Defined Benefit (Pension) · DOL Form 5500 · 2023

Southern States, LLC Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
24
Participants Small participant base
66th
Percentile by assets National rank
$586,183
Avg per participant High balance/head
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Official DOL plan name: Southern States, LLC Salaried Employees' Retirement Plan · Sponsored by Southern States, LLC · Georgia · Manufacturing

$14M in assets, 24 participants

Southern States, LLC's Southern States, LLC Salaried Employees' Retirement Plan reported $14M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,097 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 Salaried Employees' Retirement Plan at $14M / 24 participants.

#10,097
in Manufacturing (18,722 peers)
+16.5%
assets growth YoY

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

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

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

$14,068,382 Top 34% higher than 66% 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 Salaried 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 Salaried Employees' Retirement Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern States, LLC Salaried Employees' Retirement Plan reported net income rose from $138K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Southern States, LLC Salaried Employees' Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Southern States, LLC Salaried Employees' Retirement Plan reported participants fell from 28 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Southern States, LLC Salaried Employees' Retirement Plan · $14M · 24 · 66th

  • RANK $14M
  • PHOTO 24
  • IND 66th
  • EOY Defined Benefit (Pension)
  • 5500 near The People's Credit Union Defined Benefit Plan and Trust
  • ASSETS ind #10097

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 Salaried Employees' Retirement Plan in the asset neighbourhood

Retirement Plan for Hourly Rated Employees of Alma Products I, Inc.Retirement Plan for Hourly R…$14MSouthern States, LLC Salaried Employees' Retirement PlanSouthern States, LLC Salarie…$14MThe People's Credit Union Defined Benefit Plan and TrustThe People's Credit Union De…$14MArnot Ogden Medical Center Pension Plan for AFL-CIO Local 111Arnot Ogden Medical Center P…$14MThe North Ward Center, Inc. Retirement PlanThe North Ward Center, Inc. …$14M
End-of-year total assets ($M) among Southern States, LLC Salaried 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)$12M
Net Assets (End of Year)$14M
Net Income$2M
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 Salaried Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Southern States, LLC Salaried Employees' Retirement Plan, Total assets ($B): 0.014068382 · Participants: 24Southern States, LLC Salaried 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 Salaried Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Southern States, LLC Salaried Employees' Retirement Plan side-by-side with 3 peers →

Southern States, LLC Salaried 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 The People's Credit Union Defined Benefit Plan and Trust in RI ($14M); by covered participants it is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Salaried Employees' Retirement Plan assets move in 2023? ▼
Southern States, LLC Salaried Employees' Retirement Plan grew sharply - up 16.5% during 2023, from $12M to $14M. Reported net income was $2M.
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 Salaried Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The People's Credit Union Defined Benefit Plan and Trust in RI ($14M, 36 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern States, LLC Salaried Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants, $2M 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.