Money Purchase · DOL Form 5500 · 2022
Southern States Savings & Retirement Plan Trust Money Purchase Plan
Data updated 2026-08-25
- $160M
- Total assets Near avg plan size
- 13,122
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $12,224
- Avg per participant Low balance/head
Official DOL plan name: Southern States Savings & Retirement Plan Trust · Sponsored by Southern States Savings & Retirement Plan Trust · Florida · Transportation & Warehousing
$160M in assets, 13,122 participants
Southern States Savings & Retirement Plan Trust's Southern States Savings & Retirement Plan Trust reported $160M in total assets and 13,122 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.
- #3,632 in Transportation & Warehousing (3,876 peers)
Coverage in Florida
Southern States Savings & Retirement Plan Trust covers 13,122 participants in Florida, 21x the typical Florida plan (state average ~628 per filing). Assets: $160M.
- #3,632
- in Transportation & Warehousing (3,876 peers)
- -13.6%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern States Savings & Retirement Plan Trust's outsized position by total assets
Southern States Savings & Retirement Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$160,403,888 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Southern States Savings & Retirement Plan Trust's mega-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 States Savings & Retirement Plan Trust is a mega filing (13,122 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 591785571 · Southern States Savings & Retirement Plan Trust PY 2022 · Money Purchase
Southern States Savings & Retirement Plan Trust · $160M · 13,122 · 95th
- EOY $160M
- EOY 13,122
- EOY 95th
- EOY Money Purchase
- EOY near Tile Industry Retirement Savings Trust Fund
- EOY ind #3632
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 Transportation & Warehousing retirement plans → · Plans in Florida →
Southern States Savings & Retirement Plan Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $186M |
|---|---|
| Net Assets (End of Year) | $160M |
| Net Income | -$25M |
| Employer EIN | 591785571 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern States Savings & Retirement Plan Trust)
Sponsor-wide plan assets over time
All Southern States Savings & Retirement Plan Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $193M 20.252870678546145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13,122 | $160M |
| 2023 | 1 | 13,258 | $178M |
| 2024 | 1 | 13,122 | $193M |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Elliott Money Purchase Pension Plan $338M · 392
- NECA-IBEW 177 Pension Fund $115M · 1,358
- Lifelink Foundation, Inc. Retirement Plan $87M · 443
- I.B.E.W. Local Union No. 728 Annuity Fund $78M · 1,699
- Electricians Local Union No. 606 Pension-Annuity Fund $67M · 678
Scale composition for Southern States Savings & Retirement Plan Trust
Southern States Savings & Retirement Plan Trust reports $160M in end-of-year assets across 13,122 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $12,224 per participant (9% of the national average assets-per-participant) . Net income for plan year 2022 was -$25M.
This plan identity (EIN 591785571, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $160M to $193M (+20.3%) while covered participants moved from 13,122 to 13,122 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,122 | $160M | This page |
| 2023 | 13,258 | $178M | Open filing |
| 2024 · index core | 13,122 | $193M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Southern States Savings & Retirement Plan Trust (Money Purchase, $193M, 13,122 participants)
Southern States Savings & Retirement Plan Trust's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Tile Industry Retirement Savings Trust Fund in CA ($161M); by covered participants it is Harvard University Defined Contribution Retirement Plan in MA (12,417 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160M here).
- Tile Industry Retirement Savings Trust Fund (CA) $161M · 2,101
- Midwest Pipe Trades Retirement Plan (TN) $159M · 1,481
- Sheet Metal Workers Local 219 Retirement Savings Fund (IL) $158M · 839
- Tecolote Research, Inc. Money Purchase Pension Plan (CA) $157M · 591
Similar participant headcount
Nearest other-state filings by covered participants (13,122 participants); asset peers above are excluded.
- Harvard University Defined Contribution Retirement Plan (MA) 12,417 · 705 off
- The Mitre Corporation Qualified Retirement Plan (MA) 12,021 · 1,101 off
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (NY) 11,845 · 1,277 off
- Tiaa Retirement Plan (NY) 11,825 · 1,297 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.