401(k) · DOL Form 5500 · 2022

Southern Management Corporation 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
1,170
Participants Near avg headcount
81st
Percentile by assets National rank
$21,887
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Southern Management Corporation 401(k) Retirement Plan · Sponsored by Southern Management Corporation · South Carolina · Finance & Insurance

$26M in assets, 1,170 participants

Southern Management Corporation's Southern Management Corporation 401(k) Retirement Plan reported $26M in total assets and 1,170 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,399 in Finance & Insurance (9,261 peers)

Coverage in South Carolina

Southern Management Corporation 401(k) Retirement Plan covers 1,170 participants in South Carolina, 3.2x the typical South Carolina plan (state average ~369 per filing). Assets: $26M.

#6,399
in Finance & Insurance (9,261 peers)
-23.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Management Corporation 401(k) Retirement Plan's outsized position by total assets

Southern Management Corporation 401(k) Retirement Plan vs every filed plan by assets

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

$25,607,416 Top 19% higher than 81% 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 Management Corporation 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Management Corporation 401(k) Retirement Plan lands in the large band (1,170 participants).

Plan-year Form 5500 strip

Filing strip 371297535 · Southern Management Corporation PY 2022 · 401(k)

Southern Management Corporation 401(k) Retirement Plan · $26M · 1,170 · 81st

  • TYPE $26M
  • NET 1,170
  • BOOK 81st
  • VS-ST 401(k)
  • BOY near Premier Packaging, LLC 401(k) Plan
  • SCH ind #6399

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 Finance & Insurance retirement plans → · Plans in South Carolina →

Southern Management Corporation 401(k) Retirement Plan in the asset neighbourhood

Southern Management Corporation 401(k) Retirement PlanSouthern Management Corporat…$26MPremier Packaging, LLC 401(k) PlanPremier Packaging, LLC 401(k…$26MY-12 Federal Credit Union 401(k) Plan and TrustY-12 Federal Credit Union 40…$26MErland Construction, Inc. 401(k) PlanErland Construction, Inc. 40…$26MTreanorhl, Inc. 401(k) Profit Sharing PlanTreanorhl, Inc. 401(k) Profi…$26M
End-of-year total assets ($M) among Southern Management Corporation 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$26M
Net Income-$8M
Employer EIN371297535
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Southern Management Corporation 401(k) Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Southern Management Corporation 401(k) Retirement Plan, Total assets ($B): 0.025607416 · Participants: 1170Southern Management Corporation 401(k) Retirement 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 Management Corporation 401(k) Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Southern Management Corporation 401(k) Retirement Plan side-by-side with 3 peers →

Southern Management Corporation 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Premier Packaging, LLC 401(k) Plan in KY ($26M); by covered participants it is Starboard Group 401(k) Plan in FL (1,170 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,170 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 Management Corporation 401(k) Retirement Plan assets move in 2022? ▼
Southern Management Corporation 401(k) Retirement Plan declined sharply - down 23.4% during 2022, from $33M to $26M. Reported net income was -$8M.
Where does Southern Management Corporation 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Southern Management Corporation 401(k) Retirement Plan ranks in the 81st 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 Southern Management Corporation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Premier Packaging, LLC 401(k) Plan in KY ($26M, 916 participants).
Which 401(k) plans cover a similar participant headcount to Southern Management Corporation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Starboard Group 401(k) Plan in FL (1,170 participants, $4M 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 371297535.

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.