401(k) · DOL Form 5500 · 2023

Southern Crown Partners, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
728
Participants Near avg headcount
79th
Percentile by assets National rank
$39,886
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Crown Partners, LLC Retirement Plan · Sponsored by Southern Crown Partners, LLC · Georgia · Wholesale Trade

$29M in assets, 728 participants

Southern Crown Partners, LLC's Southern Crown Partners, LLC Retirement Plan reported $29M in total assets and 728 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,908 in Wholesale Trade (6,309 peers)

Where Southern Crown Partners, LLC Retirement Plan sits by assets

Southern Crown Partners, LLC Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 728 participants (~$39,886/participant), up 34.6% in 2023.

#4,908
in Wholesale Trade (6,309 peers)
+34.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southern Crown Partners, LLC Retirement Plan's outsized position by total assets

Southern Crown Partners, LLC Retirement Plan vs every filed plan by assets

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

$29,036,830 Top 21% higher than 79% 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 Crown Partners, LLC 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 Crown Partners, LLC Retirement Plan sits mid-pack in the medium band (728 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Crown Partners, LLC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Southern Crown Partners, LLC Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Southern Crown Partners, LLC Retirement Plan reported participants rose from 572 in the plan year 2022 filing to 728 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260397238 · Southern Crown Partners, LLC PY 2023 · 401(k)

Southern Crown Partners, LLC Retirement Plan · $29M · 728 · 79th

  • 5500 $29M
  • 5500 728
  • 5500 79th
  • 5500 401(k)
  • 5500 near H.W. Culp Lumber Company Profit Sharing Plan
  • 5500 ind #4908

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 Georgia →

Southern Crown Partners, LLC Retirement Plan in the asset neighbourhood

Southern Crown Partners, LLC Retirement PlanSouthern Crown Partners, LLC…$29MH.W. Culp Lumber Company Profit Sharing PlanH.W. Culp Lumber Company Pro…$29MProject Management Advisors, Inc. 401(k) Plan and TrustProject Management Advisors,…$29MDick Anderson Construction, Inc. Profit Sharing PlanDick Anderson Construction, …$29MParadigm Oral Surgery 401(k) Profit Sharing PlanParadigm Oral Surgery 401(k)…$29M
End-of-year total assets ($M) among Southern Crown Partners, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$29M
Net Income$7M
Employer EIN260397238
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Crown Partners, LLC)

Sponsor-wide plan assets over time

All Southern Crown Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 55.879965251240606% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.6M $33.6M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 572 $22M
2023 1 728 $29M
2024 1 728 $34M

Nearby 401(k) Plans in Georgia

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

Southern Crown Partners, LLC Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Southern Crown Partners, LLC Retirement Plan, Total assets ($B): 0.02903683 · Participants: 728Southern Crown Partners, LLC Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Southern Crown Partners, LLC Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Southern Crown Partners, LLC Retirement Plan side-by-side with 3 peers →

Southern Crown Partners, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is H.W. Culp Lumber Company Profit Sharing Plan in NC ($29M); by covered participants it is Erp International 401(k) Retirement Plan in MD (728 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (728 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 Crown Partners, LLC Retirement Plan assets move in 2023? ▼
Southern Crown Partners, LLC Retirement Plan surged - up 34.6% during 2023, from $22M to $29M. Reported net income was $7M.
How have Southern Crown Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Crown Partners, LLC's sponsor-wide assets grew 55.9%, from $22M to $34M.
Where does Southern Crown Partners, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Southern Crown Partners, LLC Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southern Crown Partners, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is H.W. Culp Lumber Company Profit Sharing Plan in NC ($29M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Southern Crown Partners, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Erp International 401(k) Retirement Plan in MD (728 participants, $29M 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 260397238.

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.