Profit Sharing · DOL Form 5500 · 2023

The Southern Group Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
30th
Percentile by assets National rank
$376,536
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Southern Group Inc Profit Sharing Plan · Sponsored by The Southern Group Inc · Ohio · Construction

$2M in assets, 5 participants

The Southern Group Inc's The Southern Group Inc Profit Sharing Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,493 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 Profit Sharing Plan at $2M / 5 participants.

#2,493
in Construction (9,030 peers)
+28.1%
assets growth YoY

The Southern Group Inc Profit Sharing Plan among the smaller filed plans by assets

The Southern Group Inc Profit Sharing Plan vs every filed plan by assets

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

$1,882,682 30th percentile higher than 30% 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 Profit Sharing 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 Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Southern Group Inc Profit Sharing Plan reported net income rose from -$473K in the plan year 2022 filing to $413K in the plan year 2023 filing.
  • The Southern Group Inc Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Southern Group Inc Profit Sharing Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311204334 · The Southern Group Inc PY 2023 · Profit Sharing

The Southern Group Inc Profit Sharing Plan · $2M · 5 · 30th

  • IND $2M
  • IND 5
  • IND 30th
  • IND Profit Sharing
  • IND near Ramon a. Marrero Maldonado Retirement Plan
  • IND ind #2493

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 Profit Sharing Plan in the asset neighbourhood

The Southern Group Inc Profit Sharing PlanThe Southern Group Inc Profi…$2MRamon a. Marrero Maldonado Retirement PlanRamon a. Marrero Maldonado R…$2MKemper & Associates, Inc. Profit Sharing PlanKemper & Associates, Inc. Pr…$2MUnimeasure, Inc. Profit Sharing PlanUnimeasure, Inc. Profit Shar…$2MFriedman & Friedman, P.a. Profit Sharing PlanFriedman & Friedman, P.a. Pr…$2M
End-of-year total assets ($M) among The Southern Group Inc Profit Sharing Plan and nearest nationwide Profit Sharing 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)$1M
Net Assets (End of Year)$2M
Net Income$413K
Employer EIN311204334
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Southern Group Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants The Southern Group Inc Profit Sharing Plan, Total assets ($B): 0.001882682 · Participants: 5The Southern Group Inc Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
The Southern Group Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare The Southern Group Inc Profit Sharing Plan side-by-side with 3 peers →

The Southern Group Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Ramon a. Marrero Maldonado Retirement Plan in PR ($2M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 The Southern Group Inc Profit Sharing Plan assets move in 2023? ▼
The Southern Group Inc Profit Sharing Plan grew sharply - up 28.1% during 2023, from $1M to $2M. Reported net income was $413K.
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 Profit Sharing plans are similar in size to The Southern Group Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ramon a. Marrero Maldonado Retirement Plan in PR ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to The Southern Group Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 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.