Money Purchase · DOL Form 5500 · 2022
Southern States Savings & Retirement Plan Trust Money Purchase Plan
Data updated 2026-08-06
- $160M
- Total assets
- 13,122
- Participants
- 95th
- Percentile by assets
- $12,224
- Avg per participant
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.
- 95th percentile by assets (of 139,258 plans)
- #3,640 in Transportation & Warehousing (3,884 peers)
Coverage in Florida
Southern States Savings & Retirement Plan Trust covers 13,122 participants in Florida, 21x the typical Florida plan (state average ~631 per filing). Assets: $160M.
- $160M
- total plan assets (2022 EOY)
- 13,122
- covered participants
- 95th
- percentile by assets (of 139,258 plans)
- $12,224
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. Southern States Savings & Retirement Plan Trust reports 13,122 participants - 21x that state average ($160M EOY assets).
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)
| 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.
Southern States Savings & Retirement Plan Trust vs. nearby Money Purchase plans in Florida, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.015% of 89,805,449 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)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Southern States Savings & Retirement Plan Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Southern States Savings & Retirement Plan Trust assets move in 2022? ▼
How have Southern States Savings & Retirement Plan Trust plan assets changed over time? ▼
Where does Southern States Savings & Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Southern States Savings & Retirement Plan Trust? ▼
Next read for Southern States Savings & Retirement Pla…
Filing takeaways
Ways to act on Southern States Savings & Retirement Plan Trust's numbers.
- By total assets, Southern States Savings & Retirement Plan Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
- Southern States Savings & Retirement Plan Trust's sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Transportation & Warehousing plans