401(k) · DOL Form 5500 · 2022

Southern Management Companies LLC 401(k) Plan

Data updated 2026-08-11

$73M
Total assets
1,850
Participants
91st
Percentile by assets
$39,671
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$73M
total plan assets (2022 EOY)
1,850
covered participants
91st
percentile by assets (of 139,126 plans)
$39,671
avg assets per participant

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.

Where Southern Management Companies LLC 401(k) Savings Plan sits 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 $2,010,000,000 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

State
Virginia
Industry
Real Estate

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Southern Management Companies LLC 401(k) Savings Plan reports 1,850 participants - 2.4x that state average ($73M EOY assets).

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)

$70M$80M$90M$100M 202220232024 $73.4M $91.7M ▲ +24.9%
Total plan assets by year, all Southern Management Companies LLC plans on file
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 ($B) Participants Southern Management …, Total assets ($B): 0.073391132 · Participants: 1850Southern Management …Northrop Grumman Sav…, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Sav…401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Cor…, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Cor…Leidos, Inc. Retirem…, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirem…Bae Systems Employee…, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employee…
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)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Southern Management Companies LLC 401(k) Savings Plan by total assets, not by location.

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).

Next read for Southern Management Companies LLC 401(k)…

Filing takeaways

Ways to act on Southern Management Companies LLC 401(k) Savings Plan's numbers.

  • By total assets, Southern Management Companies LLC 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
  • Southern Management Companies LLC's sponsor-wide assets have grown 24.9% since 2022 across 3 plan years on file. More Real Estate plans

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.