401(k) · DOL Form 5500 · 2023

Southern Monument Corporation 401(k) Plan

Data updated 2026-08-25

$854K
Total assets Small plan by assets
10
Participants Small participant base
22nd
Percentile by assets National rank
$85,387
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Monument Corporation 401(k) Plan · Sponsored by Southern Monument Corporation · Tennessee · Construction

$854K in assets, 10 participants

Southern Monument Corporation's Southern Monument Corporation 401(k) Plan reported $854K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,840 in Construction (9,030 peers)

Southern Monument Corporation multi-year trail

Southern Monument Corporation's plans moved +15.5% in assets from 2022 to 2024; this filing shows Southern Monument Corporation 401(k) Plan at $854K / 10 participants.

#1,840
in Construction (9,030 peers)
+35.6%
assets growth YoY

Southern Monument Corporation 401(k) Plan among the smaller filed plans by assets

Southern Monument Corporation 401(k) Plan vs every filed plan by assets

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

$853,868 22nd percentile higher than 22% 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 Monument Corporation 401(k) Plan 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 Monument Corporation 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Monument Corporation 401(k) Plan reported net income rose from -$283K in the plan year 2022 filing to $224K in the plan year 2023 filing.
  • Southern Monument Corporation 401(k) Plan end-of-year assets rose from $630K in the plan year 2022 filing to $854K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 452508022 · Southern Monument Corporation PY 2023 · 401(k)

Southern Monument Corporation 401(k) Plan · $854K · 10 · 22nd

  • EIN $854K
  • EIN 10
  • EIN 22nd
  • EIN 401(k)
  • EIN near Hocking & Schulenberg, LLC Profit Sharing Plan
  • EIN ind #1840

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 Construction retirement plans → · Plans in Tennessee →

Southern Monument Corporation 401(k) Plan in the asset neighbourhood

Southern Monument Corporation 401(k) PlanSouthern Monument Corporatio…$854KHocking & Schulenberg, LLC Profit Sharing PlanHocking & Schulenberg, LLC P…$854KIberia Airlines of Spain in Puerto Rico Retirement Savings PlanIberia Airlines of Spain in …$854KPaul E Roman PA 401(k) Profit Sharing Plan & TrustPaul E Roman PA 401(k) Profi…$854KWheeling Investments, Inc. 401(k) PlanWheeling Investments, Inc. 4…$854K
End-of-year total assets ($M) among Southern Monument Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southern Monument Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Southern Monument Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$728K 15.520288067215684% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.63M $0.73M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 10 $630K
2023 1 10 $854K
2024 1 11 $728K

Southern Monument Corporation filing trail (2023)

Total Assets (Beginning of Year)$630K
Net Assets (End of Year)$854K
Net Income$224K
Employer EIN452508022
Plan Effective Date2011-06-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Southern Monument Corporation 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Southern Monument Corporation 401(k) Plan, Total assets ($B): 0.000853868 · Participants: 10Southern Monument Corporation 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Southern Monument Corporation 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southern Monument Corporation 401(k) Plan side-by-side with 3 peers →

Southern Monument Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Hocking & Schulenberg, LLC Profit Sharing Plan in NE ($854K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Monument Corporation 401(k) Plan assets move in 2023? ▼
Southern Monument Corporation 401(k) Plan surged - up 35.6% during 2023, from $630K to $854K. Reported net income was $224K.
How have Southern Monument Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Monument Corporation's sponsor-wide assets grew 15.5%, from $630K to $728K.
Where does Southern Monument Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Southern Monument Corporation 401(k) Plan ranks in the 22nd 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 Monument Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hocking & Schulenberg, LLC Profit Sharing Plan in NE ($854K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Southern Monument Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 452508022.

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.