Profit Sharing · DOL Form 5500 · 2024

The Southern Group Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
31st
Percentile by assets National rank
$469,069
Avg per participant High balance/head
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Official DOL plan name: The Southern Group Inc Profit Sharing Plan · Sponsored by The Southern Group Inc · Ohio · Construction

$2M in assets, 5 participants

The Southern Group Inc's The Southern Group Inc Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,682 in Construction (9,039 peers)

The Southern Group Inc multi-year trail

The Southern Group Inc's plans moved +50.2% in assets from 2022 to 2024; this filing shows The Southern Group Inc Profit Sharing Plan at $2M / 5 participants.

#2,682
in Construction (9,039 peers)
+24.6%
assets growth YoY

The Southern Group Inc Profit Sharing Plan among the smaller filed plans by assets

The Southern Group Inc Profit Sharing Plan vs every filed plan by assets

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

$2,345,343 31st percentile higher than 31% 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

The Southern Group Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Southern Group Inc Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Southern Group Inc Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Southern Group Inc Profit Sharing Plan reported net income rose from $413K in the plan year 2023 filing to $463K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 311204334 · The Southern Group Inc PY 2024 · Profit Sharing

The Southern Group Inc Profit Sharing Plan · $2M · 5 · 31st

  • EBSA $2M
  • EBSA 5
  • EBSA 31st
  • EBSA Profit Sharing
  • EBSA near Louisiana Controls & Instrumentation Inc. Psp
  • EBSA ind #2682

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 Construction retirement plans → · Plans in Ohio →

The Southern Group Inc Profit Sharing Plan in the asset neighbourhood

The Southern Group Inc Profit Sharing PlanThe Southern Group Inc Profi…$2MLimbaugh Orthodontics, PC Profit Sharing PlanLimbaugh Orthodontics, PC Pr…$2MLouisiana Controls & Instrumentation Inc. PspLouisiana Controls & Instrum…$2MDonald M. Churilla Profit Sharing PlanDonald M. Churilla Profit Sh…$2MPark Place Associates Retirement PlanPark Place Associates Retire…$2M
End-of-year total assets ($M) among The Southern Group Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

The Southern Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All The Southern Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 50.24130038195989% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.8M $7.2M ▲ +50.0%
Year Plans Participants Total Assets
2022 2 9 $5M
2023 2 12 $6M
2024 2 11 $7M

The Southern Group Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$463K
Employer EIN311204334
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Southern Group Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants The Southern Group Inc Profit Sharing Plan, Total assets ($B): 0.002345343 · Participants: 5The Southern Group Inc Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
The Southern Group Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare The Southern Group Inc Profit Sharing Plan side-by-side with 3 peers →

The Southern Group Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Louisiana Controls & Instrumentation Inc. Psp in FL ($2M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 The Southern Group Inc Profit Sharing Plan assets move in 2024? ▼
The Southern Group Inc Profit Sharing Plan grew sharply - up 24.6% during 2024, from $2M to $2M. Reported net income was $463K.
How have The Southern Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Southern Group Inc's sponsor-wide assets grew 50.2%, from $5M to $7M.
Which Profit Sharing plans are similar in size to The Southern Group Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Louisiana Controls & Instrumentation Inc. Psp in FL ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to The Southern Group Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 311204334.

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.