Defined Benefit (Pension) · DOL Form 5500 · 2023
Southern States Cooperative, Inc. Pension Plan
Data updated 2026-08-11
- $192M
- Total assets
- 247
- Participants
- 95th
- Percentile by assets
- $777,310
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $192M
- total plan assets (2023 EOY)
- 247
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $777,310
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Retirement Plan for Employees of Southern States reports 247 participants - about 32% of that state average ($192M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $192M |
|---|---|
| Net Assets (End of Year) | $192M |
| Net Income | $481K |
| Employer EIN | 540387200 |
| Plan Effective Date | 1944-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern States Cooperative, Inc.)
| 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
- Northrop Grumman Pension Plan $19.1B · 13,674
- Retirement Security Plan $10.2B · 54,171
- Ng Space&mission Systems Corp Salaried Pension Pla $8.5B · 7,117
- Sheet Metal Workers' National Pension Fund $8.3B · 61,272
- Dominion Energy Pension Plan $7.6B · 12,263
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Southern States by total assets, not by location.
- O'melveny & Myers LLP Cash Balance Plan (CA) $192M · 229
- Plumbers & Pipefitters Local No 189 Pension Plan (OH) $192M · 876
- Zurn Pension Plan (WI) $192M · 117
- Painters Union Pension Plan (MI) $192M · 798
Frequently Asked Questions
How did Retirement Plan for Employees of Southern States assets move in 2023? ▼
How have Southern States Cooperative, Inc. plan assets changed over time? ▼
Where does Retirement Plan for Employees of Southern States rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Southern States? ▼
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Filing takeaways
Ways to act on Retirement Plan for Employees of Southern States's numbers.
- By total assets, Retirement Plan for Employees of Southern States ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Virginia. Compare plans
- Southern States Cooperative, Inc.'s sponsor-wide assets have grown 4.5% since 2022 across 3 plan years on file. More Wholesale Trade plans