Defined Benefit (Pension) · DOL Form 5500 · 2022

Southern States Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$192M
Total assets Near avg plan size
271
Participants Below avg headcount
95th
Percentile by assets National rank
$706,698
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Southern States · Sponsored by Southern States Cooperative, Inc. · Virginia · Wholesale Trade

$192M in assets, 271 participants

Southern States Cooperative, Inc.'s Retirement Plan for Employees of Southern States reported $192M in total assets and 271 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.

  • #6,617 in Wholesale Trade (6,843 peers)

Coverage in Virginia

Retirement Plan for Employees of Southern States covers 271 participants in Virginia, about 35% of the average Virginia filer (state average ~782 per filing). Assets: $192M.

#6,617
in Wholesale Trade (6,843 peers)
-0.6%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Southern States's outsized position by total assets

Retirement Plan for Employees of Southern States vs every filed plan by assets

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

$191,515,024 Top 5% higher than 95% 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

Retirement Plan for Employees of Southern States 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. Retirement Plan for Employees of Southern States sits mid-pack in the medium band (271 participants).

DOL schedule card

Filing strip 540387200 · Southern States Cooperative, Inc. PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Southern States · $192M · 271 · 95th

  • PHOTO $192M
  • IND 271
  • EOY 95th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates
  • PCT ind #6617

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 Wholesale Trade retirement plans → · Plans in Virginia →

Retirement Plan for Employees of Southern States in the asset neighbourhood

Pension Plan for Employees of Broadcast Music IncPension Plan for Employees o…$192MRetirement Plan for Employees of Southern StatesRetirement Plan for Employee…$192MRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its AffiliatesRetirement Plan for the Bott…$192MCuna Mutual Pension Plan for Represented EmployeesCuna Mutual Pension Plan for…$191MFerro Corporation Pension Plan for Legacy EmployeesFerro Corporation Pension Pl…$191M
End-of-year total assets ($M) among Retirement Plan for Employees of Southern States and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$192M
Net Income-$1M
Employer EIN540387200
Plan Effective Date1944-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern States Cooperative, Inc.)

Sponsor-wide plan assets over time

All Southern States Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$421M 4.5245706298363695% vs 2022
2024 filing year
$400M$410M$420M$430M 202220232024 $403M $421M ▲ +4.5%
Year Plans Participants Total Assets
2022 2 2,559 $403M
2023 2 1,892 $414M
2024 2 1,845 $421M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Southern States vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Retirement Plan for Employees of Southern States, Total assets ($B): 0.191515024 · Participants: 271Retirement Plan for Employees of Southern StatesNorthrop Grumman Pension Plan, Total assets ($B): 18.331391337 · Participants: 14867Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 9.385168374 · Participants: 54531Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.061267673 · Participants: 7799Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 7.265847838 · Participants: 12832Dominion Energy Pension PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 7.155241333 · Participants: 61068Sheet Metal Workers' National Pension Fund
Retirement Plan for Employees of Southern States vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Retirement Plan for Employees of Southern States side-by-side with 3 peers →

Retirement Plan for Employees of Southern States's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates in UT ($192M); by covered participants it is Schindler Elevator Corporation Retirement Plan in NJ (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Retirement Plan for Employees of Southern States assets move in 2022? ▼
Retirement Plan for Employees of Southern States held essentially flat - down 0.6% during 2022, from $193M to $192M. Reported net income was -$1M.
How have Southern States Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern States Cooperative, Inc.'s sponsor-wide assets grew 4.5%, from $403M to $421M.
Where does Retirement Plan for Employees of Southern States rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Southern States ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Southern States? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates in UT ($192M, 759 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Southern States? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Schindler Elevator Corporation Retirement Plan in NJ (271 participants, $131M 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 540387200.

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.