Defined Benefit (Pension) · DOL Form 5500 · 2022
Southern Company Services, Inc. Pension Plan
Data updated 2026-08-25
- $14.8B
- Total assets Mega-plan scale
- 25,663
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $577,566
- Avg per participant High balance/head
Official DOL plan name: The Southern Company Pension Plan · Sponsored by Southern Company Services, Inc. · Georgia · Utilities
$14.8B in assets, 25,663 participants
Southern Company Services, Inc.'s The Southern Company Pension Plan reported $14.8B in total assets and 25,663 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #736 in Utilities (738 peers)
Coverage in Georgia
The Southern Company Pension Plan covers 25,663 participants in Georgia, 23x the typical Georgia plan (state average ~1,096 per filing). Assets: $14.8B.
- #736
- in Utilities (738 peers)
- -17.8%
- assets change YoY
- 149×
- vs typical plan assets (national mean)
The plan reported a net loss of $3.2B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Southern Company Pension Plan's outsized position by total assets
The Southern Company Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,822,086,516 Highest reported value at or above every one 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
The Southern Company Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Southern Company Pension Plan is a mega filing (25,663 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 630274273 · Southern Company Services, Inc. PY 2022 · Defined Benefit (Pension)
The Southern Company Pension Plan · $14.8B · 25,663 · 100th
- EIN $14.8B
- EIN 25,663
- EIN 100th
- EIN Defined Benefit (Pension)
- EIN near JPMorgan Chase Retirement Plan
- EIN ind #736
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 Utilities retirement plans → · Plans in Georgia →
The Southern Company Pension Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $18.0B |
|---|---|
| Net Assets (End of Year) | $14.6B |
| Net Income | -$3.2B |
| Employer EIN | 630274273 |
| Plan Effective Date | 1949-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Company Services, Inc.)
Sponsor-wide plan assets over time
All Southern Company Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24.6B 8.983727652128922% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 52,724 | $22.6B |
| 2023 | 2 | 52,790 | $24.0B |
| 2024 | 2 | 53,645 | $24.6B |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- UPS Retirement Plan $22.0B · 52,821
- UPS/Ibt Full-Time Employee Pension Plan $11.9B · 68,592
- UPS Pension Plan $9.6B · 151,682
- Delta Retirement Plan $7.4B · 15,951
- Cox Enterprises, Inc. Pension Plan $7.1B · 26,075
Scale composition for The Southern Company Pension Plan
The Southern Company Pension Plan reports $14.8B in end-of-year assets across 25,663 participants (0.12% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.027% of 93,925,755 covered participants) - about $577,566 per participant (4.2x the national average assets-per-participant) . Net income for plan year 2022 was -$3.2B.
This plan identity (EIN 630274273, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $14.8B to $15.3B (+3.4%) while covered participants moved from 25,663 to 25,843 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 25,663 | $14.8B | This page |
| 2023 | 25,241 | $15.6B | Open filing |
| 2024 · index core | 25,843 | $15.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Southern Company Pension Plan (Defined Benefit (Pension), $15.3B, 25,843 participants)
- The Southern Company Employee Savings Plan (401(k), $9.3B, 27,802 participants)
The Southern Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is JPMorgan Chase Retirement Plan in NJ ($14.8B); by covered participants it is Disney Associated Companies' Retirement Plan in CA (25,666 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14.8B here).
- JPMorgan Chase Retirement Plan (NJ) $14.8B · 102,340
- Shell Pension Plan (TX) $14.6B · 12,912
- Nokia Retirement Income Plan (NJ) $14.5B · 7,413
- 3M Employee Retirement Income Plan (MN) $14.0B · 12,160
Similar participant headcount
Nearest other-state filings by covered participants (25,663 participants); asset peers above are excluded.
- Disney Associated Companies' Retirement Plan (CA) 25,666 · 3 off
- Desert States Employers & Ufcw Unions Pension Plan (AZ) 25,673 · 10 off
- Pacific Gas and Electric Company Retirement Plan (CA) 25,709 · 46 off
- Verizon Pension Plan for Associates (NJ) 25,746 · 83 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.