Defined Benefit (Pension) · DOL Form 5500 · 2023

Southern Eagle Sales & Service, L. P. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
98
Participants Small participant base
35th
Percentile by assets National rank
$28,679
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Eagle Sales & Service Local 270 Pension Plan · Sponsored by Southern Eagle Sales & Service, L. P. · Louisiana · Wholesale Trade

$3M in assets, 98 participants

Southern Eagle Sales & Service, L. P.'s Southern Eagle Sales & Service Local 270 Pension Plan reported $3M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,499 in Wholesale Trade (6,309 peers)

2023 asset change

Southern Eagle Sales & Service Local 270 Pension Plan grew at a solid clip 11.7% in 2023 ($3M → $3M) for 98 participants.

#1,499
in Wholesale Trade (6,309 peers)
+11.7%
assets growth YoY

Southern Eagle Sales & Service Local 270 Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Southern Eagle Sales & Service Local 270 Pension Plan vs every filed plan by assets

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

$2,810,543 35th percentile higher than 35% 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 Sales & Service Local 270 Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Eagle Sales & Service Local 270 Pension Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Eagle Sales & Service Local 270 Pension Plan reported net income rose from -$598K in the plan year 2022 filing to $294K in the plan year 2023 filing.
  • Southern Eagle Sales & Service Local 270 Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southern Eagle Sales & Service Local 270 Pension Plan reported participants rose from 89 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 721308427 · Southern Eagle Sales & Service, L. P. PY 2023 · Defined Benefit (Pension)

Southern Eagle Sales & Service Local 270 Pension Plan · $3M · 98 · 35th

  • BOY $3M
  • SCH 98
  • EBSA 35th
  • PART Defined Benefit (Pension)
  • TYPE near Lampert Debt Advisors Defined Benefit Plan
  • NET ind #1499

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 Louisiana →

Southern Eagle Sales & Service Local 270 Pension Plan in the asset neighbourhood

Meridian Investment Mgmt, Inc. Defined Benefit Pension PlanMeridian Investment Mgmt, In…$3MSouthern Eagle Sales & Service Local 270 Pension PlanSouthern Eagle Sales & Servi…$3MLampert Debt Advisors Defined Benefit PlanLampert Debt Advisors Define…$3MAbilene Diagnostic Clinic, PLLC Dbpp & T #1Abilene Diagnostic Clinic, P…$3MOtis Elevator Company Puerto Rico Pension PlanOtis Elevator Company Puerto…$3M
End-of-year total assets ($M) among Southern Eagle Sales & Service Local 270 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Southern Eagle Sales & Service, L. P. years around the 2023 move

Sponsor-wide plan assets over time

All Southern Eagle Sales & Service, L. P. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $2.52M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 89 $3M
2023 1 98 $3M
2024 1 98 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$294K
Employer EIN721308427
Plan Effective Date1977-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Louisiana

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

Southern Eagle Sales & Service Local 270 Pension Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Southern Eagle Sales & Service Local 270 Pension Plan, Total assets ($B): 0.002810543 · Participants: 98Southern Eagle Sales & Service Local 270 Pension PlanLumen Combined Pension Plan, Total assets ($B): 4.759995521 · Participants: 10804Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.116494038 · Participants: 7501Entergy Corporation Retirement Plan for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.057613019 · Participants: 5919Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.903247068 · Participants: 2424Entergy Corporation Retirement Plan for Bargaining EmployeesEntergy Corporation Retirement Plan III, Total assets ($B): 0.81927327 · Participants: 63Entergy Corporation Retirement Plan III
Southern Eagle Sales & Service Local 270 Pension Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Southern Eagle Sales & Service Local 270 Pension Plan side-by-side with 3 peers →

Southern Eagle Sales & Service Local 270 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Lampert Debt Advisors Defined Benefit Plan in NY ($3M); by covered participants it is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Sales & Service Local 270 Pension Plan assets move in 2023? ▼
Southern Eagle Sales & Service Local 270 Pension Plan grew at a solid clip - up 11.7% during 2023, from $3M to $3M. Reported net income was $294K.
Which Defined Benefit (Pension) plans are similar in size to Southern Eagle Sales & Service Local 270 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lampert Debt Advisors Defined Benefit Plan in NY ($3M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Eagle Sales & Service Local 270 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (98 participants, $202M 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 721308427.

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.