Profit Sharing · DOL Form 5500 · 2023

Southern Mail Service, Inc. Profit Sharing Plan

Data updated 2026-08-11

$11M
Total assets
792
Participants
60th
Percentile by assets
$13,539
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Southern Mail Service, Inc. Retirement Plan · Sponsored by Southern Mail Service, Inc. · Texas · Transportation & Warehousing

$11M in assets, 792 participants

Southern Mail Service, Inc.'s Southern Mail Service, Inc. Retirement Plan reported $11M in total assets and 792 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • 60th percentile by assets (of 127,072 plans)
  • #2,046 in Transportation & Warehousing (3,362 peers)

Southern Mail Service, Inc. multi-year trail

Southern Mail Service, Inc.'s plans moved +12.4% in assets from 2022 to 2024; this filing shows Southern Mail Service, Inc. Retirement Plan at $11M / 792 participants.

$11M
total plan assets (2023 EOY)
792
covered participants
60th
percentile by assets (of 127,072 plans)
$13,539
avg assets per participant

Where Southern Mail Service, Inc. Retirement Plan sits by total assets

Southern Mail Service, Inc. Retirement Plan vs every filed plan by assets

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

$10,722,632 Top 40% higher than 60% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Mail Service, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $695K in the plan year 2023 filing.
  • Southern Mail Service, Inc. Retirement Plan reported participants rose from 728 in the plan year 2022 filing to 792 in the plan year 2023 filing.
  • Southern Mail Service, Inc. Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Transportation & Warehousing

Southern Mail Service, Inc. across 3 plan years on file

Across the 3 plan years Southern Mail Service, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $11M, a gain of 12.4%, while reported participants moved from 728 to 794 (+9.1%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($10M).

Southern Mail Service, Inc. multi-year asset trail

$9.5M$10M$10.5M$11M$11.5M 202220232024 $10M $11.3M ▲ +12.4%
Total plan assets by year, all Southern Mail Service, Inc. plans on file
Year Plans Participants Total Assets
2022 1 728 $10M
2023 1 792 $11M
2024 1 794 $11M

Southern Mail Service, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$695K
Employer EIN751482649
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Southern Mail Service, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Southern Mail Servic…, Total assets ($B): 0.010722632 · Participants: 792Southern Mail Servic…Southwest Airlines C…, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines C…Baylor College of Me…, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Me…H-E-B Partner Stock …, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock …The Defined Contribu…, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribu…American Heart Assoc…, Total assets ($B): 0.456894615 · Participants: 3455American Heart Assoc…
Southern Mail Service, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Southern Mail Service, Inc. Retirement P… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Southern Mail Service, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Southern Mail Service, Inc. Retirement Plan assets move in 2023? ▼
Southern Mail Service, Inc. Retirement Plan grew at a solid clip - up 6.9% during 2023, from $10M to $11M. Reported net income was $695K.
How have Southern Mail Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Mail Service, Inc.'s sponsor-wide assets grew 12.4%, from $10M to $11M.
Which Profit Sharing plans are similar in size to Southern Mail Service, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is P Cor, LLC Retirement Plan in MI ($11M, 645 participants).

Next read for Southern Mail Service, Inc. Retirement P…

Multi-year trail

Ways to act on Southern Mail Service, Inc. Retirement Plan's numbers.

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 751482649.

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.