Money Purchase · DOL Form 5500 · 2024
Southern States Savings & Retirement Plan Trust Money Purchase Plan
Data updated 2026-08-06
- $193M
- Total assets
- 13,122
- Participants
- 94th
- Percentile by assets
- $14,700
- Avg per participant
Official DOL plan name: Southern States Savings & Retirement Plan Trust · Sponsored by Southern States Savings & Retirement Plan Trust · Florida · Transportation & Warehousing
$193M in assets, 13,122 participants
Southern States Savings & Retirement Plan Trust's Southern States Savings & Retirement Plan Trust reported $193M in total assets and 13,122 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 116,472 plans)
- #2,900 in Transportation & Warehousing (3,127 peers)
Coverage in Florida
Southern States Savings & Retirement Plan Trust covers 13,122 participants in Florida, 21x the typical Florida plan (state average ~631 per filing). Assets: $193M.
- $193M
- total plan assets (2024 EOY)
- 13,122
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $14,700
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern States Savings & Retirement Plan Trust reported net income fell from $18M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Southern States Savings & Retirement Plan Trust end-of-year assets rose from $178M in the plan year 2023 filing to $193M in the plan year 2024 filing.
- Southern States Savings & Retirement Plan Trust reported participants fell from 13,258 in the plan year 2023 filing to 13,122 in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. Southern States Savings & Retirement Plan Trust reports 13,122 participants - 21x that state average ($193M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $178M |
|---|---|
| Net Assets (End of Year) | $193M |
| Net Income | $15M |
| Employer EIN | 591785571 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern States Savings & Retirement Plan Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13,122 | $160M |
| 2023 | 1 | 13,258 | $178M |
| 2024 | 1 | 13,122 | $193M |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Southern States Savings & Retirement Plan Trust vs. nearby Money Purchase plans in Florida, assets vs. participants
- Elliott Money Purchase Pension Plan $457M · 494
- Carolina Electrical Workers Retirement Fund $154M · 6,154
- NECA-IBEW 177 Pension Fund $144M · 1,412
- Lifelink Foundation, Inc. Retirement Plan $99M · 471
- I.B.E.W. Local Union No. 728 Annuity Fund $93M · 1,745
Scale composition for Southern States Savings & Retirement Plan Trust
Southern States Savings & Retirement Plan Trust reports $193M in end-of-year assets across 13,122 participants (0.002% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.015% of 89,805,449 covered participants) - about $14,700 per participant (11% of the national average assets-per-participant) . Net income for plan year 2024 was $15M.
This plan identity (EIN 591785571, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $160M to $193M (+20.3%) while covered participants moved from 13,122 to 13,122 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,122 | $160M | Open filing |
| 2023 | 13,258 | $178M | Open filing |
| 2024 · index core | 13,122 | $193M | This page |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Southern States Savings & Retirement Plan Trust by total assets, not by location.
Frequently Asked Questions
How did Southern States Savings & Retirement Plan Trust assets move in 2024? ▼
How have Southern States Savings & Retirement Plan Trust plan assets changed over time? ▼
Where does Southern States Savings & Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Southern States Savings & Retirement Plan Trust? ▼
Next read for Southern States Savings & Retirement Pla…
Filing takeaways
Ways to act on Southern States Savings & Retirement Plan Trust's numbers.
- By total assets, Southern States Savings & Retirement Plan Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
- Southern States Savings & Retirement Plan Trust's sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Transportation & Warehousing plans