401(k) · DOL Form 5500 · 2023

Southern Innovations, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
175
Participants Small participant base
69th
Percentile by assets National rank
$93,640
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Innovations, LLC 401(k) Profit Sharing Plan · Sponsored by Southern Innovations, LLC · Texas · Healthcare & Social Assistance

$16M in assets, 175 participants

Southern Innovations, LLC's Southern Innovations, LLC 401(k) Profit Sharing Plan reported $16M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,050 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Southern Innovations, LLC 401(k) Profit Sharing Plan covers 175 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#13,050
in Healthcare & Social Assistance (17,684 peers)
+36.1%
assets growth YoY

Southern Innovations, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Southern Innovations, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,387,037 Top 31% higher than 69% 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 Innovations, LLC 401(k) Profit Sharing 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 Innovations, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Innovations, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Southern Innovations, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Southern Innovations, LLC 401(k) Profit Sharing Plan reported participants rose from 148 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061653969 · Southern Innovations, LLC PY 2023 · 401(k)

Southern Innovations, LLC 401(k) Profit Sharing Plan · $16M · 175 · 69th

  • ASSETS $16M
  • PCT 175
  • EIN 69th
  • RANK 401(k)
  • PHOTO near B & I Contractors, Inc. 401(k) Plan
  • IND ind #13050

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Southern Innovations, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Southern Innovations, LLC 401(k) Profit Sharing PlanSouthern Innovations, LLC 40…$16MB & I Contractors, Inc. 401(k) PlanB & I Contractors, Inc. 401(…$16MJ & D Tube Benders Inc. Profit Sharing PlanJ & D Tube Benders Inc. Prof…$16M'alohilani Resort Waikiki Beach Employees' Investment Plan'alohilani Resort Waikiki Be…$16MKraemer Brothers Employee Retirement and Savings PlanKraemer Brothers Employee Re…$16M
End-of-year total assets ($M) among Southern Innovations, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN061653969
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Innovations, LLC)

Sponsor-wide plan assets over time

All Southern Innovations, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 75.48470835095075% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12M $21.1M ▲ +75.5%
Year Plans Participants Total Assets
2022 1 148 $12M
2023 1 175 $16M
2024 1 191 $21M

Nearby 401(k) Plans in Texas

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

Southern Innovations, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southern Innovations, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.016387037 · Participants: 175Southern Innovations, LLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Southern Innovations, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Southern Innovations, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southern Innovations, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is B & I Contractors, Inc. 401(k) Plan in FL ($16M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Innovations, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Southern Innovations, LLC 401(k) Profit Sharing Plan surged - up 36.1% during 2023, from $12M to $16M. Reported net income was $4M.
How have Southern Innovations, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Innovations, LLC's sponsor-wide assets grew 75.5%, from $12M to $21M.
Which 401(k) plans are similar in size to Southern Innovations, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is B & I Contractors, Inc. 401(k) Plan in FL ($16M, 734 participants).
Which 401(k) plans cover a similar participant headcount to Southern Innovations, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 participants, N/A 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 061653969.

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.