Other · DOL Form 5500 · 2024

Southminster, Inc. Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
424
Participants Below avg headcount
62nd
Percentile by assets National rank
$31,256
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southminster Retirement Plan · Sponsored by Southminster, Inc. · North Carolina · Healthcare & Social Assistance

$13M in assets, 424 participants

Southminster, Inc.'s Southminster Retirement Plan reported $13M in total assets and 424 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,329 in Healthcare & Social Assistance (16,916 peers)

Southminster, Inc. multi-year trail

Southminster, Inc.'s plans moved +28.7% in assets from 2022 to 2024; this filing shows Southminster Retirement Plan at $13M / 424 participants.

#11,329
in Healthcare & Social Assistance (16,916 peers)
+12.5%
assets growth YoY

Southminster Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southminster Retirement Plan vs every filed plan by assets

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

$13,252,626 Top 38% higher than 62% 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

Southminster 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. Southminster Retirement Plan sits mid-pack in the medium band (424 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southminster Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Southminster Retirement Plan reported participants rose from 406 in the plan year 2023 filing to 424 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561443222 · Southminster, Inc. PY 2024 · Other

Southminster Retirement Plan · $13M · 424 · 62nd

  • EBSA $13M
  • PART 424
  • TYPE 62nd
  • NET Other
  • BOOK near Sterling College Defined Contribution Plan
  • VS-ST ind #11329

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Southminster Retirement Plan in the asset neighbourhood

Sterling College Defined Contribution PlanSterling College Defined Con…$13MThe House of the Good Shepherd 403(b) Thrift PlanThe House of the Good Shephe…$13MSouthminster Retirement Plan$13MEducation Success Network, Inc. 403(b) DC PlanEducation Success Network, I…$13MYouth for Christ/USA 403(b) Retirement PlanYouth for Christ/USA 403(b) …$13M
End-of-year total assets ($M) among Southminster Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Southminster, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southminster, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 28.71918417726277% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.3M $13.3M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 361 $10M
2023 1 406 $12M
2024 1 424 $13M

Southminster, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN561443222
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

Southminster Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Southminster Retirement Plan, Total assets ($B): 0.013252626 · Participants: 424Southminster Retirement PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont Health, Inc. Retirement Savings Plan
Southminster Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Southminster Retirement Plan side-by-side with 3 peers →

Southminster Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Sterling College Defined Contribution Plan in KS ($13M); by covered participants it is 403b Thrift Plan for the Goodwill Industries of Akron, Ohio, Inc. in OH (424 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (424 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 Southminster Retirement Plan assets move in 2024? ▼
Southminster Retirement Plan grew at a solid clip - up 12.5% during 2024, from $12M to $13M. Reported net income was $1M.
How have Southminster, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southminster, Inc.'s sponsor-wide assets grew 28.7%, from $10M to $13M.
Which Other plans are similar in size to Southminster Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sterling College Defined Contribution Plan in KS ($13M, 194 participants).
Which Other plans cover a similar participant headcount to Southminster Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403b Thrift Plan for the Goodwill Industries of Akron, Ohio, Inc. in OH (424 participants, $6M 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 561443222.

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.