MJernigan-Kinsella & Co Employees Profit Sharing PlanJernigan-Kinsella & Co Emplo…$10MHeat & Frost Insulators Local No. 33 Annuity PlanHeat & Frost Insulators Loca…$10MBlue Rock Products Company Profit Sharing PlanBlue Rock Products Company P…$10MRoofers Local No.9 Supplemental Retirement PlanRoofers Local No.9 Supplemen…$10M
End-of-year total assets ($M) among Southern Mail Service, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Southern Mail Service, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southern Mail Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 12.423539867770943% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $10M $11.3M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 728 $10M
2023 1 792 $11M
2024 1 794 $11M

Southern Mail Service, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN751482649
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Southern Mail Service, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Southern Mail Service, Inc. Retirement Plan, Total assets ($B): 0.010027448 · Participants: 728Southern Mail Service, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Southern Mail Service, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Southern Mail Service, Inc. Retirement Plan side-by-side with 3 peers →

Southern Mail Service, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Jernigan-Kinsella & Co Employees Profit Sharing Plan in IL ($10M); by covered participants it is Panda Puerto Rico Retirement Plan Rico Retirement Plan in CA (726 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (728 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 Mail Service, Inc. Retirement Plan assets move in 2022? ▼
Southern Mail Service, Inc. Retirement Plan declined sharply - down 18.5% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Southern Mail Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Mail Service, Inc.'s sponsor-wide assets grew 12.4%, from $10M to $11M.
Which Profit Sharing plans are similar in size to Southern Mail Service, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jernigan-Kinsella & Co Employees Profit Sharing Plan in IL ($10M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Southern Mail Service, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Panda Puerto Rico Retirement Plan Rico Retirement Plan in CA (726 participants, $655K 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 751482649.

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.