Money Purchase · DOL Form 5500 · 2023

The Southern Group Inc Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
41st
Percentile by assets National rank
$591,546
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Southern Group Inc Money Purchase Pension Plan · Sponsored by The Southern Group Inc · Ohio · Construction

$4M in assets, 7 participants

The Southern Group Inc's The Southern Group Inc Money Purchase Pension Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,493 in Construction (9,030 peers)

The Southern Group Inc multi-year trail

The Southern Group Inc's plans moved +50.2% in assets from 2022 to 2024; this filing shows The Southern Group Inc Money Purchase Pension Plan at $4M / 7 participants.

#3,493
in Construction (9,030 peers)
+24.5%
assets growth YoY

The Southern Group Inc Money Purchase Pension Plan's mid-pack asset rank among Construction and all filers

The Southern Group Inc Money Purchase Pension Plan vs every filed plan by assets

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

$4,140,821 41st percentile higher than 41% 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

The Southern Group Inc Money Purchase Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Southern Group Inc Money Purchase Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Southern Group Inc Money Purchase Pension Plan reported net income rose from -$749K in the plan year 2022 filing to $815K in the plan year 2023 filing.
  • The Southern Group Inc Money Purchase Pension Plan reported participants rose from 5 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • The Southern Group Inc Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311204334 · The Southern Group Inc PY 2023 · Money Purchase

The Southern Group Inc Money Purchase Pension Plan · $4M · 7 · 41st

  • RANK $4M
  • RANK 7
  • RANK 41st
  • RANK Money Purchase
  • RANK near Local 210 - Affiliated Annuity Fund
  • RANK ind #3493

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 Construction retirement plans → · Plans in Ohio →

The Southern Group Inc Money Purchase Pension Plan in the asset neighbourhood

The Exploratorium Defined Contribution RetirementThe Exploratorium Defined Co…$4MBoys & Girls Clubs of Chicago 401(k) PlanBoys & Girls Clubs of Chicag…$4MThe Southern Group Inc Money Purchase Pension PlanThe Southern Group Inc Money…$4MLocal 210 - Affiliated Annuity FundLocal 210 - Affiliated Annui…$4MWayne Center 401(a)DC Plan$4M
End-of-year total assets ($M) among The Southern Group Inc Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

The Southern Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All The Southern Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 50.24130038195989% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.8M $7.2M ▲ +50.0%
Year Plans Participants Total Assets
2022 2 9 $5M
2023 2 12 $6M
2024 2 11 $7M

The Southern Group Inc filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$815K
Employer EIN311204334
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

The Southern Group Inc Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants The Southern Group Inc Money Purchase Pension Plan, Total assets ($B): 0.004140821 · Participants: 7The Southern Group Inc Money Purchase Pension PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
The Southern Group Inc Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare The Southern Group Inc Money Purchase Pension Plan side-by-side with 3 peers →

The Southern Group Inc Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Local 210 - Affiliated Annuity Fund in NY ($4M); by covered participants it is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

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 The Southern Group Inc Money Purchase Pension Plan assets move in 2023? ▼
The Southern Group Inc Money Purchase Pension Plan grew sharply - up 24.5% during 2023, from $3M to $4M. Reported net income was $815K.
How have The Southern Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Southern Group Inc's sponsor-wide assets grew 50.2%, from $5M to $7M.
Which Money Purchase plans are similar in size to The Southern Group Inc Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Local 210 - Affiliated Annuity Fund in NY ($4M, 221 participants).
Which Money Purchase plans cover a similar participant headcount to The Southern Group Inc Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Houston Co. Water Control & Improvement Dist. No. 1 Money Purchase Pension Plan & Trust in TX (7 participants, $629K 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 311204334.

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.