Profit Sharing · DOL Form 5500 · 2022

The Southern Group Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
29th
Percentile by assets National rank
$367,486
Avg per participant High balance/head
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Official DOL plan name: The Southern Group Inc. Profit Sharing Plan · Sponsored by The Southern Group Inc. · Ohio · Construction

$1M in assets, 4 participants

The Southern Group Inc.'s The Southern Group Inc. Profit Sharing Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,658 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. Profit Sharing Plan at $1M / 4 participants.

#2,658
in Construction (9,927 peers)
-24.3%
assets change YoY

The plan reported a net loss of $473K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Southern Group Inc. Profit Sharing Plan among the smaller filed plans by assets

The Southern Group Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,469,945 29th percentile higher than 29% 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

The Southern Group Inc. Profit Sharing Plan 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. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 311204334 · The Southern Group Inc. PY 2022 · Profit Sharing

The Southern Group Inc. Profit Sharing Plan · $1M · 4 · 29th

  • EIN $1M
  • EIN 4
  • EIN 29th
  • EIN Profit Sharing
  • EIN near Javier J Arce Md Psc Profit-Sharing Plan
  • EIN ind #2658

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. Profit Sharing Plan in the asset neighbourhood

The Southern Group Inc. Profit Sharing PlanThe Southern Group Inc. Prof…$1MJavier J Arce Md Psc Profit-Sharing PlanJavier J Arce Md Psc Profit-…$1MJohn Oldham Studios, Inc. Profit Sharing Plan & TrustJohn Oldham Studios, Inc. Pr…$1MClaremont Distilled Spirits Inc. Profit Sharing PlanClaremont Distilled Spirits …$1MHerlehy Inc. Profit Sharing PlanHerlehy Inc. Profit Sharing …$1M
End-of-year total assets ($M) among The Southern Group Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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
$4M$5M$6M$7M$8M 202220232024 $4.8M $7.2M ▲ +50.0%
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)$2M
Net Assets (End of Year)$1M
Net Income-$473K
Employer EIN311204334
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Southern Group Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants The Southern Group Inc. Profit Sharing Plan, Total assets ($B): 0.001469945 · Participants: 4The Southern Group Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
The Southern Group Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare The Southern Group Inc. Profit Sharing Plan side-by-side with 3 peers →

The Southern Group Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Javier J Arce Md Psc Profit-Sharing Plan in KY ($1M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 The Southern Group Inc. Profit Sharing Plan assets move in 2022? ▼
The Southern Group Inc. Profit Sharing Plan declined sharply - down 24.3% during 2022, from $2M to $1M. Reported net income was -$473K.
How have The Southern Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Southern Group Inc.'s sponsor-wide assets grew 50.2%, from $5M to $7M.
Which Profit Sharing plans are similar in size to The Southern Group Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Javier J Arce Md Psc Profit-Sharing Plan in KY ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to The Southern Group Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 311204334.

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.