401(k) · DOL Form 5500 · 2024

Southern Insurance Underwriters, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
107
Participants Small participant base
48th
Percentile by assets National rank
$63,460
Avg per participant Low balance/head
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Official DOL plan name: Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust · Sponsored by Southern Insurance Underwriters, Inc. · Georgia · Finance & Insurance

$7M in assets, 107 participants

Southern Insurance Underwriters, Inc.'s Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust reported $7M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,788 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust covers 107 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $7M.

#2,788
in Finance & Insurance (8,549 peers)
+7.2%
assets growth YoY

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust vs every filed plan by assets

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

$6,790,265 48th percentile higher than 48% 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 Insurance Underwriters, Inc. 401 (K) Plan & Trust 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 Insurance Underwriters, Inc. 401 (K) Plan & Trust sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust reported net income fell from $835K in the plan year 2023 filing to $457K in the plan year 2024 filing.
  • Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust reported participants fell from 123 in the plan year 2023 filing to 107 in the plan year 2024 filing.
  • Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 580939621 · Southern Insurance Underwriters, Inc. PY 2024 · 401(k)

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust · $7M · 107 · 48th

  • NET $7M
  • BOOK 107
  • VS-ST 48th
  • BOY 401(k)
  • SCH near Child and Family Focus Inc, 401(k) Retirement Plan
  • EBSA ind #2788

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 Finance & Insurance retirement plans → · Plans in Georgia →

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust in the asset neighbourhood

Southern Insurance Underwriters, Inc. 401 (K) Plan & TrustSouthern Insurance Underwrit…$7MChild and Family Focus Inc, 401(k) Retirement PlanChild and Family Focus Inc, …$7MNy Community Financial LLC 401(k) PlanNy Community Financial LLC 4…$7MJeff Gordon, Inc. 401(k) and Profit Sharing PlanJeff Gordon, Inc. 401(k) and…$7MTraliant Operating, LLC. 401(k) PlanTraliant Operating, LLC. 401…$7M
End-of-year total assets ($M) among Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$457K
Employer EIN580939621
Plan Effective Date1968-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Insurance Underwriters, Inc.)

Sponsor-wide plan assets over time

All Southern Insurance Underwriters, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.510025203065112% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.5M $6.79M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 131 $5M
2023 1 123 $6M
2024 1 107 $7M

Nearby 401(k) Plans in Georgia

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

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust, Total assets ($B): 0.006790265 · Participants: 107Southern Insurance Underwriters, Inc. 401 (K) Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust side-by-side with 3 peers →

Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Child and Family Focus Inc, 401(k) Retirement Plan in PA ($7M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Insurance Underwriters, Inc. 401 (K) Plan & Trust assets move in 2024? ▼
Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust grew at a solid clip - up 7.2% during 2024, from $6M to $7M. Reported net income was $457K.
How have Southern Insurance Underwriters, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Insurance Underwriters, Inc.'s sponsor-wide assets grew 23.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Child and Family Focus Inc, 401(k) Retirement Plan in PA ($7M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Augmedix, Inc. 401(k) Plan in CA (107 participants, $3M 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 580939621.

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.