Money Purchase · DOL Form 5500 · 2023

Southern States Savings & Retirement Plan Trust Money Purchase Plan

Data updated 2026-08-25

$178M
Total assets Near avg plan size
13,258
Participants Very large workforce
94th
Percentile by assets National rank
$13,442
Avg per participant Low balance/head
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Official DOL plan name: Southern States Savings & Retirement Plan Trust · Sponsored by Southern States Savings & Retirement Plan Trust · Florida · Transportation & Warehousing

$178M in assets, 13,258 participants

Southern States Savings & Retirement Plan Trust's Southern States Savings & Retirement Plan Trust reported $178M in total assets and 13,258 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,117 in Transportation & Warehousing (3,362 peers)

Coverage in Florida

Southern States Savings & Retirement Plan Trust covers 13,258 participants in Florida, 21x the typical Florida plan (state average ~628 per filing). Assets: $178M.

#3,117
in Transportation & Warehousing (3,362 peers)
+11.1%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Southern States Savings & Retirement Plan Trust's outsized position by total assets

Southern States Savings & Retirement Plan Trust vs every filed plan by assets

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

$178,216,433 Top 6% higher than 94% 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 States Savings & Retirement Plan Trust's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern States Savings & Retirement Plan Trust is a mega filing (13,258 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern States Savings & Retirement Plan Trust reported net income rose from -$25M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Southern States Savings & Retirement Plan Trust end-of-year assets rose from $160M in the plan year 2022 filing to $178M in the plan year 2023 filing.
  • Southern States Savings & Retirement Plan Trust reported participants rose from 13,122 in the plan year 2022 filing to 13,258 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591785571 · Southern States Savings & Retirement Plan Trust PY 2023 · Money Purchase

Southern States Savings & Retirement Plan Trust · $178M · 13,258 · 94th

  • ASSETS $178M
  • ASSETS 13,258
  • ASSETS 94th
  • ASSETS Money Purchase
  • ASSETS near Construction Laborers Annuity Plan for Southern California
  • ASSETS ind #3117

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Southern States Savings & Retirement Plan Trust in the asset neighbourhood

Sheet Metal Workers Local 219 Retirement Savings FundSheet Metal Workers Local 21…$184MPlumbers Local 24 Annuity FundPlumbers Local 24 Annuity Fu…$183MSouthern States Savings & Retirement Plan TrustSouthern States Savings & Re…$178MConstruction Laborers Annuity Plan for Southern CaliforniaConstruction Laborers Annuit…$177MEquinor US Holdings Inc. Money Purchase Pension PlanEquinor US Holdings Inc. Mon…$174M
End-of-year total assets ($M) among Southern States Savings & Retirement Plan Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$160M
Net Assets (End of Year)$178M
Net Income$18M
Employer EIN591785571
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern States Savings & Retirement Plan Trust)

Sponsor-wide plan assets over time

All Southern States Savings & Retirement Plan Trust plans reported in each filing year

Latest sponsor-wide plan assets
$193M 20.252870678546145% vs 2022
2024 filing year
$150M$160M$170M$180M$190M$200M 202220232024 $160M $193M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 13,122 $160M
2023 1 13,258 $178M
2024 1 13,122 $193M

Nearby Money Purchase Plans in Florida

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

Southern States Savings & Retirement Plan Trust vs. nearby Money Purchase plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400500 Total assets ($M) Participants Southern States Savings & Retirement Plan Trust, Total assets ($M): 178.216433 · Participants: 13258Southern States Savings & Retirement Plan TrustElliott Money Purchase Pension Plan, Total assets ($M): 389.469568 · Participants: 448Elliott Money Purchase Pension PlanNECA-IBEW 177 Pension Fund, Total assets ($M): 129.372481 · Participants: 1443NECA-IBEW 177 Pension FundLifelink Foundation, Inc. Retirement Plan, Total assets ($M): 95.257903 · Participants: 476Lifelink Foundation, Inc. Retirement PlanI.B.E.W. Local Union No. 728 Annuity Fund, Total assets ($M): 87.961465 · Participants: 1712I.B.E.W. Local Union No. 728 Annuity FundPine Crest Preparatory School, Inc. Money Purchase Pension Plan, Total assets ($M): 66.469354 · Participants: 378Pine Crest Preparatory School, Inc. Money Purchase Pension Plan
Southern States Savings & Retirement Plan Trust vs. nearby Money Purchase plans in Florida, assets vs. participants
Compare Southern States Savings & Retirement Plan Trust side-by-side with 3 peers →

Scale composition for Southern States Savings & Retirement Plan Trust

Southern States Savings & Retirement Plan Trust reports $178M in end-of-year assets across 13,258 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $13,442 per participant (10% of the national average assets-per-participant) . Net income for plan year 2023 was $18M.

This plan identity (EIN 591785571, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $160M to $193M (+20.3%) while covered participants moved from 13,122 to 13,122 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,122 $160M Open filing
2023 13,258 $178M This page
2024 · index core 13,122 $193M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Southern States Savings & Retirement Plan Trust's out-of-state Money Purchase peers by assets and headcount

Outside Florida, the nearest Money Purchase by assets is Construction Laborers Annuity Plan for Southern California in CA ($177M); by covered participants it is Harvard University Defined Contribution Retirement Plan in MA (13,259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13,258 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 States Savings & Retirement Plan Trust assets move in 2023? ▼
Southern States Savings & Retirement Plan Trust grew at a solid clip - up 11.1% during 2023, from $160M to $178M. Reported net income was $18M.
How have Southern States Savings & Retirement Plan Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern States Savings & Retirement Plan Trust's sponsor-wide assets grew 20.3%, from $160M to $193M.
Where does Southern States Savings & Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Southern States Savings & Retirement Plan Trust ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Southern States Savings & Retirement Plan Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Construction Laborers Annuity Plan for Southern California in CA ($177M, 44,665 participants).
Which Money Purchase plans cover a similar participant headcount to Southern States Savings & Retirement Plan Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Harvard University Defined Contribution Retirement Plan in MA (13,259 participants, $1.8B 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 591785571.

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.