Profit Sharing · DOL Form 5500 · 2022

Southern Mail Service, Inc. Profit Sharing Plan

Data updated 2026-08-11

$10M
Total assets
728
Participants
65th
Percentile by assets
$13,774
Avg per participant
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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.

  • 65th percentile by assets (of 139,126 plans)
  • #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.

$10M
total plan assets (2022 EOY)
728
covered participants
65th
percentile by assets (of 139,126 plans)
$13,774
avg assets per participant

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.

Where Southern Mail Service, Inc. Retirement Plan sits by total assets

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 $2,010,000,000 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. across 3 plan years on file

Across the 3 plan years Southern Mail Service, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $11M, a gain of 12.4%, while reported participants moved from 728 to 794 (+9.1%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($10M).

Southern Mail Service, Inc. multi-year asset trail

$9.5M$10M$10.5M$11M$11.5M 202220232024 $10M $11.3M ▲ +12.4%
Total plan assets by year, all Southern Mail Service, Inc. plans on file
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

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 Servic…Southwest Airlines C…Baylor College of Me…H-E-B Partner Stock …The Defined Contribu…Maritime Association…
Southern Mail Service, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Southern Mail Service, Inc. Retirement Plan by total assets, not by location.

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).

Next read for Southern Mail Service, Inc. Retirement P…

Multi-year trail

Ways to act on Southern Mail Service, Inc. Retirement Plan's numbers.