401(k) · DOL Form 5500 · 2024

Southerland, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
229
Participants Below avg headcount
33rd
Percentile by assets National rank
$12,031
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southerland, Inc. Profit Sharing Plan · Sponsored by Southerland, Inc. · Tennessee · Transportation & Warehousing

$3M in assets, 229 participants

Southerland, Inc.'s Southerland, Inc. Profit Sharing Plan reported $3M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,100 in Transportation & Warehousing (3,299 peers)

Coverage in Tennessee

Southerland, Inc. Profit Sharing Plan covers 229 participants in Tennessee, about 20% of the average Tennessee filer (state average ~1,126 per filing). Assets: $3M.

#1,100
in Transportation & Warehousing (3,299 peers)
+8.5%
assets growth YoY

Southerland, Inc. Profit Sharing Plan among the smaller filed plans by assets

Southerland, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,754,995 33rd percentile higher than 33% 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

Southerland, Inc. Profit Sharing Plan 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. Southerland, Inc. Profit Sharing Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southerland, Inc. Profit Sharing Plan reported net income fell from $290K in the plan year 2023 filing to $216K in the plan year 2024 filing.
  • Southerland, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620190550 · Southerland, Inc. PY 2024 · 401(k)

Southerland, Inc. Profit Sharing Plan · $3M · 229 · 33rd

  • RANK $3M
  • PHOTO 229
  • IND 33rd
  • EOY 401(k)
  • 5500 near Lydia Home Association 401(k) Retirement Plan & Trust
  • ASSETS ind #1100

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 Transportation & Warehousing retirement plans → · Plans in Tennessee →

Southerland, Inc. Profit Sharing Plan in the asset neighbourhood

Lydia Home Association 401(k) Retirement Plan & TrustLydia Home Association 401(k…$3MPinderski Corporation 401(k) Profit Sharing PlanPinderski Corporation 401(k)…$3MCorbo Associates, Inc. 401(k) Profit Sharing PlanCorbo Associates, Inc. 401(k…$3MSoutherland, Inc. Profit Sharing PlanSoutherland, Inc. Profit Sha…$3MTurley Law Firm Profit Sharing - 401(k) PlanTurley Law Firm Profit Shari…$3M
End-of-year total assets ($M) among Southerland, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$216K
Employer EIN620190550
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southerland, Inc.)

Sponsor-wide plan assets over time

All Southerland, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.51119500882705% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M 202220232024 $2.25M $2.75M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 248 $2M
2023 1 229 $3M
2024 1 229 $3M

Nearby 401(k) Plans in Tennessee

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

Southerland, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Southerland, Inc. Profit Sharing Plan, Total assets ($B): 0.002754995 · Participants: 229Southerland, Inc. Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Southerland, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southerland, Inc. Profit Sharing Plan side-by-side with 3 peers →

Southerland, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Lydia Home Association 401(k) Retirement Plan & Trust in IL ($3M); by covered participants it is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Southerland, Inc. Profit Sharing Plan assets move in 2024? ▼
Southerland, Inc. Profit Sharing Plan grew at a solid clip - up 8.5% during 2024, from $3M to $3M. Reported net income was $216K.
How have Southerland, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southerland, Inc.'s sponsor-wide assets grew 22.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Southerland, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lydia Home Association 401(k) Retirement Plan & Trust in IL ($3M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Southerland, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants, N/A 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 620190550.

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.