401(k) · DOL Form 5500 · 2023

Southern Development Resources, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
203
Participants Below avg headcount
80th
Percentile by assets National rank
$162,543
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Development Resources, LLC Retirement Plan · Sponsored by Southern Development Resources, LLC · Mississippi · Healthcare & Social Assistance

$33M in assets, 203 participants

Southern Development Resources, LLC's Southern Development Resources, LLC Retirement Plan reported $33M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,756 in Healthcare & Social Assistance (17,684 peers)

Where Southern Development Resources, LLC Retirement Plan sits by assets

Southern Development Resources, LLC Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 203 participants (~$162,543/participant), up 11.8% in 2023.

#14,756
in Healthcare & Social Assistance (17,684 peers)
+11.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southern Development Resources, LLC Retirement Plan's outsized position by total assets

Southern Development Resources, LLC Retirement Plan vs every filed plan by assets

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

$32,996,250 Top 20% higher than 80% 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 Development Resources, 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 Development Resources, LLC Retirement Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Development Resources, LLC Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southern Development Resources, LLC Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Southern Development Resources, LLC Retirement Plan reported participants fell from 220 in the plan year 2022 filing to 203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640900779 · Southern Development Resources, LLC PY 2023 · 401(k)

Southern Development Resources, LLC Retirement Plan · $33M · 203 · 80th

  • EIN $33M
  • EIN 203
  • EIN 80th
  • EIN 401(k)
  • EIN near Cummings Electrical 401(k) Plan
  • EIN ind #14756

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 Mississippi →

Southern Development Resources, LLC Retirement Plan in the asset neighbourhood

Southern Development Resources, LLC Retirement PlanSouthern Development Resourc…$33MCummings Electrical 401(k) PlanCummings Electrical 401(k) P…$33MFuscoe Engineering, Inc. 401(k) Profit Sharing Plan & TrustFuscoe Engineering, Inc. 401…$33MIntegrated Medical Services, Inc. 401(k) Profit Sharing PlanIntegrated Medical Services,…$33MRoss Controls Retirement Plan$33M
End-of-year total assets ($M) among Southern Development Resources, 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)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN640900779
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Development Resources, LLC)

Sponsor-wide plan assets over time

All Southern Development Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 19.818390462505114% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.5M $35.4M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 220 $30M
2023 1 203 $33M
2024 1 267 $35M

Nearby 401(k) Plans in Mississippi

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

Southern Development Resources, LLC Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Southern Development Resources, LLC Retirement Plan, Total assets ($M): 32.99625 · Participants: 203Southern Development Resources, LLC Retirement PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Southern Development Resources, LLC Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Southern Development Resources, LLC Retirement Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Cummings Electrical 401(k) Plan in TX ($33M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Development Resources, LLC Retirement Plan assets move in 2023? ▼
Southern Development Resources, LLC Retirement Plan grew at a solid clip - up 11.8% during 2023, from $30M to $33M. Reported net income was $3M.
How have Southern Development Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Development Resources, LLC's sponsor-wide assets grew 19.8%, from $30M to $35M.
Where does Southern Development Resources, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Southern Development Resources, LLC Retirement Plan ranks in the 80th 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 Development Resources, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cummings Electrical 401(k) Plan in TX ($33M, 578 participants).
Which 401(k) plans cover a similar participant headcount to Southern Development Resources, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M 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 640900779.

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.