401(k) · DOL Form 5500 · 2023

Sunsouth LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 453
Participants Below avg headcount: 72nd
Percentile by assets National rank: $42,593
Avg per participant Low balance/head

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Official DOL plan name: Sunsouth LLC 401(k) Plan · Sponsored by Sunsouth LLC · Alabama · Wholesale Trade

$19M in assets, 453 participants

Sunsouth LLC's Sunsouth LLC 401(k) Plan reported $19M in total assets and 453 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

#4,332 in Wholesale Trade (6,309 peers)

Sunsouth LLC multi-year trail

Sunsouth LLC's plans moved +29.7% in assets from 2022 to 2024; this filing shows Sunsouth LLC 401(k) Plan at $19M / 453 participants.

#4,332
in Wholesale Trade (6,309 peers): +15.6%
assets growth YoY

Sunsouth LLC 401(k) Plan's outsized position by total assets

Sunsouth LLC 401(k) Plan vs every filed plan by assets

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

$19,294,552 Top 28% higher than 72% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sunsouth 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. Sunsouth LLC 401(k) Plan sits mid-pack in the medium band (453 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Sunsouth LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Sunsouth LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Sunsouth LLC 401(k) Plan reported participants rose from 439 in the plan year 2022 filing to 453 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204736728 · Sunsouth LLC PY 2023 · 401(k)

Sunsouth LLC 401(k) Plan · $19M · 453 · 72nd

TYPE $19M
TYPE 453
TYPE 72nd
TYPE 401(k)
TYPE near Getty Realty Corp. Retirement and Profit Sharing Plan
TYPE ind #4332

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 Alabama →

End-of-year total assets ($M) among Sunsouth LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sunsouth LLC multi-year asset trail

Latest sponsor-wide plan assets: $22M 29.65630408010629% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	439	$17M
2023	1	453	$19M
2024	1	436	$22M

Sunsouth LLC filing trail (2023)

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$19M
Net Income	$3M
Employer EIN	204736728
Plan Effective Date	2006-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Sunsouth LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Sunsouth LLC 401(k) Plan side-by-side with 3 peers →

Sunsouth LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Getty Realty Corp. Retirement and Profit Sharing Plan in NY ($19M); by covered participants it is American Car Center/American Financial 401(k) Plan in DE (453 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Getty Realty Corp. Retirement and Profit Sharing Plan (NY) $19M · 32
Atlas Healthcare, LLC 401(k) Plan (NJ) $19M · 1,294
Diocesan Publications 401(k) Profit Sharing Plan (MI) $19M · 151
Hunter Contracting Co. Inc. Profit Sharing Plan & Trust (AZ) $19M · 433

Similar participant headcount

Nearest other-state filings by covered participants (453 participants); asset peers above are excluded.

American Car Center/American Financial 401(k) Plan (DE) 453 · 0 off
Epic Care 401(k) Profit Sharing Plan (CA) 453 · 0 off
Lockheed Martin Savings Plan for Employees in Puerto Rico (MD) 453 · 0 off
Communitycare 401(k) Savings Plan (OK) 453 · 0 off

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 Sunsouth LLC 401(k) Plan assets move in 2023? ▼

Sunsouth LLC 401(k) Plan grew sharply - up 15.6% during 2023, from $17M to $19M. Reported net income was $3M.

How have Sunsouth LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sunsouth LLC's sponsor-wide assets grew 29.7%, from $17M to $22M.

Which 401(k) plans are similar in size to Sunsouth LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Getty Realty Corp. Retirement and Profit Sharing Plan in NY ($19M, 32 participants).

Which 401(k) plans cover a similar participant headcount to Sunsouth LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is American Car Center/American Financial 401(k) Plan in DE (453 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 204736728.