401(k) · DOL Form 5500 · 2022

South Atlantic, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
275
Participants Below avg headcount
76th
Percentile by assets National rank
$65,750
Avg per participant Below avg balance/head
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Official DOL plan name: South Atlantic, LLC 401(k) Retirement Plan · Sponsored by South Atlantic, LLC · North Carolina · Manufacturing

$18M in assets, 275 participants

South Atlantic, LLC's South Atlantic, LLC 401(k) Retirement Plan reported $18M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,626 in Manufacturing (20,602 peers)

Coverage in North Carolina

South Atlantic, LLC 401(k) Retirement Plan covers 275 participants in North Carolina, about 34% of the average North Carolina filer (state average ~819 per filing). Assets: $18M.

#13,626
in Manufacturing (20,602 peers)
-4.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $810K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

South Atlantic, LLC 401(k) Retirement Plan's outsized position by total assets

South Atlantic, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$18,081,124 Top 24% higher than 76% 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

South Atlantic, LLC 401(k) 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. South Atlantic, LLC 401(k) Retirement Plan sits mid-pack in the medium band (275 participants).

Published 5500 schedule card

Filing strip 561996898 · South Atlantic, LLC PY 2022 · 401(k)

South Atlantic, LLC 401(k) Retirement Plan · $18M · 275 · 76th

  • 5500 $18M
  • ASSETS 275
  • PCT 76th
  • EIN 401(k)
  • RANK near Smail Company, Inc. 401(k) Plan
  • PHOTO ind #13626

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 North Carolina →

South Atlantic, LLC 401(k) Retirement Plan in the asset neighbourhood

South Atlantic, LLC 401(k) Retirement PlanSouth Atlantic, LLC 401(k) R…$18MSmail Company, Inc. 401(k) PlanSmail Company, Inc. 401(k) P…$18MHausfeld LLP 401(k) Plan$18MKreber Graphics, Inc. 401(k) PlanKreber Graphics, Inc. 401(k)…$18MIris USA, Inc. Comprehensive Retirement Savings PlanIris USA, Inc. Comprehensive…$18M
End-of-year total assets ($M) among South Atlantic, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$810K
Employer EIN561996898
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Atlantic, LLC)

Sponsor-wide plan assets over time

All South Atlantic, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 37.32225385988172% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.1M $24.8M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 275 $18M
2023 1 286 $22M
2024 1 302 $25M

Nearby 401(k) Plans in North Carolina

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

South Atlantic, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants South Atlantic, LLC 401(k) Retirement Plan, Total assets ($B): 0.018081124 · Participants: 275South Atlantic, LLC 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
South Atlantic, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare South Atlantic, LLC 401(k) Retirement Plan side-by-side with 3 peers →

South Atlantic, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Smail Company, Inc. 401(k) Plan in PA ($18M); by covered participants it is Tweddle Group Inc. 401(k) Plan in MI (275 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (275 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 South Atlantic, LLC 401(k) Retirement Plan assets move in 2022? ▼
South Atlantic, LLC 401(k) Retirement Plan edged down modestly - down 4.3% during 2022, from $19M to $18M. Reported net income was -$810K.
How have South Atlantic, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Atlantic, LLC's sponsor-wide assets grew 37.3%, from $18M to $25M.
Where does South Atlantic, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
South Atlantic, LLC 401(k) Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to South Atlantic, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smail Company, Inc. 401(k) Plan in PA ($18M, 336 participants).
Which 401(k) plans cover a similar participant headcount to South Atlantic, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tweddle Group Inc. 401(k) Plan in MI (275 participants, N/A 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 561996898.

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.