401(k) · DOL Form 5500 · 2024

Southern Diversified Distributors, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
248
Participants Below avg headcount
71st
Percentile by assets National rank
$83,232
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Diversified Distributors, Inc. 401(k) · Sponsored by Southern Diversified Distributors, Inc. · South Carolina · Wholesale Trade

$21M in assets, 248 participants

Southern Diversified Distributors, Inc.'s Southern Diversified Distributors, Inc. 401(k) reported $21M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,084 in Wholesale Trade (6,080 peers)

Southern Diversified Distributors, Inc. multi-year trail

Southern Diversified Distributors, Inc.'s plans moved +40.5% in assets from 2022 to 2024; this filing shows Southern Diversified Distributors, Inc. 401(k) at $21M / 248 participants.

#4,084
in Wholesale Trade (6,080 peers)
+14.7%
assets growth YoY

Southern Diversified Distributors, Inc. 401(k)'s outsized position by total assets

Southern Diversified Distributors, Inc. 401(k) vs every filed plan by assets

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

$20,641,656 Top 29% higher than 71% 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 Diversified Distributors, Inc. 401(k) 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 Diversified Distributors, Inc. 401(k) sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Diversified Distributors, Inc. 401(k) reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Southern Diversified Distributors, Inc. 401(k) end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Southern Diversified Distributors, Inc. 401(k) reported participants fell from 265 in the plan year 2023 filing to 248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 562394188 · Southern Diversified Distributors, Inc. PY 2024 · 401(k)

Southern Diversified Distributors, Inc. 401(k) · $21M · 248 · 71st

  • BOOK $21M
  • BOOK 248
  • BOOK 71st
  • BOOK 401(k)
  • BOOK near South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan
  • BOOK ind #4084

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 Wholesale Trade retirement plans → · Plans in South Carolina →

Southern Diversified Distributors, Inc. 401(k) in the asset neighbourhood

Southern Diversified Distributors, Inc. 401(k)Southern Diversified Distrib…$21MSouth Lake Clinic, P. a. Employees' Profit Sharing Plus PlanSouth Lake Clinic, P. a. Emp…$21MTexas Enterprises 401(k) Retirement PlanTexas Enterprises 401(k) Ret…$21MSaint Paul & Minnesota Foundation Retirement & Savings PlanSaint Paul & Minnesota Found…$21MCochener Garvey Employee's 401(k) PlanCochener Garvey Employee's 4…$21M
End-of-year total assets ($M) among Southern Diversified Distributors, Inc. 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southern Diversified Distributors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southern Diversified Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 40.54306822845785% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $20.6M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 239 $15M
2023 1 265 $18M
2024 1 248 $21M

Southern Diversified Distributors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN562394188
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Southern Diversified Distributors, Inc. 401(k) vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Southern Diversified Distributors, Inc. 401(k), Total assets ($B): 0.020641656 · Participants: 248Southern Diversified Distributors, Inc. 401(k)Michelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Southern Diversified Distributors, Inc. 401(k) vs. nearby 401(k) plans in South Carolina, assets vs. participants

Southern Diversified Distributors, Inc. 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan in MN ($21M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

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 Diversified Distributors, Inc. 401(k) assets move in 2024?
Southern Diversified Distributors, Inc. 401(k) grew at a solid clip - up 14.7% during 2024, from $18M to $21M. Reported net income was $3M.
How have Southern Diversified Distributors, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Diversified Distributors, Inc.'s sponsor-wide assets grew 40.5%, from $15M to $21M.
Which 401(k) plans are similar in size to Southern Diversified Distributors, Inc. 401(k)?
Among 401(k) plans in other states, the closest by assets is South Lake Clinic, P. a. Employees' Profit Sharing Plus Plan in MN ($21M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Southern Diversified Distributors, Inc. 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K in assets).