401(k) · DOL Form 5500 · 2023

Southern States Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$222M
Total assets Near avg plan size
1,645
Participants Near avg headcount
95th
Percentile by assets National rank
$135,005
Avg per participant Near avg balance/head
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Official DOL plan name: Southern States Retirement Savings Plan · Sponsored by Southern States Cooperative, Inc. · Virginia · Wholesale Trade

$222M in assets, 1,645 participants

Southern States Cooperative, Inc.'s Southern States Retirement Savings Plan reported $222M in total assets and 1,645 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #6,081 in Wholesale Trade (6,309 peers)

Coverage in Virginia

Southern States Retirement Savings Plan covers 1,645 participants in Virginia, 2.1x the typical Virginia plan (state average ~782 per filing). Assets: $222M.

#6,081
in Wholesale Trade (6,309 peers)
+5.0%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Southern States Retirement Savings Plan's outsized position by total assets

Southern States Retirement Savings Plan vs every filed plan by assets

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

$222,082,551 Top 5% higher than 95% 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 States Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern States Retirement Savings Plan lands in the large band (1,645 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern States Retirement Savings Plan reported net income rose from -$64M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Southern States Retirement Savings Plan reported participants fell from 2,288 in the plan year 2022 filing to 1,645 in the plan year 2023 filing.
  • Southern States Retirement Savings Plan end-of-year assets rose from $212M in the plan year 2022 filing to $222M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540387200 · Southern States Cooperative, Inc. PY 2023 · 401(k)

Southern States Retirement Savings Plan · $222M · 1,645 · 95th

  • BOOK $222M
  • BOOK 1,645
  • BOOK 95th
  • BOOK 401(k)
  • BOOK near British Airways Savings Plan
  • BOOK ind #6081

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 Virginia →

Southern States Retirement Savings Plan in the asset neighbourhood

Allegis Group, Inc Retirement Savings Plan ThreeAllegis Group, Inc Retiremen…$222MTbc Corporation Safe Harbor 401(k) PlanTbc Corporation Safe Harbor …$222MBritish Airways Savings Plan$222MSouthern States Retirement Savings PlanSouthern States Retirement S…$222MSeward & Kissel Retirement PlanSeward & Kissel Retirement P…$222M
End-of-year total assets ($M) among Southern States Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$212M
Net Assets (End of Year)$222M
Net Income$19M
Employer EIN540387200
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern States Cooperative, Inc.)

Sponsor-wide plan assets over time

All Southern States Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$421M 4.5245706298363695% vs 2022
2024 filing year
$400M$410M$420M$430M 202220232024 $403M $421M ▲ +4.5%
Year Plans Participants Total Assets
2022 2 2,559 $403M
2023 2 1,892 $414M
2024 2 1,845 $421M

Nearby 401(k) Plans in Virginia

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

Southern States Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Southern States Retirement Savings Plan, Total assets ($B): 0.222082551 · Participants: 1645Southern States Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Southern States Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Southern States Retirement Savings Plan side-by-side with 3 peers →

Southern States Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is British Airways Savings Plan in NY ($222M); by covered participants it is Incyte Corporation 401(k) Plan in DE (1,645 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($222M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,645 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 States Retirement Savings Plan assets move in 2023? ▼
Southern States Retirement Savings Plan edged up modestly - up 5.0% during 2023, from $212M to $222M. Reported net income was $19M.
How have Southern States Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern States Cooperative, Inc.'s sponsor-wide assets grew 4.5%, from $403M to $421M.
Where does Southern States Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Southern States Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Southern States Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is British Airways Savings Plan in NY ($222M, 697 participants).
Which 401(k) plans cover a similar participant headcount to Southern States Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Incyte Corporation 401(k) Plan in DE (1,645 participants, $414M 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 540387200.

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.