401(k) · DOL Form 5500 · 2023

Southern States Automotive Mgmt. Gr LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
135
Participants Small participant base
43rd
Percentile by assets National rank
$34,013
Avg per participant Low balance/head
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Official DOL plan name: Southern States Automotive Mgmt. Group LLC 401(k) Plan · Sponsored by Southern States Automotive Mgmt. Gr LLC · North Carolina · Retail Trade

$5M in assets, 135 participants

Southern States Automotive Mgmt. Gr LLC's Southern States Automotive Mgmt. Group LLC 401(k) Plan reported $5M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,494 in Retail Trade (8,414 peers)

Coverage in North Carolina

Southern States Automotive Mgmt. Group LLC 401(k) Plan covers 135 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#4,494
in Retail Trade (8,414 peers)
+19.1%
assets growth YoY

Southern States Automotive Mgmt. Group LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Southern States Automotive Mgmt. Group LLC 401(k) Plan vs every filed plan by assets

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

$4,591,768 43rd percentile higher than 43% 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 States Automotive Mgmt. Group LLC 401(k) 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 States Automotive Mgmt. Group LLC 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern States Automotive Mgmt. Group LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $737K in the plan year 2023 filing.
  • Southern States Automotive Mgmt. Group LLC 401(k) Plan reported participants rose from 101 in the plan year 2022 filing to 135 in the plan year 2023 filing.
  • Southern States Automotive Mgmt. Group LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 820793290 · Southern States Automotive Mgmt. Gr LLC PY 2023 · 401(k)

Southern States Automotive Mgmt. Group LLC 401(k) Plan · $5M · 135 · 43rd

  • EBSA $5M
  • PART 135
  • TYPE 43rd
  • NET 401(k)
  • BOOK near Zoe Holding Company, Inc 401(k) Plan
  • VS-ST ind #4494

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 Retail Trade retirement plans → · Plans in North Carolina →

Southern States Automotive Mgmt. Group LLC 401(k) Plan in the asset neighbourhood

Southern States Automotive Mgmt. Group LLC 401(k) PlanSouthern States Automotive M…$5MZoe Holding Company, Inc 401(k) PlanZoe Holding Company, Inc 401…$5MThompson Trucking, Inc. 401(k) Profit Sharing PlanThompson Trucking, Inc. 401(…$5MIntech Mechanical Company LLC 401(k) Profit Sharing PlanIntech Mechanical Company LL…$5MLamb Chevrolet, Inc. 401(k) Profit Sharing PlanLamb Chevrolet, Inc. 401(k) …$5M
End-of-year total assets ($M) among Southern States Automotive Mgmt. Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$737K
Employer EIN820793290
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern States Automotive Mgmt. Gr LLC)

Sponsor-wide plan assets over time

All Southern States Automotive Mgmt. Gr LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 48.42145045864587% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.86M $5.72M ▲ +48.2%
Year Plans Participants Total Assets
2022 1 101 $4M
2023 1 135 $5M
2024 1 142 $6M

Nearby 401(k) Plans in North Carolina

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

Southern States Automotive Mgmt. Group LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Southern States Automotive Mgmt. Group LLC 401(k) Plan, Total assets ($B): 0.004591768 · Participants: 135Southern States Automotive Mgmt. Group LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Southern States Automotive Mgmt. Group LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Southern States Automotive Mgmt. Group LLC 401(k) Plan side-by-side with 3 peers →

Southern States Automotive Mgmt. Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Zoe Holding Company, Inc 401(k) Plan in AZ ($5M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 States Automotive Mgmt. Group LLC 401(k) Plan assets move in 2023? ▼
Southern States Automotive Mgmt. Group LLC 401(k) Plan grew sharply - up 19.1% during 2023, from $4M to $5M. Reported net income was $737K.
How have Southern States Automotive Mgmt. Gr LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern States Automotive Mgmt. Gr LLC's sponsor-wide assets grew 48.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Southern States Automotive Mgmt. Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zoe Holding Company, Inc 401(k) Plan in AZ ($5M, 2,509 participants).
Which 401(k) plans cover a similar participant headcount to Southern States Automotive Mgmt. Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 820793290.

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.