401(k) · DOL Form 5500 · 2023
Southern Foodservice Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $844K
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $13,193
- Avg per participant Low balance/head
Official DOL plan name: Southern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement Plan · Sponsored by Southern Foodservice Management, Inc. · Alabama · Food Services & Accommodation
$844K in assets, 64 participants
Southern Foodservice Management, Inc.'s Southern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement Plan reported $844K in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,175 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Southern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement Plan ranks #2,175 of 3,828 2023 filers by assets (2317% of the sector average)-$844K for 64 participants.
- #2,175
- in Food Services & Accommodation (3,828 peers)
- +17.6%
- assets growth YoY
Southern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement Plan among the smaller filed plans by assets
Southern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$844,340 22nd percentile higher than 22% 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
Southern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement 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 Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement Plan is a small filing (64 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 630315905 · Southern Foodservice Management, Inc. PY 2023 · 401(k)
Southern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement Plan · $844K · 64 · 22nd
- EIN $844K
- RANK 64
- PHOTO 22nd
- IND 401(k)
- EOY near R & T Repairs, Inc. 401(k) Profit Sharing Plan
- 5500 ind #2175
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 Food Services & Accommodation retirement plans → · Plans in Alabama →
Southern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $718K |
|---|---|
| Net Assets (End of Year) | $844K |
| Net Income | $126K |
| Employer EIN | 630315905 |
| Plan Effective Date | 2016-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Foodservice Management, Inc.)
Sponsor-wide plan assets over time
All Southern Foodservice Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 37.089363525769905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 490 | $4M |
| 2023 | 2 | 602 | $6M |
| 2024 | 1 | 1,064 | $6M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Southern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is R & T Repairs, Inc. 401(k) Profit Sharing Plan in OH ($844K); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($844K here).
- R & T Repairs, Inc. 401(k) Profit Sharing Plan (OH) $844K · 8
- John Morgan, Dds Employees' 401(k) Plan (OK) $844K · 4
- Lcm Group Retirement Plan (NJ) $844K · 3
- J. Seiley Inc. 401(k) Plan (TX) $844K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.
- Ekso Bionics 401(k) Plan (CA) 64 · 0 off
- Reliable Appliance Installation Inc. 401(k) Plan (OH) 64 · 0 off
- Peppers Automotive Group 401(k) Plan (TN) 64 · 0 off
- Eq Lab Savings & Retirement Plan (PR) 64 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.