401(k) · DOL Form 5500 · 2024

Southbridge, LLC 401(k) Psp 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
12
Participants Small participant base
52nd
Percentile by assets National rank
$702,309
Avg per participant High balance/head
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Official DOL plan name: Southbridge, LLC. 401(k) Retirement Plan · Sponsored by Southbridge, LLC 401(k) Psp · Alabama · Other Services

$8M in assets, 12 participants

Southbridge, LLC 401(k) Psp's Southbridge, LLC. 401(k) Retirement Plan reported $8M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,557 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Southbridge, LLC. 401(k) Retirement Plan ranks #5,557 of 7,719 2024 filers by assets (238% of the sector average)-$8M for 12 participants.

#5,557
in Other Services (7,719 peers)
+2.2%
assets growth YoY

Southbridge, LLC. 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers

Southbridge, LLC. 401(k) Retirement Plan vs every filed plan by assets

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

$8,427,703 Top 48% higher than 52% 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

Southbridge, LLC. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southbridge, LLC. 401(k) Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southbridge, LLC. 401(k) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $183K in the plan year 2024 filing.
  • Southbridge, LLC. 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 631158618 · Southbridge, LLC 401(k) Psp PY 2024 · 401(k)

Southbridge, LLC. 401(k) Retirement Plan · $8M · 12 · 52nd

  • PHOTO $8M
  • IND 12
  • EOY 52nd
  • 5500 401(k)
  • ASSETS near The Woodlands Christian Academy 403(b) Plan
  • PCT ind #5557

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 Other Services retirement plans → · Plans in Alabama →

Southbridge, LLC. 401(k) Retirement Plan in the asset neighbourhood

Southbridge, LLC. 401(k) Retirement PlanSouthbridge, LLC. 401(k) Ret…$8MThe Woodlands Christian Academy 403(b) PlanThe Woodlands Christian Acad…$8MDubose Strapping Inc 401(k) Profit Sharing Plan & TrustDubose Strapping Inc 401(k) …$8MAnchorage Pediatric Group Profit Sharing Plan and TrustAnchorage Pediatric Group Pr…$8MBijan Zardouz Md Inc. Profit Sharing PlanBijan Zardouz Md Inc. Profit…$8M
End-of-year total assets ($M) among Southbridge, LLC. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$183K
Employer EIN631158618
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southbridge, LLC 401(k) Psp)

Sponsor-wide plan assets over time

All Southbridge, LLC 401(k) Psp plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.451347920396845% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.88M $8.43M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 12 $7M
2023 1 12 $8M
2024 1 12 $8M

Nearby 401(k) Plans in Alabama

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

Southbridge, LLC. 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Southbridge, LLC. 401(k) Retirement Plan, Total assets ($B): 0.008427703 · Participants: 12Southbridge, LLC. 401(k) Retirement 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
Southbridge, LLC. 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Southbridge, LLC. 401(k) Retirement Plan side-by-side with 3 peers →

Southbridge, LLC. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is The Woodlands Christian Academy 403(b) Plan in TX ($8M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Southbridge, LLC. 401(k) Retirement Plan assets move in 2024? ▼
Southbridge, LLC. 401(k) Retirement Plan edged up modestly - up 2.2% during 2024, from $8M to $8M. Reported net income was $183K.
How have Southbridge, LLC 401(k) Psp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southbridge, LLC 401(k) Psp's sponsor-wide assets grew 22.5%, from $7M to $8M.
Which 401(k) plans are similar in size to Southbridge, LLC. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Woodlands Christian Academy 403(b) Plan in TX ($8M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Southbridge, LLC. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 631158618.

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.