Defined Benefit (Pension) · DOL Form 5500 · 2022

Southco, Inc. Pension Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
225
Participants Below avg headcount
95th
Percentile by assets National rank
$661,587
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Southco, Inc. · Sponsored by Southco, Inc. · Pennsylvania · Manufacturing

$149M in assets, 225 participants

Southco, Inc.'s Pension Plan for Employees of Southco, Inc. reported $149M in total assets and 225 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #18,862 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Pension Plan for Employees of Southco, Inc. covers 225 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $149M.

#18,862
in Manufacturing (20,602 peers)
-25.9%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Employees of Southco, Inc.'s outsized position by total assets

Pension Plan for Employees of Southco, Inc. vs every filed plan by assets

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

$148,857,144 Top 5% higher than 95% 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

Pension Plan for Employees of Southco, Inc. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Southco, Inc. sits mid-pack in the medium band (225 participants).

Plan-year Form 5500 strip

Filing strip 231287596 · Southco, Inc. PY 2022 · Defined Benefit (Pension)

Pension Plan for Employees of Southco, Inc. · $149M · 225 · 95th

  • IND $149M
  • EOY 225
  • 5500 95th
  • ASSETS Defined Benefit (Pension)
  • PCT near Roundys Supermarkets, Inc. Retirement Plan
  • EIN ind #18862

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Pension Plan for Employees of Southco, Inc. in the asset neighbourhood

Minerals Technologies Inc. Retirement PlanMinerals Technologies Inc. R…$149MPension Plan for Employees of Southco, Inc.Pension Plan for Employees o…$149MRoundys Supermarkets, Inc. Retirement PlanRoundys Supermarkets, Inc. R…$149MTidalhealth Pension Plan$149MAcushnet Company Pension Plan$149M
End-of-year total assets ($M) among Pension Plan for Employees of Southco, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$201M
Net Assets (End of Year)$149M
Net Income-$52M
Employer EIN231287596
Plan Effective Date1958-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Southco, Inc.)

Sponsor-wide plan assets over time

All Southco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$234M 5.608863350767995% vs 2022
2024 filing year
$230M$240M$250M$260M 202220232024 $248M $234M ▼ -5.6%
Year Plans Participants Total Assets
2022 2 781 $248M
2023 2 776 $254M
2024 2 762 $234M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees of Southco, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pension Plan for Employees of Southco, Inc., Total assets ($B): 0.148857144 · Participants: 225Pension Plan for Employees of Southco, Inc.National Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Pension Plan for Employees of Southco, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Pension Plan for Employees of Southco, Inc. side-by-side with 3 peers →

Pension Plan for Employees of Southco, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Roundys Supermarkets, Inc. Retirement Plan in WI ($149M); by covered participants it is Major League Baseball Pension Plan for Non-Uniformed Personnel in OH (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($149M here).

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Pension Plan for Employees of Southco, Inc. assets move in 2022? ▼
Pension Plan for Employees of Southco, Inc. declined sharply - down 25.9% during 2022, from $201M to $149M. Reported net income was -$52M.
How have Southco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southco, Inc.'s sponsor-wide assets declined 5.6%, from $248M to $234M.
Where does Pension Plan for Employees of Southco, Inc. rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Southco, Inc. ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Southco, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roundys Supermarkets, Inc. Retirement Plan in WI ($149M, 617 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Southco, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Major League Baseball Pension Plan for Non-Uniformed Personnel in OH (225 participants, $56M 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 231287596.

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.