401(k) · DOL Form 5500 · 2022
Southern Trust Mortgage, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 302
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $51,640
- Avg per participant Low balance/head
Official DOL plan name: Southern Trust Mortgage 401(k) Plan · Sponsored by Southern Trust Mortgage, LLC · Virginia · Finance & Insurance
$16M in assets, 302 participants
Southern Trust Mortgage, LLC's Southern Trust Mortgage 401(k) Plan reported $16M in total assets and 302 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,401 in Finance & Insurance (9,261 peers)
Coverage in Virginia
Southern Trust Mortgage 401(k) Plan covers 302 participants in Virginia, about 39% of the average Virginia filer (state average ~782 per filing). Assets: $16M.
- #5,401
- in Finance & Insurance (9,261 peers)
- -18.1%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Trust Mortgage 401(k) Plan's outsized position by total assets
Southern Trust Mortgage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,595,410 Top 27% higher than 73% 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 Trust Mortgage 401(k) Plan 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. Southern Trust Mortgage 401(k) Plan sits mid-pack in the medium band (302 participants).
EBSA filing schedule strip
Filing strip 541872422 · Southern Trust Mortgage, LLC PY 2022 · 401(k)
Southern Trust Mortgage 401(k) Plan · $16M · 302 · 73rd
- IND $16M
- IND 302
- IND 73rd
- IND 401(k)
- IND near Cnbstl and Ubu 401(k) Plan
- IND ind #5401
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 Finance & Insurance retirement plans → · Plans in Virginia →
Southern Trust Mortgage 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$3M |
| Employer EIN | 541872422 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Trust Mortgage, LLC)
Sponsor-wide plan assets over time
All Southern Trust Mortgage, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 19.890467772248375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 302 | $16M |
| 2023 | 1 | 230 | $17M |
| 2024 | 1 | 188 | $19M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Southern Trust Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Cnbstl and Ubu 401(k) Plan in MO ($16M); by covered participants it is N.R.F. Distributors Retirement Savings Plan in ME (302 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (302 participants); asset peers above are excluded.
- N.R.F. Distributors Retirement Savings Plan (ME) 302 · 0 off
- Farmers Mutual 401(k) Savings Plan (NE) 302 · 0 off
- Crew Carwash 401(k) Plan (IN) 302 · 0 off
- Fms 401(k) Profit Sharing Plan and Trust (IL) 302 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.