401(k) · DOL Form 5500 · 2024

Jefferson Southern Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 283
Participants Below avg headcount: 46th
Percentile by assets National rank: $21,548
Avg per participant Low balance/head

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Official DOL plan name: Jefferson Southern 401(k) Plan · Sponsored by Jefferson Southern Corporation · Georgia · Manufacturing

$6M in assets, 283 participants

Jefferson Southern Corporation's Jefferson Southern 401(k) Plan reported $6M in total assets and 283 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

#5,173 in Manufacturing (17,777 peers)

Coverage in Georgia

Jefferson Southern 401(k) Plan covers 283 participants in Georgia, about 26% of the average Georgia filer (state average ~1,096 per filing). Assets: $6M.

#5,173
in Manufacturing (17,777 peers): +11.9%
assets growth YoY

Jefferson Southern 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Jefferson Southern 401(k) Plan vs every filed plan by assets

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

$6,098,023 46th percentile higher than 46% 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

Jefferson Southern 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. Jefferson Southern 401(k) Plan sits mid-pack in the medium band (283 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Jefferson Southern 401(k) Plan reported net income fell from $946K in the plan year 2023 filing to $650K in the plan year 2024 filing.
Jefferson Southern 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311722250 · Jefferson Southern Corporation PY 2024 · 401(k)

Jefferson Southern 401(k) Plan · $6M · 283 · 46th

BOOK $6M
BOOK 283
BOOK 46th
BOOK 401(k)
BOOK near Buckeye Caribbean Terminals Retirement Savings Plan
BOOK ind #5173

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 →

End-of-year total assets ($M) among Jefferson Southern 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$650K
Employer EIN	311722250
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jefferson Southern Corporation)

Latest sponsor-wide plan assets: $6M 35.466948233071584% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	310	$5M
2023	1	281	$5M
2024	1	283	$6M

Nearby 401(k) Plans in Georgia

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

Jefferson Southern 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
Delta 401(k) Retirement Plan $19.0B · 89,836
Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
UPS 401(k) Savings Plan $14.2B · 95,250
The Home Depot Futurebuilder $14.1B · 398,464

Compare Jefferson Southern 401(k) Plan side-by-side with 3 peers →

Jefferson Southern 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Buckeye Caribbean Terminals Retirement Savings Plan in PR ($6M); by covered participants it is Jpi Retirement Plan in TX (283 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Buckeye Caribbean Terminals Retirement Savings Plan (PR) $6M · 15
S & H Farm Supply Employee Savings & Retirement Pl (KS) $6M · 231
Caliber Plumbing & Mechanical Inc. 401(k) Plan (OR) $6M · 89
Bomnin Automotive Group 401(k) Plan (FL) $6M · 622

Similar participant headcount

Nearest other-state filings by covered participants (283 participants); asset peers above are excluded.

Jpi Retirement Plan (TX) 283 · 0 off
Sentinel 401(k) and Profit Sharing Plan (CA) 283 · 0 off
Dave Operating LLC 401(k) Plan (CA) 283 · 0 off
Marine Layer 401(k) Plan (CA) 283 · 0 off

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 Jefferson Southern 401(k) Plan assets move in 2024? ▼

Jefferson Southern 401(k) Plan grew at a solid clip - up 11.9% during 2024, from $5M to $6M. Reported net income was $650K.

How have Jefferson Southern Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jefferson Southern Corporation's sponsor-wide assets grew 35.5%, from $5M to $6M.

Which 401(k) plans are similar in size to Jefferson Southern 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Buckeye Caribbean Terminals Retirement Savings Plan in PR ($6M, 15 participants).

Which 401(k) plans cover a similar participant headcount to Jefferson Southern 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Jpi Retirement Plan in TX (283 participants, $28M 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 311722250.