401(k) · DOL Form 5500 · 2023

Southern Insurance Underwriters, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
123
Participants Small participant base
49th
Percentile by assets National rank
$51,488
Avg per participant Low balance/head
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Official DOL plan name: Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust · Sponsored by Southern Insurance Underwriters, Inc. · Georgia · Finance & Insurance

$6M in assets, 123 participants

Southern Insurance Underwriters, Inc.'s Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust reported $6M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,112 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust covers 123 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $6M.

#3,112
in Finance & Insurance (8,869 peers)
+15.2%
assets growth YoY

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust vs every filed plan by assets

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

$6,333,012 49th percentile higher than 49% 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 Insurance Underwriters, Inc. 401 (K) Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $835K in the plan year 2023 filing.
  • Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust reported participants fell from 131 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 580939621 · Southern Insurance Underwriters, Inc. PY 2023 · 401(k)

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust · $6M · 123 · 49th

  • IND $6M
  • IND 123
  • IND 49th
  • IND 401(k)
  • IND near Yellow Wood Ri 401(k)
  • IND ind #3112

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 Georgia →

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust in the asset neighbourhood

Southern Insurance Underwriters, Inc. 401 (K) Plan & TrustSouthern Insurance Underwrit…$6MYellow Wood Ri 401(k)$6MVernet US Corporation 401(k) Retirement Savings PlanVernet US Corporation 401(k)…$6MCenter Fresh Egg Farm Mep 401(k) PlanCenter Fresh Egg Farm Mep 40…$6MRdi Marketing Services, Inc. Profit Sharing 401(k) PlanRdi Marketing Services, Inc.…$6M
End-of-year total assets ($M) among Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$835K
Employer EIN580939621
Plan Effective Date1968-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Insurance Underwriters, Inc.)

Sponsor-wide plan assets over time

All Southern Insurance Underwriters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.510025203065112% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.5M $6.79M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 131 $5M
2023 1 123 $6M
2024 1 107 $7M

Nearby 401(k) Plans in Georgia

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

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust, Total assets ($B): 0.006333012 · Participants: 123Southern Insurance Underwriters, Inc. 401 (K) Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust side-by-side with 3 peers →

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Yellow Wood Ri 401(k) in CA ($6M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Insurance Underwriters, Inc. 401 (K) Plan & Trust assets move in 2023? ▼
Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust grew sharply - up 15.2% during 2023, from $5M to $6M. Reported net income was $835K.
How have Southern Insurance Underwriters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Insurance Underwriters, Inc.'s sponsor-wide assets grew 23.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Yellow Wood Ri 401(k) in CA ($6M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 580939621.

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.