401(k) · DOL Form 5500 · 2024

Southern Capital Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
25th
Percentile by assets National rank
$142,690
Avg per participant Near avg balance/head
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Official DOL plan name: Southern Capital Advisors, LLC Safe Harbor 401(k) Plan · Sponsored by Southern Capital Advisors, LLC · Tennessee · Finance & Insurance

$1M in assets, 9 participants

Southern Capital Advisors, LLC's Southern Capital Advisors, LLC Safe Harbor 401(k) Plan reported $1M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,286 in Finance & Insurance (8,549 peers)

Southern Capital Advisors, LLC multi-year trail

Southern Capital Advisors, LLC's plans moved +143.8% in assets from 2022 to 2024; this filing shows Southern Capital Advisors, LLC Safe Harbor 401(k) Plan at $1M / 9 participants.

#1,286
in Finance & Insurance (8,549 peers)
+43.6%
assets growth YoY

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan among the smaller filed plans by assets

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,284,212 25th percentile higher than 25% of 123,620 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 2024

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Capital Advisors, LLC Safe Harbor 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Capital Advisors, LLC Safe Harbor 401(k) Plan end-of-year assets rose from $894K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Southern Capital Advisors, LLC Safe Harbor 401(k) Plan reported net income rose from $368K in the plan year 2023 filing to $390K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 823410289 · Southern Capital Advisors, LLC PY 2024 · 401(k)

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan · $1M · 9 · 25th

  • IND $1M
  • EOY 9
  • 5500 25th
  • ASSETS 401(k)
  • PCT near Masonic Home of Missouri Employees 401(k) Plan
  • EIN ind #1286

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 Tennessee →

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan in the asset neighbourhood

Southern Capital Advisors, LLC Safe Harbor 401(k) PlanSouthern Capital Advisors, L…$1MMasonic Home of Missouri Employees 401(k) PlanMasonic Home of Missouri Emp…$1MPharm-Rx Chemical Corporation 401(k) Profit Sharing Plan & TrustPharm-Rx Chemical Corporatio…$1MDominick Zangari Jr Md Inc 401(k) Profit Sharing Plan & TrustDominick Zangari Jr Md Inc 4…$1MBock Ventures Retirement Plan$1M
End-of-year total assets ($M) among Southern Capital Advisors, LLC Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southern Capital Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southern Capital Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 143.80608845054914% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.53M $1.28M ▲ +141.5%
Year Plans Participants Total Assets
2022 1 8 $527K
2023 1 9 $894K
2024 1 9 $1M

Southern Capital Advisors, LLC filing trail (2024)

Total Assets (Beginning of Year)$894K
Net Assets (End of Year)$1M
Net Income$390K
Employer EIN823410289
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Southern Capital Advisors, LLC Safe Harbor 401(k) Plan, Total assets ($B): 0.001284212 · Participants: 9Southern Capital Advisors, LLC Safe Harbor 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Southern Capital Advisors, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southern Capital Advisors, LLC Safe Harbor 401(k) Plan side-by-side with 3 peers →

Southern Capital Advisors, LLC Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Masonic Home of Missouri Employees 401(k) Plan in MO ($1M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Capital Advisors, LLC Safe Harbor 401(k) Plan assets move in 2024? ▼
Southern Capital Advisors, LLC Safe Harbor 401(k) Plan surged - up 43.6% during 2024, from $894K to $1M. Reported net income was $390K.
How have Southern Capital Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Capital Advisors, LLC's sponsor-wide assets grew 143.8%, from $527K to $1M.
Where does Southern Capital Advisors, LLC Safe Harbor 401(k) Plan rank by assets among Form 5500 filers? ▼
Southern Capital Advisors, LLC Safe Harbor 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Southern Capital Advisors, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Masonic Home of Missouri Employees 401(k) Plan in MO ($1M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Southern Capital Advisors, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823410289.

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.