401(k)
2023 plan-year 401(k) DOL Form 5500

Southland Holdings, LLC 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Southland Holdings, LLC ยท Texas ยท Construction

What the 2023 filing shows

Southland Holdings, LLC 401(k) Profit Sharing Plan holds $79M for 2,143 participants - about $36,791 per participant, up 12.2% over the 2023 plan year.

$79M
total plan assets (2023 EOY)
2,143
covered participants
$36,791
avg assets per participant
+12.2%
assets growth YoY
Total Assets (2023)
$79M
Participants
2,143
State
Industry
Construction

What the Filing Says About Southland Holdings, LLC 401(k) Profit Sharing Plan

Southland Holdings, LLC 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Southland Holdings, LLC, headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $79M in total end-of-year assets and covers 2,143 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 204336627, and the plan has been effective since 1984-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $70M at the beginning of 2023 to $79M at year-end โ€” a gain of 12.2%. Net assets (after liabilities) closed the year at $79M, with reported net income of $9M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$70M
Total Assets (End of Year)$79M
Net Assets (End of Year)$79M
Net Income$9M
Plan Type401(k)
Employer EIN204336627
Plan Effective Date1984-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southland Holdings, LLC)

Year Plans Participants Total Assets
2022 1 2,201 $70M
2023 1 2,143 $79M
2024 1 1,673 $81M

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Frequently Asked Questions

How much money is in the Southland Holdings, LLC 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Southland Holdings, LLC 401(k) Profit Sharing Plan holds $79M in total assets with 2,143 participants. It is sponsored by Southland Holdings, LLC.
What type of plan is Southland Holdings, LLC 401(k) Profit Sharing Plan?
Southland Holdings, LLC 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1984-11-01. The plan is filed with the U.S. Department of Labor under EIN 204336627.
Who sponsors the Southland Holdings, LLC 401(k) Profit Sharing Plan?
Southland Holdings, LLC 401(k) Profit Sharing Plan is sponsored by Southland Holdings, LLC, located in Texas. The sponsor's EIN is 204336627 and the plan operates in the Construction industry.
How did Southland Holdings, LLC 401(k) Profit Sharing Plan perform in 2023?
Southland Holdings, LLC 401(k) Profit Sharing Plan grew by 12.2% during 2023, moving from $70M to $79M in total assets. Net income was $9M.
Where can I find official filings for Southland Holdings, LLC 401(k) Profit Sharing Plan?
Official Form 5500 filings for Southland Holdings, LLC 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 204336627 or plan name at efast.dol.gov.
How does Southland Holdings, LLC 401(k) Profit Sharing Plan compare to other plans?
You can compare Southland Holdings, LLC 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 204336627.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.