401(k) · DOL Form 5500 · 2023

Southern Diversified Distributors, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
265
Participants Below avg headcount
71st
Percentile by assets National rank
$67,884
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Diversified Distributors, Inc. 401(k) · Sponsored by Southern Diversified Distributors, Inc. · South Carolina · Wholesale Trade

$18M in assets, 265 participants

Southern Diversified Distributors, Inc.'s Southern Diversified Distributors, Inc. 401(k) reported $18M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,218 in Wholesale Trade (6,309 peers)

Southern Diversified Distributors, Inc. multi-year trail

Southern Diversified Distributors, Inc.'s plans moved +40.5% in assets from 2022 to 2024; this filing shows Southern Diversified Distributors, Inc. 401(k) at $18M / 265 participants.

#4,218
in Wholesale Trade (6,309 peers)
+22.5%
assets growth YoY

Southern Diversified Distributors, Inc. 401(k)'s outsized position by total assets

Southern Diversified Distributors, Inc. 401(k) vs every filed plan by assets

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

$17,989,270 Top 29% higher than 71% 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 Diversified Distributors, Inc. 401(k) 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 Diversified Distributors, Inc. 401(k) sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Diversified Distributors, Inc. 401(k) reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southern Diversified Distributors, Inc. 401(k) end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Southern Diversified Distributors, Inc. 401(k) reported participants rose from 239 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562394188 · Southern Diversified Distributors, Inc. PY 2023 · 401(k)

Southern Diversified Distributors, Inc. 401(k) · $18M · 265 · 71st

  • EBSA $18M
  • EBSA 265
  • EBSA 71st
  • EBSA 401(k)
  • EBSA near Zero Motorcycles, Inc. 401(k) Plan
  • EBSA ind #4218

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 South Carolina →

Southern Diversified Distributors, Inc. 401(k) in the asset neighbourhood

Southern Diversified Distributors, Inc. 401(k)Southern Diversified Distrib…$18MZero Motorcycles, Inc. 401(k) PlanZero Motorcycles, Inc. 401(k…$18MUrethane of Kentuckiana, Inc. 401(k)/Profit Sharing Plan & Trust AgmtUrethane of Kentuckiana, Inc…$18MPrecision Roll Grinders Savings & Investment PlanPrecision Roll Grinders Savi…$18MAlpha Source Holdco, LLC 401(k) PlanAlpha Source Holdco, LLC 401…$18M
End-of-year total assets ($M) among Southern Diversified Distributors, Inc. 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southern Diversified Distributors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southern Diversified Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 40.54306822845785% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $20.6M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 239 $15M
2023 1 265 $18M
2024 1 248 $21M

Southern Diversified Distributors, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN562394188
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Southern Diversified Distributors, Inc. 401(k) vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Southern Diversified Distributors, Inc. 401(k), Total assets ($B): 0.01798927 · Participants: 265Southern Diversified Distributors, Inc. 401(k)Michelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Southern Diversified Distributors, Inc. 401(k) vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Southern Diversified Distributors, Inc. 401(k) side-by-side with 3 peers →

Southern Diversified Distributors, Inc. 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Zero Motorcycles, Inc. 401(k) Plan in CA ($18M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Diversified Distributors, Inc. 401(k) assets move in 2023? ▼
Southern Diversified Distributors, Inc. 401(k) grew sharply - up 22.5% during 2023, from $15M to $18M. Reported net income was $3M.
How have Southern Diversified Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Diversified Distributors, Inc.'s sponsor-wide assets grew 40.5%, from $15M to $21M.
Which 401(k) plans are similar in size to Southern Diversified Distributors, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Zero Motorcycles, Inc. 401(k) Plan in CA ($18M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Southern Diversified Distributors, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants, N/A 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 562394188.

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.