Defined Benefit (Pension) · DOL Form 5500 · 2023

Southern States Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$192M
Total assets Near avg plan size
247
Participants Below avg headcount
95th
Percentile by assets National rank
$777,310
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Southern States · Sponsored by Southern States Cooperative, Inc. · Virginia · Wholesale Trade

$192M in assets, 247 participants

Southern States Cooperative, Inc.'s Retirement Plan for Employees of Southern States reported $192M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #6,047 in Wholesale Trade (6,309 peers)

Coverage in Virginia

Retirement Plan for Employees of Southern States covers 247 participants in Virginia, about 32% of the average Virginia filer (state average ~782 per filing). Assets: $192M.

#6,047
in Wholesale Trade (6,309 peers)
+0.3%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Retirement Plan for Employees of Southern States's outsized position by total assets

Retirement Plan for Employees of Southern States vs every filed plan by assets

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

$191,995,583 Top 5% higher than 95% 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

Retirement Plan for Employees of Southern States 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. Retirement Plan for Employees of Southern States sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Southern States reported net income rose from -$1M in the plan year 2022 filing to $481K in the plan year 2023 filing.
  • Retirement Plan for Employees of Southern States reported participants fell from 271 in the plan year 2022 filing to 247 in the plan year 2023 filing.
  • Retirement Plan for Employees of Southern States end-of-year assets rose from $192M in the plan year 2022 filing to $192M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540387200 · Southern States Cooperative, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Southern States · $192M · 247 · 95th

  • EBSA $192M
  • PART 247
  • TYPE 95th
  • NET Defined Benefit (Pension)
  • BOOK near O'melveny & Myers LLP Cash Balance Plan
  • VS-ST ind #6047

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 Virginia →

Retirement Plan for Employees of Southern States in the asset neighbourhood

Zurn Pension Plan$192MO'melveny & Myers LLP Cash Balance PlanO'melveny & Myers LLP Cash B…$192MRetirement Plan for Employees of Southern StatesRetirement Plan for Employee…$192MPlumbers & Pipefitters Local No 189 Pension PlanPlumbers & Pipefitters Local…$192MPainters Union Pension Plan$192M
End-of-year total assets ($M) among Retirement Plan for Employees of Southern States and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$192M
Net Assets (End of Year)$192M
Net Income$481K
Employer EIN540387200
Plan Effective Date1944-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern States Cooperative, Inc.)

Sponsor-wide plan assets over time

All Southern States Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$421M 4.5245706298363695% vs 2022
2024 filing year
$400M$410M$420M$430M 202220232024 $403M $421M ▲ +4.5%
Year Plans Participants Total Assets
2022 2 2,559 $403M
2023 2 1,892 $414M
2024 2 1,845 $421M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Southern States vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Retirement Plan for Employees of Southern States, Total assets ($B): 0.191995583 · Participants: 247Retirement Plan for Employees of Southern StatesNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Retirement Plan for Employees of Southern States vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Retirement Plan for Employees of Southern States side-by-side with 3 peers →

Retirement Plan for Employees of Southern States's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is O'melveny & Myers LLP Cash Balance Plan in CA ($192M); by covered participants it is Woodward Hrt Pension Plan in CO (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($192M here).

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Retirement Plan for Employees of Southern States assets move in 2023? ▼
Retirement Plan for Employees of Southern States held essentially flat - up 0.3% during 2023, from $192M to $192M. Reported net income was $481K.
How have Southern States Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern States Cooperative, Inc.'s sponsor-wide assets grew 4.5%, from $403M to $421M.
Where does Retirement Plan for Employees of Southern States rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Southern States ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Southern States? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is O'melveny & Myers LLP Cash Balance Plan in CA ($192M, 229 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Southern States? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Woodward Hrt Pension Plan in CO (247 participants, $153M 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 540387200.

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.