Profit Sharing · DOL Form 5500 · 2023

First Southern, LLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
30
Participants Small participant base
27th
Percentile by assets National rank
$49,951
Avg per participant Low balance/head
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Official DOL plan name: First Southern, LLC 1081. 01(D) Retirement Plan · Sponsored by First Southern, LLC · Puerto Rico · Finance & Insurance

$1M in assets, 30 participants

First Southern, LLC's First Southern, LLC 1081. 01(D) Retirement Plan reported $1M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,622 in Finance & Insurance (8,869 peers)

First Southern, LLC multi-year trail

First Southern, LLC's plans moved +279.6% in assets from 2022 to 2024; this filing shows First Southern, LLC 1081. 01(D) Retirement Plan at $1M / 30 participants.

#1,622
in Finance & Insurance (8,869 peers)
+193.6%
assets growth YoY

First Southern, LLC 1081. 01(D) Retirement Plan among the smaller filed plans by assets

First Southern, LLC 1081. 01(D) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,498,540 27th percentile higher than 27% of 127,068 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 2023

First Southern, LLC 1081. 01(D) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Southern, LLC 1081. 01(D) Retirement Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Southern, LLC 1081. 01(D) Retirement Plan reported net income rose from $157K in the plan year 2022 filing to $988K in the plan year 2023 filing.
  • First Southern, LLC 1081. 01(D) Retirement Plan end-of-year assets rose from $510K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • First Southern, LLC 1081. 01(D) Retirement Plan reported participants rose from 25 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660854460 · First Southern, LLC PY 2023 · Profit Sharing

First Southern, LLC 1081. 01(D) Retirement Plan · $1M · 30 · 27th

  • BOY $1M
  • BOY 30
  • BOY 27th
  • BOY Profit Sharing
  • BOY near Mark L. Tindall, M. D. 401(k) Profit Sharing Plan
  • BOY ind #1622

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 Puerto Rico →

First Southern, LLC 1081. 01(D) Retirement Plan in the asset neighbourhood

First Southern, LLC 1081. 01(D) Retirement PlanFirst Southern, LLC 1081. 01…$1MMark L. Tindall, M. D. 401(k) Profit Sharing PlanMark L. Tindall, M. D. 401(k…$1MMorning Glory Solutions, Inc. Profit Sharing PlanMorning Glory Solutions, Inc…$1MDeseret Mutual Puerto Rico Thrift PlanDeseret Mutual Puerto Rico T…$1MKersner Profit Sharing Trust$1M
End-of-year total assets ($M) among First Southern, LLC 1081. 01(D) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

First Southern, LLC multi-year asset trail

Sponsor-wide plan assets over time

All First Southern, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 279.56442084431427% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.51M $1.94M ▲ +280.4%
Year Plans Participants Total Assets
2022 1 25 $510K
2023 1 30 $1M
2024 1 26 $2M

First Southern, LLC filing trail (2023)

Total Assets (Beginning of Year)$510K
Net Assets (End of Year)$1M
Net Income$988K
Employer EIN660854460
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

First Southern, LLC 1081. 01(D) Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants First Southern, LLC 1081. 01(D) Retirement Plan, Total assets ($M): 1.49854 · Participants: 30First Southern, LLC 1081. 01(D) Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
First Southern, LLC 1081. 01(D) Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare First Southern, LLC 1081. 01(D) Retirement Plan side-by-side with 3 peers →

First Southern, LLC 1081. 01(D) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Mark L. Tindall, M. D. 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Torrence's Farm Implements Profit Sharing Plan II in CA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did First Southern, LLC 1081. 01(D) Retirement Plan assets move in 2023? ▼
First Southern, LLC 1081. 01(D) Retirement Plan surged - up 193.6% during 2023, from $510K to $1M. Reported net income was $988K.
How have First Southern, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Southern, LLC's sponsor-wide assets grew 279.6%, from $510K to $2M.
Which Profit Sharing plans are similar in size to First Southern, LLC 1081. 01(D) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mark L. Tindall, M. D. 401(k) Profit Sharing Plan in CA ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to First Southern, LLC 1081. 01(D) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Torrence's Farm Implements Profit Sharing Plan II in CA (30 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660854460.

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.