Defined Benefit (Pension) · DOL Form 5500 · 2024

Southern States Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$195M
Total assets Near avg plan size
308
Participants Below avg headcount
94th
Percentile by assets National rank
$632,170
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Southern States · Sponsored by Southern States Cooperative, Inc. · Virginia · Wholesale Trade

$195M in assets, 308 participants

Southern States Cooperative, Inc.'s Retirement Plan for Employees of Southern States reported $195M in total assets and 308 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.

  • #5,807 in Wholesale Trade (6,080 peers)

Coverage in Virginia

Retirement Plan for Employees of Southern States covers 308 participants in Virginia, about 39% of the average Virginia filer (state average ~782 per filing). Assets: $195M.

#5,807
in Wholesale Trade (6,080 peers)
+1.4%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Retirement Plan for Employees of Southern States's outsized position by total assets

Retirement Plan for Employees of Southern States vs every filed plan by assets

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

$194,708,288 Top 6% higher than 94% 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

Retirement Plan for Employees of Southern States 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. Retirement Plan for Employees of Southern States sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Southern States reported net income rose from $481K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Retirement Plan for Employees of Southern States reported participants rose from 247 in the plan year 2023 filing to 308 in the plan year 2024 filing.
  • Retirement Plan for Employees of Southern States end-of-year assets rose from $192M in the plan year 2023 filing to $195M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 540387200 · Southern States Cooperative, Inc. PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Southern States · $195M · 308 · 94th

  • RANK $195M
  • PHOTO 308
  • IND 94th
  • EOY Defined Benefit (Pension)
  • 5500 near Banquet Employees - Unions Pension Trust Fund
  • ASSETS ind #5807

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 Virginia →

Retirement Plan for Employees of Southern States in the asset neighbourhood

Employees' Retirement Plan of the National Geographic SocietyEmployees' Retirement Plan o…$195MMichigan Bac Pension Fund$195MBemis Retirement Plan$195MBanquet Employees - Unions Pension Trust FundBanquet Employees - Unions P…$195MRetirement Plan for Employees of Southern StatesRetirement Plan for Employee…$195M
End-of-year total assets ($M) among Retirement Plan for Employees of Southern States and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$192M
Net Assets (End of Year)$195M
Net Income$3M
Employer EIN540387200
Plan Effective Date1944-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern States Cooperative, Inc.)

Sponsor-wide plan assets over time

All Southern States Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$421M 4.5245706298363695% vs 2022
2024 filing year
$400M$410M$420M$430M 202220232024 $403M $421M ▲ +4.5%
Year Plans Participants Total Assets
2022 2 2,559 $403M
2023 2 1,892 $414M
2024 2 1,845 $421M

Nearby Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Southern States vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Retirement Plan for Employees of Southern States, Total assets ($B): 0.194708288 · Participants: 308Retirement Plan for Employees of Southern StatesNorthrop Grumman Pension Plan, Total assets ($B): 18.781759216 · Participants: 12678Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 11.481735153 · Participants: 56633Retirement Security PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 8.902237059 · Participants: 63530Sheet Metal Workers' National Pension FundNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.398702873 · Participants: 6737Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 8.332769083 · Participants: 11758Dominion Energy Pension Plan
Retirement Plan for Employees of Southern States vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Retirement Plan for Employees of Southern States side-by-side with 3 peers →

Retirement Plan for Employees of Southern States's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Banquet Employees - Unions Pension Trust Fund in NE ($195M); by covered participants it is Dairy Farmers of America, Inc. Retirement Plan in KS (308 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($195M here).

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Retirement Plan for Employees of Southern States assets move in 2024? ▼
Retirement Plan for Employees of Southern States edged up modestly - up 1.4% during 2024, from $192M to $195M. Reported net income was $3M.
How have Southern States Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern States Cooperative, Inc.'s sponsor-wide assets grew 4.5%, from $403M to $421M.
Where does Retirement Plan for Employees of Southern States rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Southern States ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Southern States? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Banquet Employees - Unions Pension Trust Fund in NE ($195M, 830 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Southern States? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dairy Farmers of America, Inc. Retirement Plan in KS (308 participants, $94M 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 540387200.

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.