401(k) · DOL Form 5500 · 2024

Southern Development Resources, LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
267
Participants Below avg headcount
80th
Percentile by assets National rank
$132,417
Avg per participant Near avg balance/head
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Official DOL plan name: Southern Development Resources, LLC Retirement Plan · Sponsored by Southern Development Resources, LLC · Mississippi · Healthcare & Social Assistance

$35M in assets, 267 participants

Southern Development Resources, LLC's Southern Development Resources, LLC Retirement Plan reported $35M in total assets and 267 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,995 in Healthcare & Social Assistance (16,916 peers)

Where Southern Development Resources, LLC Retirement Plan sits by assets

Southern Development Resources, LLC Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 267 participants (~$132,417/participant), up 7.1% in 2024.

#13,995
in Healthcare & Social Assistance (16,916 peers)
+7.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Southern Development Resources, LLC Retirement Plan's outsized position by total assets

Southern Development Resources, LLC Retirement Plan vs every filed plan by assets

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

$35,355,257 Top 20% higher than 80% 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 Development Resources, LLC Retirement 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 Development Resources, LLC Retirement Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Development Resources, LLC Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Southern Development Resources, LLC Retirement Plan reported participants rose from 203 in the plan year 2023 filing to 267 in the plan year 2024 filing.
  • Southern Development Resources, LLC Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 640900779 · Southern Development Resources, LLC PY 2024 · 401(k)

Southern Development Resources, LLC Retirement Plan · $35M · 267 · 80th

  • PCT $35M
  • EIN 267
  • RANK 80th
  • PHOTO 401(k)
  • IND near Aracor, Inc. 401(k) Plan
  • EOY ind #13995

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 Healthcare & Social Assistance retirement plans → · Plans in Mississippi →

Southern Development Resources, LLC Retirement Plan in the asset neighbourhood

Southern Development Resources, LLC Retirement PlanSouthern Development Resourc…$35MAc Martin, Inc. 401(k) Plan$35MAracor, Inc. 401(k) Plan$35MCokinos & Young, a Professional Corporation 401(k) Profit Sharing PlanCokinos & Young, a Professio…$35MThe Clarke Group, Inc. Cash or Deferred Profit Sharing PlanThe Clarke Group, Inc. Cash …$35M
End-of-year total assets ($M) among Southern Development Resources, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN640900779
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Development Resources, LLC)

Sponsor-wide plan assets over time

All Southern Development Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 19.818390462505114% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.5M $35.4M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 220 $30M
2023 1 203 $33M
2024 1 267 $35M

Nearby 401(k) Plans in Mississippi

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

Southern Development Resources, LLC Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Southern Development Resources, LLC Retirement Plan, Total assets ($M): 35.355257 · Participants: 267Southern Development Resources, LLC Retirement 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 Development Resources, LLC Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Southern Development Resources, LLC Retirement Plan side-by-side with 3 peers →

Southern Development Resources, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Aracor, Inc. 401(k) Plan in TX ($35M); by covered participants it is Envirovac Holdings 401(k) Savings Plan in GA (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Development Resources, LLC Retirement Plan assets move in 2024? ▼
Southern Development Resources, LLC Retirement Plan grew at a solid clip - up 7.1% during 2024, from $33M to $35M. Reported net income was $2M.
How have Southern Development Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Development Resources, LLC's sponsor-wide assets grew 19.8%, from $30M to $35M.
Where does Southern Development Resources, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Southern Development Resources, LLC Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Southern Development Resources, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aracor, Inc. 401(k) Plan in TX ($35M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Southern Development Resources, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Envirovac Holdings 401(k) Savings Plan in GA (267 participants, $5M 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 640900779.

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.