401(k) · DOL Form 5500 · 2022
Southern Innovations, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $81,340
- Avg per participant Below avg balance/head
Official DOL plan name: Southern Innovations, LLC 401(k) Profit Sharing Plan · Sponsored by Southern Innovations, LLC · Texas · Healthcare & Social Assistance
$12M in assets, 148 participants
Southern Innovations, LLC's Southern Innovations, LLC 401(k) Profit Sharing Plan reported $12M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,777 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
Southern Innovations, LLC 401(k) Profit Sharing Plan covers 148 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $12M.
- #14,777
- in Healthcare & Social Assistance (20,060 peers)
- -15.8%
- 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 Innovations, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Southern Innovations, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,038,270 Top 31% higher than 69% 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 Innovations, LLC 401(k) Profit Sharing 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 Innovations, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (148 participants).
Published 5500 schedule card
Filing strip 061653969 · Southern Innovations, LLC PY 2022 · 401(k)
Southern Innovations, LLC 401(k) Profit Sharing Plan · $12M · 148 · 69th
- RANK $12M
- PHOTO 148
- IND 69th
- EOY 401(k)
- 5500 near Pearlman Group 401(k) Plan
- ASSETS ind #14777
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Southern Innovations, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 061653969 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Innovations, LLC)
Sponsor-wide plan assets over time
All Southern Innovations, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 75.48470835095075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $12M |
| 2023 | 1 | 175 | $16M |
| 2024 | 1 | 191 | $21M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Southern Innovations, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Pearlman Group 401(k) Plan in GA ($12M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Pearlman Group 401(k) Plan (GA) $12M · 232
- Goodwill Industries of Central Arizona Retirement Plan (AZ) $12M · 3,812
- Pacifica Services, Inc. 401(k) Plan & Trust (CA) $12M · 45
- Hwc Engineering Savings and Retirement Plan (IN) $12M · 157
Similar participant headcount
Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.
- Variq Corporation 401(k) Plan (MD) 148 · 0 off
- Electric Last Mile Solutions 401(k) Plan (DE) 148 · 0 off
- Lane Forest Products 401(k) Retirement Benefit Plan (OR) 148 · 0 off
- Varitec Solutions LLC Employee Savings Plan (AZ) 148 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.