401(k) · DOL Form 5500 · 2023
Southern Trust Mortgage, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 230
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $74,532
- Avg per participant Below avg balance/head
Official DOL plan name: Southern Trust Mortgage 401(k) Plan · Sponsored by Southern Trust Mortgage, LLC · Virginia · Finance & Insurance
$17M in assets, 230 participants
Southern Trust Mortgage, LLC's Southern Trust Mortgage 401(k) Plan reported $17M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #4,917 in Finance & Insurance (8,869 peers)
Coverage in Virginia
Southern Trust Mortgage 401(k) Plan covers 230 participants in Virginia, about 29% of the average Virginia filer (state average ~782 per filing). Assets: $17M.
- #4,917
- in Finance & Insurance (8,869 peers)
- +9.9%
- assets growth YoY
Southern Trust Mortgage 401(k) Plan's outsized position by total assets
Southern Trust Mortgage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,142,362 Top 30% higher than 70% 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
Southern Trust Mortgage 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. Southern Trust Mortgage 401(k) Plan sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Trust Mortgage 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Southern Trust Mortgage 401(k) Plan reported participants fell from 302 in the plan year 2022 filing to 230 in the plan year 2023 filing.
- Southern Trust Mortgage 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
DOL schedule card
Filing strip 541872422 · Southern Trust Mortgage, LLC PY 2023 · 401(k)
Southern Trust Mortgage 401(k) Plan · $17M · 230 · 70th
- BOY $17M
- BOY 230
- BOY 70th
- BOY 401(k)
- BOY near Pilot Corporation 401(k) Plan
- BOY ind #4917
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 Finance & Insurance retirement plans → · Plans in Virginia →
Southern Trust Mortgage 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 541872422 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Trust Mortgage, LLC)
Sponsor-wide plan assets over time
All Southern Trust Mortgage, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 19.890467772248375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 302 | $16M |
| 2023 | 1 | 230 | $17M |
| 2024 | 1 | 188 | $19M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Southern Trust Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Pilot Corporation 401(k) Plan in TN ($17M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Pilot Corporation 401(k) Plan (TN) $17M · 2,764
- Wedriveu 401(k) Plan (CA) $17M · 850
- Robert B. Our Co., Inc. 401(k) Profit Sharing Plan (MA) $17M · 215
- Rainfocus, LLC 401(k) Plan (UT) $17M · 331
Similar participant headcount
Nearest other-state filings by covered participants (230 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.