401(k) · DOL Form 5500 · 2023

Southern Ionics Incorporated 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
320
Participants Below avg headcount
88th
Percentile by assets National rank
$204,335
Avg per participant Above avg balance/head
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Official DOL plan name: Southern Ionics Incorporated 401(k) Profit Sharing Plan · Sponsored by Southern Ionics Incorporated · Mississippi · Manufacturing

$65M in assets, 320 participants

Southern Ionics Incorporated's Southern Ionics Incorporated 401(k) Profit Sharing Plan reported $65M in total assets and 320 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,424 in Manufacturing (18,722 peers)

Where Southern Ionics Incorporated 401(k) Profit Sharing Plan sits by assets

Southern Ionics Incorporated 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $65M for 320 participants (~$204,335/participant), up 19.4% in 2023.

#15,424
in Manufacturing (18,722 peers)
+19.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Southern Ionics Incorporated 401(k) Profit Sharing Plan's outsized position by total assets

Southern Ionics Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets

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

$65,387,298 Top 12% higher than 88% 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 Ionics Incorporated 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 Ionics Incorporated 401(k) Profit Sharing Plan sits mid-pack in the medium band (320 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Ionics Incorporated 401(k) Profit Sharing Plan reported net income rose from -$16M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Southern Ionics Incorporated 401(k) Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Southern Ionics Incorporated 401(k) Profit Sharing Plan reported participants rose from 307 in the plan year 2022 filing to 320 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630800759 · Southern Ionics Incorporated PY 2023 · 401(k)

Southern Ionics Incorporated 401(k) Profit Sharing Plan · $65M · 320 · 88th

  • NET $65M
  • BOOK 320
  • VS-ST 88th
  • BOY 401(k)
  • SCH near Banco De Sabadell, S.a. 401(k) Plan
  • EBSA ind #15424

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 Manufacturing retirement plans → · Plans in Mississippi →

Southern Ionics Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood

Educators Credit Union 401(k) Plan & TrustEducators Credit Union 401(k…$65MSouthern Ionics Incorporated 401(k) Profit Sharing PlanSouthern Ionics Incorporated…$65MBanco De Sabadell, S.a. 401(k) PlanBanco De Sabadell, S.a. 401(…$65MRho, Inc. Employees Savings TrustRho, Inc. Employees Savings …$65MGlenwood Management Corporation 401(k) Savings PlanGlenwood Management Corporat…$65M
End-of-year total assets ($M) among Southern Ionics Incorporated 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$65M
Net Income$11M
Employer EIN630800759
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Ionics Incorporated)

Sponsor-wide plan assets over time

All Southern Ionics Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$78M 42.65146853247001% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.7M $78.1M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 307 $55M
2023 1 320 $65M
2024 1 323 $78M

Nearby 401(k) Plans in Mississippi

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

Southern Ionics Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 02004006008001000 Total assets ($M) Participants Southern Ionics Incorporated 401(k) Profit Sharing Plan, Total assets ($M): 65.387298 · Participants: 320Southern Ionics Incorporated 401(k) Profit Sharing 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 Ionics Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Southern Ionics Incorporated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Southern Ionics Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Banco De Sabadell, S.a. 401(k) Plan in FL ($65M); by covered participants it is Loudpack Retirement Savings Plan 401(k) Plan & Trust in CA (320 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (320 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 Ionics Incorporated 401(k) Profit Sharing Plan assets move in 2023? ▼
Southern Ionics Incorporated 401(k) Profit Sharing Plan grew sharply - up 19.4% during 2023, from $55M to $65M. Reported net income was $11M.
How have Southern Ionics Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Ionics Incorporated's sponsor-wide assets grew 42.7%, from $55M to $78M.
Where does Southern Ionics Incorporated 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Southern Ionics Incorporated 401(k) Profit Sharing Plan ranks in the 88th 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 Ionics Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Banco De Sabadell, S.a. 401(k) Plan in FL ($65M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Southern Ionics Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Loudpack Retirement Savings Plan 401(k) Plan & Trust in CA (320 participants, $1M 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 630800759.

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.