Profit Sharing · DOL Form 5500 · 2024

First Southern, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
26
Participants Small participant base
29th
Percentile by assets National rank
$74,505
Avg per participant Below avg balance/head
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Official DOL plan name: First Southern, LLC 1081. 01(D) Retirement Plan · Sponsored by First Southern, LLC · Puerto Rico · Finance & Insurance

$2M in assets, 26 participants

First Southern, LLC's First Southern, LLC 1081. 01(D) Retirement Plan reported $2M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,555 in Finance & Insurance (8,549 peers)

First Southern, LLC multi-year trail

First Southern, LLC's plans moved +279.6% in assets from 2022 to 2024; this filing shows First Southern, LLC 1081. 01(D) Retirement Plan at $2M / 26 participants.

#1,555
in Finance & Insurance (8,549 peers)
+29.3%
assets growth YoY

First Southern, LLC 1081. 01(D) Retirement Plan among the smaller filed plans by assets

First Southern, LLC 1081. 01(D) Retirement Plan vs every filed plan by assets

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

$1,937,126 29th percentile higher than 29% 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

First Southern, LLC 1081. 01(D) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Southern, LLC 1081. 01(D) Retirement Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Southern, LLC 1081. 01(D) Retirement Plan reported net income fell from $988K in the plan year 2023 filing to $439K in the plan year 2024 filing.
  • First Southern, LLC 1081. 01(D) Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • First Southern, LLC 1081. 01(D) Retirement Plan reported participants fell from 30 in the plan year 2023 filing to 26 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660854460 · First Southern, LLC PY 2024 · Profit Sharing

First Southern, LLC 1081. 01(D) Retirement Plan · $2M · 26 · 29th

  • EOY $2M
  • 5500 26
  • ASSETS 29th
  • PCT Profit Sharing
  • EIN near Appling Brothers Company Profit Sharing Retirement & Trust
  • RANK ind #1555

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

First Southern, LLC 1081. 01(D) Retirement Plan in the asset neighbourhood

First Southern, LLC 1081. 01(D) Retirement PlanFirst Southern, LLC 1081. 01…$2MAppling Brothers Company Profit Sharing Retirement & TrustAppling Brothers Company Pro…$2MNazareth Living Center Profit Sharing PlanNazareth Living Center Profi…$2MJuster Pope Frazier Profit Sharing PlanJuster Pope Frazier Profit S…$2MNeil Strefling, P.C., Epst$2M
End-of-year total assets ($M) among First Southern, LLC 1081. 01(D) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

First Southern, LLC multi-year asset trail

Sponsor-wide plan assets over time

All First Southern, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 279.56442084431427% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.51M $1.94M ▲ +280.4%
Year Plans Participants Total Assets
2022 1 25 $510K
2023 1 30 $1M
2024 1 26 $2M

First Southern, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$439K
Employer EIN660854460
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

First Southern, LLC 1081. 01(D) Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants First Southern, LLC 1081. 01(D) Retirement Plan, Total assets ($M): 1.937126 · Participants: 26First Southern, LLC 1081. 01(D) Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
First Southern, LLC 1081. 01(D) Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare First Southern, LLC 1081. 01(D) Retirement Plan side-by-side with 3 peers →

First Southern, LLC 1081. 01(D) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Appling Brothers Company Profit Sharing Retirement & Trust in GA ($2M); by covered participants it is Lastique International Corp. Profit Sharing Plan in KY (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 First Southern, LLC 1081. 01(D) Retirement Plan assets move in 2024? ▼
First Southern, LLC 1081. 01(D) Retirement Plan grew sharply - up 29.3% during 2024, from $1M to $2M. Reported net income was $439K.
How have First Southern, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Southern, LLC's sponsor-wide assets grew 279.6%, from $510K to $2M.
Which Profit Sharing plans are similar in size to First Southern, LLC 1081. 01(D) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Appling Brothers Company Profit Sharing Retirement & Trust in GA ($2M, 54 participants).
Which Profit Sharing plans cover a similar participant headcount to First Southern, LLC 1081. 01(D) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lastique International Corp. Profit Sharing Plan in KY (26 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660854460.

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.