401(k) · DOL Form 5500 · 2022
Southern Crown Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 572
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $37,727
- Avg per participant Low balance/head
Official DOL plan name: Southern Crown Partners, LLC Retirement Plan · Sponsored by Southern Crown Partners, LLC · Georgia · Wholesale Trade
$22M in assets, 572 participants
Southern Crown Partners, LLC's Southern Crown Partners, LLC Retirement Plan reported $22M in total assets and 572 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #5,250 in Wholesale Trade (6,843 peers)
Where Southern Crown Partners, LLC Retirement Plan sits by assets
Southern Crown Partners, LLC Retirement Plan sits in the top quartile of all filed plans by assets, $22M for 572 participants (~$37,727/participant), down 11.2% in 2022.
- #5,250
- in Wholesale Trade (6,843 peers)
- -11.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Crown Partners, LLC Retirement Plan's outsized position by total assets
Southern Crown Partners, LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,580,051 Top 22% higher than 78% 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 Crown Partners, LLC 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 Crown Partners, LLC Retirement Plan sits mid-pack in the medium band (572 participants).
EBSA filing schedule strip
Filing strip 260397238 · Southern Crown Partners, LLC PY 2022 · 401(k)
Southern Crown Partners, LLC Retirement Plan · $22M · 572 · 78th
- ASSETS $22M
- PCT 572
- EIN 78th
- RANK 401(k)
- PHOTO near Ventra Ionia Union #436 401(k) Plan
- IND ind #5250
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 Wholesale Trade retirement plans → · Plans in Georgia →
Southern Crown Partners, LLC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$3M |
| Employer EIN | 260397238 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Crown Partners, LLC)
Sponsor-wide plan assets over time
All Southern Crown Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 55.879965251240606% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 572 | $22M |
| 2023 | 1 | 728 | $29M |
| 2024 | 1 | 728 | $34M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Southern Crown Partners, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Ventra Ionia Union #436 401(k) Plan in IL ($22M); by covered participants it is Ebenezer Society 401(k) Profit-Sharing Plan in MN (572 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Ventra Ionia Union #436 401(k) Plan (IL) $22M · 1,015
- Quest Media and Supplies 401(k) Retirement Savings Plan (CA) $22M · 162
- Harvey Tool Company, LLC 401(k) Retirement Plan (MA) $22M · 360
- Wfbm, LLP 401(k) Plan (CA) $22M · 98
Similar participant headcount
Nearest other-state filings by covered participants (572 participants); asset peers above are excluded.
- Ebenezer Society 401(k) Profit-Sharing Plan (MN) 572 · 0 off
- Rbd California Restaurants Limited 401(k) and Profit Sharin (CA) 572 · 0 off
- Dove Healthcare of Eau Claire 401(k) Savings Plan (WI) 572 · 0 off
- Bastion Technologies 401(k) Plan (TX) 572 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.