401(k) · DOL Form 5500 · 2023
Southern States Cooperative, Inc. 401(k) Plan
Data updated 2026-08-11
- $222M
- Total assets
- 1,645
- Participants
- 95th
- Percentile by assets
- $135,005
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $222M
- total plan assets (2023 EOY)
- 1,645
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $135,005
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Southern States Retirement Savings Plan reports 1,645 participants - 2.1x that state average ($222M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $212M |
|---|---|
| Net Assets (End of Year) | $222M |
| Net Income | $19M |
| Employer EIN | 540387200 |
| Plan Effective Date | 1977-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern States Cooperative, Inc.)
| 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
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Southern States Retirement Savings Plan by total assets, not by location.
- British Airways Savings Plan (NY) $222M · 697
- Tbc Corporation Safe Harbor 401(k) Plan (FL) $222M · 2,705
- Seward & Kissel Retirement Plan (NY) $222M · 198
- Allegis Group, Inc Retirement Savings Plan Three (MD) $222M · 38,071
Frequently Asked Questions
How did Southern States Retirement Savings Plan assets move in 2023? ▼
How have Southern States Cooperative, Inc. plan assets changed over time? ▼
Where does Southern States Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Southern States Retirement Savings Plan? ▼
Next read for Southern States Retirement Savings Plan
Filing takeaways
Ways to act on Southern States Retirement Savings Plan's numbers.
- By total assets, Southern States Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Southern States Cooperative, Inc.'s sponsor-wide assets have grown 4.5% since 2022 across 3 plan years on file. More Wholesale Trade plans