401(k) · DOL Form 5500 · 2024

Southern Mail Service, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
794
Participants Near avg headcount
58th
Percentile by assets National rank
$14,198
Avg per participant Low balance/head
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Official DOL plan name: Southern Mail Service, Inc. Retirement Plan · Sponsored by Southern Mail Service, Inc. · Texas · Transportation & Warehousing

$11M in assets, 794 participants

Southern Mail Service, Inc.'s Southern Mail Service, Inc. Retirement Plan reported $11M in total assets and 794 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,960 in Transportation & Warehousing (3,299 peers)

Southern Mail Service, Inc. multi-year trail

Southern Mail Service, Inc.'s plans moved +12.4% in assets from 2022 to 2024; this filing shows Southern Mail Service, Inc. Retirement Plan at $11M / 794 participants.

#1,960
in Transportation & Warehousing (3,299 peers)
+5.1%
assets growth YoY

Southern Mail Service, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Southern Mail Service, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,273,212 Top 42% higher than 58% of 123,620 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 2024

Southern Mail Service, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Mail Service, Inc. Retirement Plan sits mid-pack in the medium band (794 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Mail Service, Inc. Retirement Plan reported net income fell from $695K in the plan year 2023 filing to $551K in the plan year 2024 filing.
  • Southern Mail Service, Inc. Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 751482649 · Southern Mail Service, Inc. PY 2024 · 401(k)

Southern Mail Service, Inc. Retirement Plan · $11M · 794 · 58th

  • BOY $11M
  • BOY 794
  • BOY 58th
  • BOY 401(k)
  • BOY near American Associated Pharmacies Savings Plan
  • BOY ind #1960

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Southern Mail Service, Inc. Retirement Plan in the asset neighbourhood

Southern Mail Service, Inc. Retirement PlanSouthern Mail Service, Inc. …$11MAmerican Associated Pharmacies Savings PlanAmerican Associated Pharmaci…$11MSitts & Hill Engineers, Inc. 401(k) Retirement Savings Plan and TrustSitts & Hill Engineers, Inc.…$11MEchelon Supply & Service, Inc. 401(k) PlanEchelon Supply & Service, In…$11MAnnese Electrical Services, Inc. 401(k)/Profit Sharing PlanAnnese Electrical Services, …$11M
End-of-year total assets ($M) among Southern Mail Service, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southern Mail Service, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southern Mail Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 12.423539867770943% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $10M $11.3M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 728 $10M
2023 1 792 $11M
2024 1 794 $11M

Southern Mail Service, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$551K
Employer EIN751482649
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Southern Mail Service, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southern Mail Service, Inc. Retirement Plan, Total assets ($B): 0.011273212 · Participants: 794Southern Mail Service, Inc. Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Southern Mail Service, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Outside Texas, the nearest 401(k) by assets is American Associated Pharmacies Savings Plan in AL ($11M); by covered participants it is G3 Enterprises, Inc. Retirement Plan in CA (794 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (794 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Mail Service, Inc. Retirement Plan assets move in 2024?
Southern Mail Service, Inc. Retirement Plan grew at a solid clip - up 5.1% during 2024, from $11M to $11M. Reported net income was $551K.
How have Southern Mail Service, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Mail Service, Inc.'s sponsor-wide assets grew 12.4%, from $10M to $11M.
Which 401(k) plans are similar in size to Southern Mail Service, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is American Associated Pharmacies Savings Plan in AL ($11M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Southern Mail Service, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is G3 Enterprises, Inc. Retirement Plan in CA (794 participants, $138M in assets).