401(k) · DOL Form 5500 · 2023
Southeast Milk, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 254
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $29,950
- Avg per participant Low balance/head
Official DOL plan name: Southeast Milk Inc. 401(k) Profit Sharing Plan · Sponsored by Southeast Milk, Inc. · Florida · Agriculture, Forestry & Fishing
$8M in assets, 254 participants
Southeast Milk, Inc.'s Southeast Milk Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 254 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #726 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Florida
Southeast Milk Inc. 401(k) Profit Sharing Plan covers 254 participants in Florida, about 40% of the average Florida filer (state average ~628 per filing). Assets: $8M.
- #726
- in Agriculture, Forestry & Fishing (1,288 peers)
- -7.1%
- assets change YoY
The plan reported a net loss of $578K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southeast Milk Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
Southeast Milk Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,607,365 Top 47% higher than 53% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southeast Milk Inc. 401(k) Profit Sharing 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. Southeast Milk Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (254 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southeast Milk Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to -$578K in the plan year 2023 filing.
- Southeast Milk Inc. 401(k) Profit Sharing Plan reported participants fell from 311 in the plan year 2022 filing to 254 in the plan year 2023 filing.
- Southeast Milk Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 590769519 · Southeast Milk, Inc. PY 2023 · 401(k)
Southeast Milk Inc. 401(k) Profit Sharing Plan · $8M · 254 · 53rd
- RANK $8M
- RANK 254
- RANK 53rd
- RANK 401(k)
- RANK near Lakeside Bottling Company Retirement Savings Plan
- RANK ind #726
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →
Southeast Milk Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$578K |
| Employer EIN | 590769519 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeast Milk, Inc.)
Sponsor-wide plan assets over time
All Southeast Milk, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 311 | $8M |
| 2023 | 1 | 254 | $8M |
| 2024 | 1 | 114 | N/A |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Southeast Milk Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Lakeside Bottling Company Retirement Savings Plan in WI ($8M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (254 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.