Money Purchase · DOL Form 5500 · 2022
The Southern Group Inc. Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $665,065
- Avg per participant High balance/head
Official DOL plan name: The Southern Group Inc. Money Purchase Pension Plan and Trust · Sponsored by The Southern Group Inc. · Ohio · Construction
$3M in assets, 5 participants
The Southern Group Inc.'s The Southern Group Inc. Money Purchase Pension Plan and Trust reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #4,036 in Construction (9,927 peers)
The Southern Group Inc. multi-year trail
The Southern Group Inc.'s plans moved +50.2% in assets from 2022 to 2024; this filing shows The Southern Group Inc. Money Purchase Pension Plan and Trust at $3M / 5 participants.
- #4,036
- in Construction (9,927 peers)
- -18.4%
- assets change YoY
The plan reported a net loss of $749K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Southern Group Inc. Money Purchase Pension Plan and Trust's mid-pack asset rank among Construction and all filers
The Southern Group Inc. Money Purchase Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,325,323 42nd percentile higher than 42% 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 Group Inc. Money Purchase Pension Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Southern Group Inc. Money Purchase Pension Plan and Trust is a micro filing (5 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 311204334 · The Southern Group Inc. PY 2022 · Money Purchase
The Southern Group Inc. Money Purchase Pension Plan and Trust · $3M · 5 · 42nd
- TYPE $3M
- TYPE 5
- TYPE 42nd
- TYPE Money Purchase
- TYPE near Spanish Springs Construction Inc Davis-Bacon Pension Plan & Trust
- TYPE ind #4036
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 Construction retirement plans → · Plans in Ohio →
The Southern Group Inc. Money Purchase Pension Plan and Trust in the asset neighbourhood
The Southern Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Southern Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 50.24130038195989% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 9 | $5M |
| 2023 | 2 | 12 | $6M |
| 2024 | 2 | 11 | $7M |
The Southern Group Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$749K |
| Employer EIN | 311204334 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
The Southern Group Inc. Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Spanish Springs Construction Inc Davis-Bacon Pension Plan & Trust in NV ($3M); by covered participants it is Unit Design Inc. Mp in LA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.