401(k) · DOL Form 5500 · 2024

Harris Freeman and Co., Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
134
Participants Small participant base
41st
Percentile by assets National rank
$34,467
Avg per participant Low balance/head
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Official DOL plan name: Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan · Sponsored by Harris Freeman and Co., Inc. · Georgia · Manufacturing

$5M in assets, 134 participants

Harris Freeman and Co., Inc.'s Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan reported $5M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,199 in Manufacturing (17,777 peers)

Coverage in Georgia

Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan covers 134 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $5M.

#4,199
in Manufacturing (17,777 peers)
+16.2%
assets growth YoY

Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan's mid-pack asset rank among Manufacturing and all filers

Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan vs every filed plan by assets

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

$4,618,582 41st percentile higher than 41% 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 Tea, LLC Bargaining Unit Employees 401(k) Pension 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 Tea, LLC Bargaining Unit Employees 401(k) Pension Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan reported participants fell from 136 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 760701392 · Harris Freeman and Co., Inc. PY 2024 · 401(k)

Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan · $5M · 134 · 41st

  • SCH $5M
  • EBSA 134
  • PART 41st
  • TYPE 401(k)
  • NET near Transformation Systems, Inc. 401(k) Plan
  • BOOK ind #4199

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 →

Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan in the asset neighbourhood

Southern Tea, LLC Bargaining Unit Employees 401(k) Pension PlanSouthern Tea, LLC Bargaining…$5MTransformation Systems, Inc. 401(k) PlanTransformation Systems, Inc.…$5MT-Metrics 401(k)$5MBon Tool Company Inc. Profit Sharing PlanBon Tool Company Inc. Profit…$5MAms, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$656K
Employer EIN760701392
Plan Effective Date1970-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Harris Freeman and Co., Inc.)

Sponsor-wide plan assets over time

All Harris Freeman and Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 56.25234197605378% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $10.6M $4.62M ▼ -56.3%
Year Plans Participants Total Assets
2022 3 259 $11M
2023 3 266 $4M
2024 1 134 $5M

Nearby 401(k) Plans in Georgia

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

Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan, Total assets ($B): 0.004618582 · Participants: 134Southern Tea, LLC Bargaining Unit Employees 401(k) Pension PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan side-by-side with 3 peers →

Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Transformation Systems, Inc. 401(k) Plan in VA ($5M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Tea, LLC Bargaining Unit Employees 401(k) Pension Plan assets move in 2024? ▼
Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan grew sharply - up 16.2% during 2024, from $4M to $5M. Reported net income was $656K.
How have Harris Freeman and Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harris Freeman and Co., Inc.'s sponsor-wide assets declined 56.3%, from $11M to $5M.
Which 401(k) plans are similar in size to Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transformation Systems, Inc. 401(k) Plan in VA ($5M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Southern Tea, LLC Bargaining Unit Employees 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 760701392.

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.