401(k) · DOL Form 5500 · 2023

Southern Eagle Distributing, Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
282
Participants Below avg headcount
64th
Percentile by assets National rank
$46,117
Avg per participant Low balance/head
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Official DOL plan name: Southern Eagle Distributing, Inc 401(k) Retirement Plan · Sponsored by Southern Eagle Distributing, Inc · Florida · Wholesale Trade

$13M in assets, 282 participants

Southern Eagle Distributing, Inc's Southern Eagle Distributing, Inc 401(k) Retirement Plan reported $13M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,631 in Wholesale Trade (6,309 peers)

Coverage in Florida

Southern Eagle Distributing, Inc 401(k) Retirement Plan covers 282 participants in Florida, about 45% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#3,631
in Wholesale Trade (6,309 peers)
+18.8%
assets growth YoY

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

Southern Eagle Distributing, Inc 401(k) Retirement Plan vs every filed plan by assets

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

$13,004,926 Top 36% higher than 64% 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 Eagle Distributing, Inc 401(k) Retirement 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 Eagle Distributing, Inc 401(k) Retirement Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Eagle Distributing, Inc 401(k) Retirement Plan reported net income rose from $596K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southern Eagle Distributing, Inc 401(k) Retirement Plan reported participants rose from 160 in the plan year 2022 filing to 282 in the plan year 2023 filing.
  • Southern Eagle Distributing, Inc 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363286134 · Southern Eagle Distributing, Inc PY 2023 · 401(k)

Southern Eagle Distributing, Inc 401(k) Retirement Plan · $13M · 282 · 64th

  • EBSA $13M
  • PART 282
  • TYPE 64th
  • NET 401(k)
  • BOOK near The Southern Credit Union 401(k) Plan and Trust
  • VS-ST ind #3631

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 Eagle Distributing, Inc 401(k) Retirement Plan in the asset neighbourhood

The Southern Credit Union 401(k) Plan and TrustThe Southern Credit Union 40…$13MThrive Behavioral Health Inc. Pension PlanThrive Behavioral Health Inc…$13MSociety of Certified Insurance Counselors 401(k) PlanSociety of Certified Insuran…$13MSouthern Eagle Distributing, Inc 401(k) Retirement PlanSouthern Eagle Distributing,…$13MZ-Golf Course Food and Beverage Services, LLC 401(k) Profit SharinZ-Golf Course Food and Bever…$13M
End-of-year total assets ($M) among Southern Eagle Distributing, Inc 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN363286134
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Eagle Distributing, Inc)

Sponsor-wide plan assets over time

All Southern Eagle Distributing, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$14M 30.700041790595513% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11M $14.3M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 160 $11M
2023 1 282 $13M
2024 1 291 $14M

Nearby 401(k) Plans in Florida

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

Southern Eagle Distributing, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Southern Eagle Distributing, Inc 401(k) Retirement Plan, Total assets ($B): 0.013004926 · Participants: 282Southern Eagle Distributing, Inc 401(k) Retirement 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 Eagle Distributing, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southern Eagle Distributing, Inc 401(k) Retirement Plan side-by-side with 3 peers →

Southern Eagle Distributing, Inc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Southern Credit Union 401(k) Plan and Trust in GA ($13M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Eagle Distributing, Inc 401(k) Retirement Plan assets move in 2023? ▼
Southern Eagle Distributing, Inc 401(k) Retirement Plan grew sharply - up 18.8% during 2023, from $11M to $13M. Reported net income was $2M.
How have Southern Eagle Distributing, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Eagle Distributing, Inc's sponsor-wide assets grew 30.7%, from $11M to $14M.
Which 401(k) plans are similar in size to Southern Eagle Distributing, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Southern Credit Union 401(k) Plan and Trust in GA ($13M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Southern Eagle Distributing, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Arcticom Group, LLC 401(k) Plan in CA (282 participants, $10M 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 363286134.

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.