Money Purchase · DOL Form 5500 · 2024
Southern States Savings & Retirement Plan Trust Money Purchase Plan
Data updated 2026-08-25
- $193M
- Total assets Near avg plan size
- 13,122
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $14,700
- Avg per participant Low balance/head
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.
- #3,051 in Transportation & Warehousing (3,299 peers)
Coverage in Florida
Southern States Savings & Retirement Plan Trust covers 13,122 participants in Florida, 21x the typical Florida plan (state average ~628 per filing). Assets: $193M.
- #3,051
- in Transportation & Warehousing (3,299 peers)
- +8.2%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Southern States Savings & Retirement Plan Trust's outsized position by total assets
Southern States Savings & Retirement Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$192,890,280 Top 6% higher than 94% 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
Southern States Savings & Retirement Plan Trust's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern States Savings & Retirement Plan Trust is a mega filing (13,122 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 591785571 · Southern States Savings & Retirement Plan Trust PY 2024 · Money Purchase
Southern States Savings & Retirement Plan Trust · $193M · 13,122 · 94th
- EIN $193M
- RANK 13,122
- PHOTO 94th
- IND Money Purchase
- EOY near IBEW Local Union 375 Electricians' Retirement Plan
- 5500 ind #3051
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 Transportation & Warehousing retirement plans → · Plans in Florida →
Southern States Savings & Retirement Plan Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Southern States Savings & Retirement Plan Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $193M 20.252870678546145% vs 2022
- 2024 filing year
| 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.
- 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 $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 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 |
Southern States Savings & Retirement Plan Trust's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is IBEW Local Union 375 Electricians' Retirement Plan in PA ($193M); by covered participants it is Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups in CA (12,349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($193M here).
Similar participant headcount
Nearest other-state filings by covered participants (13,122 participants); asset peers above are excluded.
- Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups (CA) 12,349 · 773 off
- The Mitre Corporation Qualified Retirement Plan (VA) 12,228 · 894 off
- Tiaa Retirement Plan (NY) 11,906 · 1,216 off
- Harvard University Defined Contribution Retirement Plan (MA) 14,571 · 1,449 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.