401(k) · DOL Form 5500 · 2024

Southern States Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$227M
Total assets Near avg plan size
1,537
Participants Near avg headcount
95th
Percentile by assets National rank
$147,437
Avg per participant Above avg balance/head
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Official DOL plan name: Southern States Retirement Savings Plan · Sponsored by Southern States Cooperative, Inc. · Virginia · Wholesale Trade

$227M in assets, 1,537 participants

Southern States Cooperative, Inc.'s Southern States Retirement Savings Plan reported $227M in total assets and 1,537 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #5,840 in Wholesale Trade (6,080 peers)

Where Southern States Retirement Savings Plan sits by assets

Southern States Retirement Savings Plan sits in the top 5% of all filed plans by assets, $227M for 1,537 participants (~$147,437/participant), up 2.0% in 2024.

#5,840
in Wholesale Trade (6,080 peers)
+2.0%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Southern States Retirement Savings Plan's outsized position by total assets

Southern States Retirement Savings Plan vs every filed plan by assets

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

$226,611,054 Top 5% higher than 95% 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 States Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern States Retirement Savings Plan lands in the large band (1,537 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern States Retirement Savings Plan reported net income fell from $19M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Southern States Retirement Savings Plan reported participants fell from 1,645 in the plan year 2023 filing to 1,537 in the plan year 2024 filing.
  • Southern States Retirement Savings Plan end-of-year assets rose from $222M in the plan year 2023 filing to $227M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 540387200 · Southern States Cooperative, Inc. PY 2024 · 401(k)

Southern States Retirement Savings Plan · $227M · 1,537 · 95th

  • PCT $227M
  • PCT 1,537
  • PCT 95th
  • PCT 401(k)
  • PCT near Applied Medical Resources Corporation 401(k) Plan
  • PCT ind #5840

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 Virginia →

Southern States Retirement Savings Plan in the asset neighbourhood

Hireright 401(k) Plan$227MApplied Medical Resources Corporation 401(k) PlanApplied Medical Resources Co…$227MBriggs & Stratton, LLC 401(k) PlanBriggs & Stratton, LLC 401(k…$227MSouthern States Retirement Savings PlanSouthern States Retirement S…$227MGeorgia Farm Bureau Companies Employee Savings PlanGeorgia Farm Bureau Companie…$227M
End-of-year total assets ($M) among Southern States Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$222M
Net Assets (End of Year)$227M
Net Income$8M
Employer EIN540387200
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern States Cooperative, Inc.)

Sponsor-wide plan assets over time

All Southern States Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$421M 4.5245706298363695% vs 2022
2024 filing year
$400M$410M$420M$430M 202220232024 $403M $421M ▲ +4.5%
Year Plans Participants Total Assets
2022 2 2,559 $403M
2023 2 1,892 $414M
2024 2 1,845 $421M

Nearby 401(k) Plans in Virginia

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

Southern States Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Southern States Retirement Savings Plan, Total assets ($B): 0.226611054 · Participants: 1537Southern States Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Southern States Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Southern States Retirement Savings Plan side-by-side with 3 peers →

Southern States Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Applied Medical Resources Corporation 401(k) Plan in CA ($227M); by covered participants it is Legacy Traditional Schools 401(k) Plan in AZ (1,537 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($227M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,537 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 Southern States Retirement Savings Plan assets move in 2024? ▼
Southern States Retirement Savings Plan edged up modestly - up 2.0% during 2024, from $222M to $227M. Reported net income was $8M.
How have Southern States Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern States Cooperative, Inc.'s sponsor-wide assets grew 4.5%, from $403M to $421M.
Where does Southern States Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Southern States Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Southern States Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Applied Medical Resources Corporation 401(k) Plan in CA ($227M, 3,981 participants).
Which 401(k) plans cover a similar participant headcount to Southern States Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Legacy Traditional Schools 401(k) Plan in AZ (1,537 participants, $32M 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 540387200.

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.