Other · DOL Form 5500 · 2023

Southminster, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
406
Participants Below avg headcount
62nd
Percentile by assets National rank
$29,004
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southminster Retirement Plan · Sponsored by Southminster, Inc. · North Carolina · Healthcare & Social Assistance

$12M in assets, 406 participants

Southminster, Inc.'s Southminster Retirement Plan reported $12M in total assets and 406 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,944 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Southminster Retirement Plan covers 406 participants in North Carolina, about 50% of the average North Carolina filer (state average ~819 per filing). Assets: $12M.

#11,944
in Healthcare & Social Assistance (17,684 peers)
+14.4%
assets growth YoY

Southminster Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southminster Retirement Plan vs every filed plan by assets

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

$11,775,490 Top 38% higher than 62% 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

Southminster Retirement Plan 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. Southminster Retirement Plan sits mid-pack in the medium band (406 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southminster Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Southminster Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Southminster Retirement Plan reported participants rose from 361 in the plan year 2022 filing to 406 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 561443222 · Southminster, Inc. PY 2023 · Other

Southminster Retirement Plan · $12M · 406 · 62nd

  • PHOTO $12M
  • PHOTO 406
  • PHOTO 62nd
  • PHOTO Other
  • PHOTO near Carson Valley Childrens Aid 403(b) Plan
  • PHOTO ind #11944

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Southminster Retirement Plan in the asset neighbourhood

Alameda County Community Food Bank 403(b) PlanAlameda County Community Foo…$12MSouthminster Retirement Plan$12MCarson Valley Childrens Aid 403(b) PlanCarson Valley Childrens Aid …$12MGreater Erie Community Action Committee Tax Deferred Annuity ProgramGreater Erie Community Actio…$12MLawman Heating and Cooling, Inc. Prevailing Wage Pension PlanLawman Heating and Cooling, …$12M
End-of-year total assets ($M) among Southminster Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN561443222
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southminster, Inc.)

Sponsor-wide plan assets over time

All Southminster, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 28.71918417726277% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.3M $13.3M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 361 $10M
2023 1 406 $12M
2024 1 424 $13M

Nearby Other Plans in North Carolina

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

Southminster Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Southminster Retirement Plan, Total assets ($B): 0.01177549 · Participants: 406Southminster Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Southminster Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Southminster Retirement Plan side-by-side with 3 peers →

Southminster Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Carson Valley Childrens Aid 403(b) Plan in PA ($12M); by covered participants it is Oklahoma Christian University Defined Contribution Retirement Plan in OK (406 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (406 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 Southminster Retirement Plan assets move in 2023? ▼
Southminster Retirement Plan grew at a solid clip - up 14.4% during 2023, from $10M to $12M. Reported net income was $1M.
How have Southminster, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southminster, Inc.'s sponsor-wide assets grew 28.7%, from $10M to $13M.
Which Other plans are similar in size to Southminster Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Carson Valley Childrens Aid 403(b) Plan in PA ($12M, 401 participants).
Which Other plans cover a similar participant headcount to Southminster Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Oklahoma Christian University Defined Contribution Retirement Plan in OK (406 participants, $51M 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 561443222.

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.