401(k) · DOL Form 5500 · 2024

Sunsouth LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
436
Participants Below avg headcount
72nd
Percentile by assets National rank
$49,625
Avg per participant Low balance/head
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Official DOL plan name: Sunsouth LLC 401(k) Plan · Sponsored by Sunsouth LLC · Alabama · Wholesale Trade

$22M in assets, 436 participants

Sunsouth LLC's Sunsouth LLC 401(k) Plan reported $22M in total assets and 436 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,146 in Wholesale Trade (6,080 peers)

Sunsouth LLC multi-year trail

Sunsouth LLC's plans moved +29.7% in assets from 2022 to 2024; this filing shows Sunsouth LLC 401(k) Plan at $22M / 436 participants.

#4,146
in Wholesale Trade (6,080 peers)
+12.1%
assets growth YoY

Sunsouth LLC 401(k) Plan's outsized position by total assets

Sunsouth LLC 401(k) Plan vs every filed plan by assets

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

$21,636,563 Top 28% higher than 72% 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

Sunsouth LLC 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. Sunsouth LLC 401(k) Plan sits mid-pack in the medium band (436 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunsouth LLC 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Sunsouth LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sunsouth LLC 401(k) Plan reported participants fell from 453 in the plan year 2023 filing to 436 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 204736728 · Sunsouth LLC PY 2024 · 401(k)

Sunsouth LLC 401(k) Plan · $22M · 436 · 72nd

  • 5500 $22M
  • 5500 436
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Critical Care, Pulmonary and Sleep Associates, Professional LLP 401(k) Profit Sharing Plan
  • 5500 ind #4146

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 Wholesale Trade retirement plans → · Plans in Alabama →

Sunsouth LLC 401(k) Plan in the asset neighbourhood

Sunsouth LLC 401(k) Plan$22MCritical Care, Pulmonary and Sleep Associates, Professional LLP 401(k) Profit Sharing PlanCritical Care, Pulmonary and…$22MUS Healthvest Group 401(k) PlanUS Healthvest Group 401(k) P…$22MHaskell & White 401(k) Tax-Sheltered Savings PlanHaskell & White 401(k) Tax-S…$22MPhillips Companies 401(k) Profit Sharing PlanPhillips Companies 401(k) Pr…$22M
End-of-year total assets ($M) among Sunsouth LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sunsouth LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sunsouth LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 29.65630408010629% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.7M $21.6M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 439 $17M
2023 1 453 $19M
2024 1 436 $22M

Sunsouth LLC filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN204736728
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Sunsouth LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Sunsouth LLC 401(k) Plan, Total assets ($B): 0.021636563 · Participants: 436Sunsouth LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Sunsouth LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Sunsouth LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Critical Care, Pulmonary and Sleep Associates, Professional LLP 401(k) Profit Sharing Plan in CO ($22M); by covered participants it is Omega Engineering 401(k) Plan in CT (436 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (436 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 Sunsouth LLC 401(k) Plan assets move in 2024? ▼
Sunsouth LLC 401(k) Plan grew at a solid clip - up 12.1% during 2024, from $19M to $22M. Reported net income was $2M.
How have Sunsouth LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunsouth LLC's sponsor-wide assets grew 29.7%, from $17M to $22M.
Which 401(k) plans are similar in size to Sunsouth LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Critical Care, Pulmonary and Sleep Associates, Professional LLP 401(k) Profit Sharing Plan in CO ($22M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Sunsouth LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Omega Engineering 401(k) Plan in CT (436 participants, N/A 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 204736728.

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.