401(k) · DOL Form 5500 · 2022

Simply Southern Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$981K
Total assets Small plan by assets
163
Participants Small participant base
25th
Percentile by assets National rank
$6,021
Avg per participant Low balance/head
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Official DOL plan name: Simply Southern Holdings, LLC. 401(k) Plan · Sponsored by Simply Southern Holdings, LLC · North Carolina · Wholesale Trade

$981K in assets, 163 participants

Simply Southern Holdings, LLC's Simply Southern Holdings, LLC. 401(k) Plan reported $981K in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

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

Coverage in North Carolina

Simply Southern Holdings, LLC. 401(k) Plan covers 163 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $981K.

#959
in Wholesale Trade (6,843 peers)
+42.1%
assets growth YoY

Simply Southern Holdings, LLC. 401(k) Plan among the smaller filed plans by assets

Simply Southern Holdings, LLC. 401(k) Plan vs every filed plan by assets

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

$981,428 25th percentile higher than 25% 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

Simply Southern Holdings, LLC. 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. Simply Southern Holdings, LLC. 401(k) Plan sits mid-pack in the medium band (163 participants).

Form 5500 schedule snapshot

Filing strip 454358283 · Simply Southern Holdings, LLC PY 2022 · 401(k)

Simply Southern Holdings, LLC. 401(k) Plan · $981K · 163 · 25th

  • VS-ST $981K
  • VS-ST 163
  • VS-ST 25th
  • VS-ST 401(k)
  • VS-ST near Custom Electric 401(k) Plan
  • VS-ST ind #959

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 North Carolina →

Simply Southern Holdings, LLC. 401(k) Plan in the asset neighbourhood

Simply Southern Holdings, LLC. 401(k) PlanSimply Southern Holdings, LL…$981KCustom Electric 401(k) Plan$981KLucrumare Inc. 401(k) Plan$981KStrength Training,Inc. 401(k) Profit Sharing PlanStrength Training,Inc. 401(k…$981KSurgenex LLC 401(k) Profit Sharing Plan & TrustSurgenex LLC 401(k) Profit S…$981K
End-of-year total assets ($M) among Simply Southern Holdings, LLC. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$691K
Net Assets (End of Year)$981K
Net Income$291K
Employer EIN454358283
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Simply Southern Holdings, LLC. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Simply Southern Holdings, LLC. 401(k) Plan, Total assets ($B): 0.000981428 · Participants: 163Simply Southern Holdings, LLC. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Simply Southern Holdings, LLC. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Simply Southern Holdings, LLC. 401(k) Plan side-by-side with 3 peers →

Simply Southern Holdings, LLC. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Custom Electric 401(k) Plan in ID ($981K); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($981K here).

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Simply Southern Holdings, LLC. 401(k) Plan assets move in 2022? ▼
Simply Southern Holdings, LLC. 401(k) Plan surged - up 42.1% during 2022, from $691K to $981K. Reported net income was $291K.
Where does Simply Southern Holdings, LLC. 401(k) Plan rank by assets among Form 5500 filers? ▼
Simply Southern Holdings, LLC. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Simply Southern Holdings, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Custom Electric 401(k) Plan in ID ($981K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Simply Southern Holdings, LLC. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 participants, N/A 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 454358283.

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.