Money Purchase · DOL Form 5500 · 2024
The Southern Group Inc Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $809,855
- Avg per participant High balance/head
Official DOL plan name: The Southern Group Inc Money Purchase Pension Plan · Sponsored by The Southern Group Inc · Ohio · Construction
$5M in assets, 6 participants
The Southern Group Inc's The Southern Group Inc Money Purchase Pension Plan reported $5M in total assets and 6 participants in its 2024 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.
- #3,607 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 Money Purchase Pension Plan at $5M / 6 participants.
- #3,607
- in Construction (9,039 peers)
- +17.3%
- assets growth YoY
The Southern Group Inc Money Purchase Pension Plan's mid-pack asset rank among Construction and all filers
The Southern Group Inc Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,859,130 41st percentile higher than 41% of 123,620 filed plans
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 Money Purchase Pension 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 Money Purchase Pension Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Southern Group Inc Money Purchase Pension Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The Southern Group Inc Money Purchase Pension Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- The Southern Group Inc Money Purchase Pension Plan reported net income fell from $815K in the plan year 2023 filing to $718K in the plan year 2024 filing.
DOL schedule card
Filing strip 311204334 · The Southern Group Inc PY 2024 · Money Purchase
The Southern Group Inc Money Purchase Pension Plan · $5M · 6 · 41st
- PHOTO $5M
- IND 6
- EOY 41st
- 5500 Money Purchase
- ASSETS near DC Pension Plan for Employees of Legal Services of the Hudson Valley
- PCT ind #3607
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 Money Purchase Pension Plan in the asset neighbourhood
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
| 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) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $718K |
| Employer EIN | 311204334 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- University of Dayton Defined Contribution Retirement Plan $382M · 3,130
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
The Southern Group Inc Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is DC Pension Plan for Employees of Legal Services of the Hudson Valley in NY ($5M); by covered participants it is Nirupama P Patel in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Nirupama P Patel (TX) 6 · 0 off
- Nirupama P Patel (TX) 6 · 0 off
- Local 1109 Severance Fund (NY) 6 · 0 off
- Instituto Cardiologico De Arecibo Instituto Cardiologico De Arecibo, Csp Retirement Plan (PR) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.