401(k) · DOL Form 5500 · 2022

Southern Management Companies LLC 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
1,850
Participants Near avg headcount
91st
Percentile by assets National rank
$39,671
Avg per participant Low balance/head
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Official DOL plan name: Southern Management Companies LLC 401(k) Savings Plan · Sponsored by Southern Management Companies LLC · Virginia · Real Estate

$73M in assets, 1,850 participants

Southern Management Companies LLC's Southern Management Companies LLC 401(k) Savings Plan reported $73M in total assets and 1,850 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,923 in Real Estate (5,057 peers)

Coverage in Virginia

Southern Management Companies LLC 401(k) Savings Plan covers 1,850 participants in Virginia, 2.4x the typical Virginia plan (state average ~782 per filing). Assets: $73M.

#4,923
in Real Estate (5,057 peers)
-17.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Management Companies LLC 401(k) Savings Plan's outsized position by total assets

Southern Management Companies LLC 401(k) Savings Plan vs every filed plan by assets

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

$73,391,132 Top 9% higher than 91% 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 Companies LLC 401(k) Savings 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 Companies LLC 401(k) Savings Plan lands in the large band (1,850 participants).

Published 5500 schedule card

Filing strip 521223227 · Southern Management Companies LLC PY 2022 · 401(k)

Southern Management Companies LLC 401(k) Savings Plan · $73M · 1,850 · 91st

  • PHOTO $73M
  • IND 1,850
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Sg360 Savings Plan
  • PCT ind #4923

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 Real Estate retirement plans → · Plans in Virginia →

Southern Management Companies LLC 401(k) Savings Plan in the asset neighbourhood

Southern Management Companies LLC 401(k) Savings PlanSouthern Management Companie…$73MSg360 Savings Plan$73MLearning Care Group Retirement Savings PlanLearning Care Group Retireme…$73MCrossway 401(k) Plan$73MMissouri Employers Mutual Insurance Company 401(k) PlanMissouri Employers Mutual In…$73M
End-of-year total assets ($M) among Southern Management Companies LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$73M
Net Income-$16M
Employer EIN521223227
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Management Companies LLC)

Sponsor-wide plan assets over time

All Southern Management Companies LLC plans reported in each filing year

Latest sponsor-wide plan assets
$92M 24.887163479097175% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.4M $91.7M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 1,850 $73M
2023 1 1,937 $84M
2024 1 2,051 $92M

Nearby 401(k) Plans in Virginia

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

Southern Management Companies LLC 401(k) Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -10010203040 Total assets ($B) Participants Southern Management Companies LLC 401(k) Savings Plan, Total assets ($B): 0.073391132 · Participants: 1850Southern Management Companies LLC 401(k) Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Southern Management Companies LLC 401(k) Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Southern Management Companies LLC 401(k) Savings Plan side-by-side with 3 peers →

Southern Management Companies LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Sg360 Savings Plan in IL ($73M); by covered participants it is Hutchinson Corporation 401(k) Plan & Trust in MI (1,850 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,850 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 Companies LLC 401(k) Savings Plan assets move in 2022? ▼
Southern Management Companies LLC 401(k) Savings Plan declined sharply - down 17.7% during 2022, from $89M to $73M. Reported net income was -$16M.
How have Southern Management Companies LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Management Companies LLC's sponsor-wide assets grew 24.9%, from $73M to $92M.
Where does Southern Management Companies LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Southern Management Companies LLC 401(k) Savings Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Southern Management Companies LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sg360 Savings Plan in IL ($73M, 801 participants).
Which 401(k) plans cover a similar participant headcount to Southern Management Companies LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hutchinson Corporation 401(k) Plan & Trust in MI (1,850 participants, $163M 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 521223227.

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.