Defined Benefit (Pension) · DOL Form 5500 · 2023

Southern States, LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
31
Participants Small participant base
41st
Percentile by assets National rank
$132,703
Avg per participant Near avg balance/head
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Official DOL plan name: Southern States, LLC Hourly Employees' Retirement Plan · Sponsored by Southern States, LLC · Georgia · Manufacturing

$4M in assets, 31 participants

Southern States, LLC's Southern States, LLC Hourly Employees' Retirement Plan reported $4M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,481 in Manufacturing (18,722 peers)

Southern States, LLC multi-year trail

Southern States, LLC's plans moved -29.0% in assets from 2022 to 2024; this filing shows Southern States, LLC Hourly Employees' Retirement Plan at $4M / 31 participants.

#4,481
in Manufacturing (18,722 peers)
+2.1%
assets growth YoY

Southern States, LLC Hourly Employees' Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Southern States, LLC Hourly Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,113,803 41st percentile higher than 41% of 127,068 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 2023

Southern States, LLC Hourly Employees' Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern States, LLC Hourly Employees' Retirement Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern States, LLC Hourly Employees' Retirement Plan reported net income rose from $6K in the plan year 2022 filing to $586K in the plan year 2023 filing.
  • Southern States, LLC Hourly Employees' Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 030493527 · Southern States, LLC PY 2023 · Defined Benefit (Pension)

Southern States, LLC Hourly Employees' Retirement Plan · $4M · 31 · 41st

  • BOY $4M
  • BOY 31
  • BOY 41st
  • BOY Defined Benefit (Pension)
  • BOY near Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees
  • BOY ind #4481

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 Manufacturing retirement plans → · Plans in Georgia →

Southern States, LLC Hourly Employees' Retirement Plan in the asset neighbourhood

Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid EmployeesBuffalo Crushed Stone, Inc. …$4MThe Wfmj Television, Inc. Pension PlanThe Wfmj Television, Inc. Pe…$4MUnited Producers, Inc. Amended Employees' Pension PlanUnited Producers, Inc. Amend…$4MSouthern States, LLC Hourly Employees' Retirement PlanSouthern States, LLC Hourly …$4MTesser, LLC Defined Benefit Pension PlanTesser, LLC Defined Benefit …$4M
End-of-year total assets ($M) among Southern States, LLC Hourly Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Southern States, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Southern States, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 28.963102404910778% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $36.2M $25.7M ▼ -29.0%
Year Plans Participants Total Assets
2022 4 462 $36M
2023 4 352 $40M
2024 2 428 $26M

Southern States, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$586K
Employer EIN030493527
Plan Effective Date1954-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southern States, LLC Hourly Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Southern States, LLC Hourly Employees' Retirement Plan, Total assets ($B): 0.004113803 · Participants: 31Southern States, LLC Hourly Employees' Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Southern States, LLC Hourly Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Southern States, LLC Hourly Employees' Retirement Plan side-by-side with 3 peers →

Southern States, LLC Hourly Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees in PA ($4M); by covered participants it is Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees in MO (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern States, LLC Hourly Employees' Retirement Plan assets move in 2023? ▼
Southern States, LLC Hourly Employees' Retirement Plan edged up modestly - up 2.1% during 2023, from $4M to $4M. Reported net income was $586K.
How have Southern States, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern States, LLC's sponsor-wide assets declined 29.0%, from $36M to $26M.
Which Defined Benefit (Pension) plans are similar in size to Southern States, LLC Hourly Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Buffalo Crushed Stone, Inc. Retirement Plan for Hourly Paid Employees in PA ($4M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern States, LLC Hourly Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees in MO (31 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030493527.

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.