401(k) · DOL Form 5500 · 2024

Southern States Cooperative, Inc. 401(k) Plan

Data updated 2026-08-11

$227M
Total assets
1,537
Participants
95th
Percentile by assets
$147,437
Avg per participant
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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.

  • 95th percentile by assets (of 123,622 plans)
  • #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.

$227M
total plan assets (2024 EOY)
1,537
covered participants
95th
percentile by assets (of 123,622 plans)
$147,437
avg assets per participant

Where Southern States Retirement Savings Plan sits 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 $2,010,000,000 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

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 →

State
Virginia
Industry
Wholesale Trade

Southern States Retirement Savings Plan vs the 2024 asset distribution

By assets, Southern States Retirement Savings Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).

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.)

$400M$410M$420M$430M 202220232024 $403M $421M ▲ +4.5%
Total plan assets by year, all Southern States Cooperative, Inc. plans on file
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 ($B) Participants Southern States Reti…, Total assets ($B): 0.226611054 · Participants: 1537Southern States Reti…Northrop Grumman Sav…, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Sav…401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Cor…, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Cor…Capital One Financia…, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financia…Leidos, Inc. Retirem…, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirem…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Southern States Retirement Savings Plan by total assets, not by location.

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).

Next read for Southern States Retirement Savings Plan

Scale reading

Ways to act on Southern States Retirement Savings Plan's numbers.

  • By total assets, Southern States Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
  • Southern States Cooperative, Inc.'s sponsor-wide assets have grown 4.5% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.