401(k) · DOL Form 5500 · 2022

Southern Shade Tree Co. Inc. 401(k) Plan

Data updated 2026-08-25

$296K
Total assets Small plan by assets
164
Participants Small participant base
14th
Percentile by assets National rank
$1,806
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Southern Shade Tree 401(k) Plan · Sponsored by Southern Shade Tree Co. Inc. · South Carolina · Agriculture, Forestry & Fishing

$296K in assets, 164 participants

Southern Shade Tree Co. Inc.'s Southern Shade Tree 401(k) Plan reported $296K in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #168 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in South Carolina

Southern Shade Tree 401(k) Plan covers 164 participants in South Carolina, about 44% of the average South Carolina filer (state average ~369 per filing). Assets: $296K.

#168
in Agriculture, Forestry & Fishing (1,523 peers)
+334.0%
assets growth YoY

Southern Shade Tree 401(k) Plan among the smaller filed plans by assets

Southern Shade Tree 401(k) Plan vs every filed plan by assets

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

$296,166 14th percentile higher than 14% 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 Shade Tree 401(k) 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 Shade Tree 401(k) Plan sits mid-pack in the medium band (164 participants).

DOL schedule card

Filing strip 571092317 · Southern Shade Tree Co. Inc. PY 2022 · 401(k)

Southern Shade Tree 401(k) Plan · $296K · 164 · 14th

  • RANK $296K
  • RANK 164
  • RANK 14th
  • RANK 401(k)
  • RANK near Dlg Naturals, Inc. 401(k) Plan
  • RANK ind #168

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 Agriculture, Forestry & Fishing retirement plans → · Plans in South Carolina →

Southern Shade Tree 401(k) Plan in the asset neighbourhood

Southern Shade Tree 401(k) PlanSouthern Shade Tree 401(k) P…$296KDlg Naturals, Inc. 401(k) PlanDlg Naturals, Inc. 401(k) Pl…$296KJrmk, Inc. 401(k) Profit Sharing PlanJrmk, Inc. 401(k) Profit Sha…$296KNorba Enterprises Retirement PlanNorba Enterprises Retirement…$296KMotive Products Retirement PlanMotive Products Retirement P…$296K
End-of-year total assets ($M) among Southern Shade Tree 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$68K
Net Assets (End of Year)$296K
Net Income$228K
Employer EIN571092317
Plan Effective Date2021-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Southern Shade Tree 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Southern Shade Tree 401(k) Plan, Total assets ($B): 0.000296166 · Participants: 164Southern Shade Tree 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Southern Shade Tree 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Southern Shade Tree 401(k) Plan side-by-side with 3 peers →

Southern Shade Tree 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Dlg Naturals, Inc. 401(k) Plan in WI ($296K); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($296K here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Shade Tree 401(k) Plan assets move in 2022? ▼
Southern Shade Tree 401(k) Plan surged - up 334.0% during 2022, from $68K to $296K. Reported net income was $228K.
Where does Southern Shade Tree 401(k) Plan rank by assets among Form 5500 filers? ▼
Southern Shade Tree 401(k) Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Southern Shade Tree 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dlg Naturals, Inc. 401(k) Plan in WI ($296K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Southern Shade Tree 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 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 571092317.

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.