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
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
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.
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. 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
| 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 EIN | 751482649 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (794 participants); asset peers above are excluded.
- G3 Enterprises, Inc. Retirement Plan (CA) 794 · 0 off
- Healthcare Accounting Services 401(k) Plan (IL) 794 · 0 off
- Pridestaff, Inc. 401(k) Plan (CA) 794 · 0 off
- Associated Terminals, L.L.C. 401(k) Plan (LA) 794 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.