401(k) · DOL Form 5500 · 2023

Southern Specialties, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
133
Participants Small participant base
51st
Percentile by assets National rank
$51,975
Avg per participant Low balance/head
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Official DOL plan name: Southern Specialties, Inc. 401(k) Plan · Sponsored by Southern Specialties, Inc. · Florida · Wholesale Trade

$7M in assets, 133 participants

Southern Specialties, Inc.'s Southern Specialties, Inc. 401(k) Plan reported $7M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,561 in Wholesale Trade (6,309 peers)

Coverage in Florida

Southern Specialties, Inc. 401(k) Plan covers 133 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#2,561
in Wholesale Trade (6,309 peers)
+15.4%
assets growth YoY

Southern Specialties, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Southern Specialties, Inc. 401(k) Plan vs every filed plan by assets

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

$6,912,676 Top 49% higher than 51% 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 Specialties, Inc. 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 Specialties, Inc. 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Specialties, Inc. 401(k) Plan reported net income rose from -$855K in the plan year 2022 filing to $923K in the plan year 2023 filing.
  • Southern Specialties, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Southern Specialties, Inc. 401(k) Plan reported participants rose from 116 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 650304844 · Southern Specialties, Inc. PY 2023 · 401(k)

Southern Specialties, Inc. 401(k) Plan · $7M · 133 · 51st

  • SCH $7M
  • SCH 133
  • SCH 51st
  • SCH 401(k)
  • SCH near American Interstate Bancorporation 401(k) Plan & Trust
  • SCH ind #2561

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 Wholesale Trade retirement plans → · Plans in Florida →

Southern Specialties, Inc. 401(k) Plan in the asset neighbourhood

Southern Specialties, Inc. 401(k) PlanSouthern Specialties, Inc. 4…$7MAmerican Interstate Bancorporation 401(k) Plan & TrustAmerican Interstate Bancorpo…$7MHygieneering, Inc. 401(k) PlanHygieneering, Inc. 401(k) Pl…$7MHoff Companies 401(k) Plan$7MTown Square Mortgage & Investments, LLC 401(k) PlanTown Square Mortgage & Inves…$7M
End-of-year total assets ($M) among Southern Specialties, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$923K
Employer EIN650304844
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Specialties, Inc.)

Sponsor-wide plan assets over time

All Southern Specialties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.414627239863307% vs 2022
2023 filing year
$5.5M$6M$6.5M$7M$7.5M 20222023 $5.99M $6.91M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 116 $6M
2023 1 133 $7M

Nearby 401(k) Plans in Florida

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

Southern Specialties, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southern Specialties, Inc. 401(k) Plan, Total assets ($B): 0.006912676 · Participants: 133Southern Specialties, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Southern Specialties, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southern Specialties, Inc. 401(k) Plan side-by-side with 3 peers →

Southern Specialties, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is American Interstate Bancorporation 401(k) Plan & Trust in NE ($7M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Specialties, Inc. 401(k) Plan assets move in 2023? ▼
Southern Specialties, Inc. 401(k) Plan grew sharply - up 15.4% during 2023, from $6M to $7M. Reported net income was $923K.
How have Southern Specialties, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Southern Specialties, Inc.'s sponsor-wide assets grew 15.4%, from $6M to $7M.
Which 401(k) plans are similar in size to Southern Specialties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Interstate Bancorporation 401(k) Plan & Trust in NE ($7M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Southern Specialties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 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 650304844.

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.