401(k) · DOL Form 5500 · 2023

Southern Data Automation, Inc. 401(k) Plan

Data updated 2026-08-25

$608K
Total assets Small plan by assets
9
Participants Small participant base
20th
Percentile by assets National rank
$67,559
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Data Automation 401(k) & Profit Sharing · Sponsored by Southern Data Automation, Inc. · Alabama · Retail Trade

$608K in assets, 9 participants

Southern Data Automation, Inc.'s Southern Data Automation 401(k) & Profit Sharing reported $608K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,594 in Retail Trade (8,414 peers)

Southern Data Automation, Inc. multi-year trail

Southern Data Automation, Inc.'s plans moved +37.3% in assets from 2022 to 2023; this filing shows Southern Data Automation 401(k) & Profit Sharing at $608K / 9 participants.

#2,594
in Retail Trade (8,414 peers)
+37.3%
assets growth YoY

Southern Data Automation 401(k) & Profit Sharing among the smaller filed plans by assets

Southern Data Automation 401(k) & Profit Sharing vs every filed plan by assets

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

$608,034 20th percentile higher than 20% 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

Southern Data Automation 401(k) & Profit Sharing among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Data Automation 401(k) & Profit Sharing is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Data Automation 401(k) & Profit Sharing reported net income rose from -$117K in the plan year 2022 filing to $165K in the plan year 2023 filing.
  • Southern Data Automation 401(k) & Profit Sharing end-of-year assets rose from $443K in the plan year 2022 filing to $608K in the plan year 2023 filing.
  • Southern Data Automation 401(k) & Profit Sharing reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 721365402 · Southern Data Automation, Inc. PY 2023 · 401(k)

Southern Data Automation 401(k) & Profit Sharing · $608K · 9 · 20th

  • TYPE $608K
  • NET 9
  • BOOK 20th
  • VS-ST 401(k)
  • BOY near Brian Ruff Realty, LLC 401(k) Plan
  • SCH ind #2594

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 Retail Trade retirement plans → · Plans in Alabama →

Southern Data Automation 401(k) & Profit Sharing in the asset neighbourhood

Southern Data Automation 401(k) & Profit SharingSouthern Data Automation 401…$608KBrian Ruff Realty, LLC 401(k) PlanBrian Ruff Realty, LLC 401(k…$608KL3j Enterprises 401(k)$608KTj Drake Family Corporation 401(k) Profit Sharing PlanTj Drake Family Corporation …$608KSotapop, Inc. 401(k) Plan$608K
End-of-year total assets ($M) among Southern Data Automation 401(k) & Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southern Data Automation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southern Data Automation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$608K 37.307655828700206% vs 2022
2023 filing year
$0.4M$0.5M$0.6M$0.7M 20222023 $0.44M $0.61M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 10 $443K
2023 1 9 $608K

Southern Data Automation, Inc. filing trail (2023)

Total Assets (Beginning of Year)$443K
Net Assets (End of Year)$608K
Net Income$165K
Employer EIN721365402
Plan Effective Date2015-03-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Southern Data Automation 401(k) & Profit Sharing vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Southern Data Automation 401(k) & Profit Sharing, Total assets ($B): 0.000608034 · Participants: 9Southern Data Automation 401(k) & Profit SharingRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Southern Data Automation 401(k) & Profit Sharing vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Southern Data Automation 401(k) & Profit Sharing side-by-side with 3 peers →

Southern Data Automation 401(k) & Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Brian Ruff Realty, LLC 401(k) Plan in IL ($608K); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($608K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Southern Data Automation 401(k) & Profit Sharing assets move in 2023? ▼
Southern Data Automation 401(k) & Profit Sharing surged - up 37.3% during 2023, from $443K to $608K. Reported net income was $165K.
How have Southern Data Automation, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Southern Data Automation, Inc.'s sponsor-wide assets grew 37.3%, from $443K to $608K.
Where does Southern Data Automation 401(k) & Profit Sharing rank by assets among Form 5500 filers? ▼
Southern Data Automation 401(k) & Profit Sharing ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Southern Data Automation 401(k) & Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Brian Ruff Realty, LLC 401(k) Plan in IL ($608K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Southern Data Automation 401(k) & Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 721365402.

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.