401(k) · DOL Form 5500 · 2024

Southern Beverage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
235
Participants Below avg headcount
56th
Percentile by assets National rank
$42,185
Avg per participant Low balance/head
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Official DOL plan name: Southern Beverage Company, Inc. 401(k) Plan · Sponsored by Southern Beverage Company, Inc. · Mississippi · Manufacturing

$10M in assets, 235 participants

Southern Beverage Company, Inc.'s Southern Beverage Company, Inc. 401(k) Plan reported $10M in total assets and 235 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #7,345 in Manufacturing (17,777 peers)

Southern Beverage Company, Inc. multi-year trail

Southern Beverage Company, Inc.'s plans moved +15.4% in assets from 2022 to 2024; this filing shows Southern Beverage Company, Inc. 401(k) Plan at $10M / 235 participants.

#7,345
in Manufacturing (17,777 peers)
+4.8%
assets growth YoY

Southern Beverage Company, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Southern Beverage Company, Inc. 401(k) Plan vs every filed plan by assets

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

$9,913,379 Top 44% higher than 56% 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

Southern Beverage Company, Inc. 401(k) 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. Southern Beverage Company, Inc. 401(k) Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Beverage Company, Inc. 401(k) Plan reported net income fell from $871K in the plan year 2023 filing to $454K in the plan year 2024 filing.
  • Southern Beverage Company, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Southern Beverage Company, Inc. 401(k) Plan reported participants fell from 240 in the plan year 2023 filing to 235 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 640289796 · Southern Beverage Company, Inc. PY 2024 · 401(k)

Southern Beverage Company, Inc. 401(k) Plan · $10M · 235 · 56th

  • PCT $10M
  • EIN 235
  • RANK 56th
  • PHOTO 401(k)
  • IND near Baystate Ob/Gyn Group, Inc. 401(k) Profit Sharing Plan
  • EOY ind #7345

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 Mississippi →

Southern Beverage Company, Inc. 401(k) Plan in the asset neighbourhood

Southern Beverage Company, Inc. 401(k) PlanSouthern Beverage Company, I…$10MBaystate Ob/Gyn Group, Inc. 401(k) Profit Sharing PlanBaystate Ob/Gyn Group, Inc. …$10MHoveround Corporation 401(k) PlanHoveround Corporation 401(k)…$10MUnited Concrete Products, Inc. 401(k) Profit Sharing Plan and TrustUnited Concrete Products, In…$10MLeadership Connect, Inc. Retirement PlanLeadership Connect, Inc. Ret…$10M
End-of-year total assets ($M) among Southern Beverage Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southern Beverage Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southern Beverage Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 15.421480707954998% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.59M $9.91M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 242 $9M
2023 1 240 $9M
2024 1 235 $10M

Southern Beverage Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$454K
Employer EIN640289796
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Southern Beverage Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Southern Beverage Company, Inc. 401(k) Plan, Total assets ($M): 9.913379 · Participants: 235Southern Beverage Company, Inc. 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Southern Beverage Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Southern Beverage Company, Inc. 401(k) Plan side-by-side with 3 peers →

Southern Beverage Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Baystate Ob/Gyn Group, Inc. 401(k) Profit Sharing Plan in MA ($10M); by covered participants it is Casa Mechanical Services 401(k) Retirement Plan in TX (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Southern Beverage Company, Inc. 401(k) Plan assets move in 2024? ▼
Southern Beverage Company, Inc. 401(k) Plan edged up modestly - up 4.8% during 2024, from $9M to $10M. Reported net income was $454K.
How have Southern Beverage Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Beverage Company, Inc.'s sponsor-wide assets grew 15.4%, from $9M to $10M.
Which 401(k) plans are similar in size to Southern Beverage Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baystate Ob/Gyn Group, Inc. 401(k) Profit Sharing Plan in MA ($10M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Southern Beverage Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casa Mechanical Services 401(k) Retirement Plan in TX (235 participants, $7M 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 640289796.

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.