Money Purchase · DOL Form 5500 · 2022
The Southern Group Inc. Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 5
- Participants
- 42nd
- Percentile by assets
- $665,065
- Avg per participant
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.
- 42nd percentile by assets (of 139,126 plans)
- #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.
- $3M
- total plan assets (2022 EOY)
- 5
- covered participants
- 42nd
- percentile by assets (of 139,126 plans)
- $665,065
- avg assets per participant
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. across 3 plan years on file
Across the 3 plan years The Southern Group Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $7M, a gain of 50.2%, while reported participants moved from 9 to 11 (+22.2%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($5M).
The Southern Group Inc. multi-year asset trail
| 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 Southern Group Inc. Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in Ohio, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Southern Group Inc. Money Purchase Pension Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on The Southern Group Inc. Money Purchase Pension Plan and Trust's numbers.
- By total assets, The Southern Group Inc. Money Purchase Pension Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- The Southern Group Inc.'s sponsor-wide assets have grown 50.2% since 2022 across 3 plan years on file. More Construction plans