Profit Sharing · DOL Form 5500 · 2023

Southern Mail Service, Inc. Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
792
Participants Near avg headcount
60th
Percentile by assets National rank
$13,539
Avg per participant Low balance/head
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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.

  • #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.

#2,046
in Transportation & Warehousing (3,362 peers)
+6.9%
assets growth YoY

Southern Mail Service, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

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 $2,050,000,000 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 Mail Service, Inc. 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. Southern Mail Service, Inc. Retirement Plan sits mid-pack in the medium band (792 participants).

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 →

DOL schedule card

Filing strip 751482649 · Southern Mail Service, Inc. PY 2023 · Profit Sharing

Southern Mail Service, Inc. Retirement Plan · $11M · 792 · 60th

  • PCT $11M
  • PCT 792
  • PCT 60th
  • PCT Profit Sharing
  • PCT near P Cor, LLC Retirement Plan
  • PCT ind #2046

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Southern Mail Service, Inc. Retirement Plan in the asset neighbourhood

Mtha Retirement Plan for Backstretch EmployeesMtha Retirement Plan for Bac…$11MChristian Healthcare Ministries 403(b) Plan IIChristian Healthcare Ministr…$11MGillen and Johnson PA Profit Sharing Plan and TrustGillen and Johnson PA Profit…$11MSouthern Mail Service, Inc. Retirement PlanSouthern Mail Service, Inc. …$11MP Cor, LLC Retirement Plan$11M
End-of-year total assets ($M) among Southern Mail Service, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Southern Mail Service, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southern Mail Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 12.423539867770943% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $10M $11.3M ▲ +12.4%
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 ($B) Participants Southern Mail Service, Inc. Retirement Plan, Total assets ($B): 0.010722632 · Participants: 792Southern Mail Service, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Southern Mail Service, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Southern Mail Service, Inc. Retirement Plan side-by-side with 3 peers →

Southern Mail Service, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is P Cor, LLC Retirement Plan in MI ($11M); by covered participants it is Aim Independent Living Center 403(b) Plan in NY (792 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (792 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 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).
Which Profit Sharing plans cover a similar participant headcount to Southern Mail Service, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Aim Independent Living Center 403(b) Plan in NY (792 participants, $2M 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 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.