401(k) · DOL Form 5500 · 2023

Southern Management Companies LLC 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
1,937
Participants Near avg headcount
90th
Percentile by assets National rank
$43,335
Avg per participant Low balance/head
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Official DOL plan name: Southern Management Companies LLC 401(k) Savings Plan · Sponsored by Southern Management Companies LLC · Virginia · Real Estate

$84M in assets, 1,937 participants

Southern Management Companies LLC's Southern Management Companies LLC 401(k) Savings Plan reported $84M in total assets and 1,937 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,584 in Real Estate (4,727 peers)

Coverage in Virginia

Southern Management Companies LLC 401(k) Savings Plan covers 1,937 participants in Virginia, 2.5x the typical Virginia plan (state average ~782 per filing). Assets: $84M.

#4,584
in Real Estate (4,727 peers)
+14.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Southern Management Companies LLC 401(k) Savings Plan's outsized position by total assets

Southern Management Companies LLC 401(k) Savings Plan vs every filed plan by assets

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

$83,940,151 Top 10% higher than 90% 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 Management Companies LLC 401(k) Savings Plan's large-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 Management Companies LLC 401(k) Savings Plan lands in the large band (1,937 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Management Companies LLC 401(k) Savings Plan reported net income rose from -$16M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Southern Management Companies LLC 401(k) Savings Plan end-of-year assets rose from $73M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Southern Management Companies LLC 401(k) Savings Plan reported participants rose from 1,850 in the plan year 2022 filing to 1,937 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521223227 · Southern Management Companies LLC PY 2023 · 401(k)

Southern Management Companies LLC 401(k) Savings Plan · $84M · 1,937 · 90th

  • NET $84M
  • NET 1,937
  • NET 90th
  • NET 401(k)
  • NET near Eye Health Northwest, P.C. 401(k) Profit Sharing Plan and Trust
  • NET ind #4584

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 Real Estate retirement plans → · Plans in Virginia →

Southern Management Companies LLC 401(k) Savings Plan in the asset neighbourhood

Bozzuto's, Inc. 401(k) Plan$84MSouthern Management Companies LLC 401(k) Savings PlanSouthern Management Companie…$84MEye Health Northwest, P.C. 401(k) Profit Sharing Plan and TrustEye Health Northwest, P.C. 4…$84MKlx Energy Services 401(k) PlanKlx Energy Services 401(k) P…$84MKlx Energy Services 401(k) PlanKlx Energy Services 401(k) P…$84M
End-of-year total assets ($M) among Southern Management Companies LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$84M
Net Income$11M
Employer EIN521223227
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Management Companies LLC)

Sponsor-wide plan assets over time

All Southern Management Companies LLC plans reported in each filing year

Latest sponsor-wide plan assets
$92M 24.887163479097175% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.4M $91.7M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 1,850 $73M
2023 1 1,937 $84M
2024 1 2,051 $92M

Nearby 401(k) Plans in Virginia

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

Southern Management Companies LLC 401(k) Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Southern Management Companies LLC 401(k) Savings Plan, Total assets ($B): 0.083940151 · Participants: 1937Southern Management Companies LLC 401(k) Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Southern Management Companies LLC 401(k) Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Southern Management Companies LLC 401(k) Savings Plan side-by-side with 3 peers →

Southern Management Companies LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Eye Health Northwest, P.C. 401(k) Profit Sharing Plan and Trust in OR ($84M); by covered participants it is Thompson Construction Group, Inc. 401(k) Profit Sharing Plan in SC (1,937 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($84M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,937 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 Management Companies LLC 401(k) Savings Plan assets move in 2023? ▼
Southern Management Companies LLC 401(k) Savings Plan grew at a solid clip - up 14.4% during 2023, from $73M to $84M. Reported net income was $11M.
How have Southern Management Companies LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Management Companies LLC's sponsor-wide assets grew 24.9%, from $73M to $92M.
Where does Southern Management Companies LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Southern Management Companies LLC 401(k) Savings Plan ranks in the 90th 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 401(k) plans are similar in size to Southern Management Companies LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eye Health Northwest, P.C. 401(k) Profit Sharing Plan and Trust in OR ($84M, 391 participants).
Which 401(k) plans cover a similar participant headcount to Southern Management Companies LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thompson Construction Group, Inc. 401(k) Profit Sharing Plan in SC (1,937 participants, $58M 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 521223227.

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.