Defined Benefit (Pension) · DOL Form 5500 · 2024
Southern States Cooperative, Inc. Pension Plan
Data updated 2026-08-11
- $195M
- Total assets
- 308
- Participants
- 94th
- Percentile by assets
- $632,170
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $195M
- total plan assets (2024 EOY)
- 308
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $632,170
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Retirement Plan for Employees of Southern States reports 308 participants - about 39% of that state average ($195M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $192M |
|---|---|
| Net Assets (End of Year) | $195M |
| Net Income | $3M |
| Employer EIN | 540387200 |
| Plan Effective Date | 1944-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern States Cooperative, Inc.)
| 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
- Northrop Grumman Pension Plan $18.8B · 12,678
- Retirement Security Plan $11.5B · 56,633
- Sheet Metal Workers' National Pension Fund $8.9B · 63,530
- Ng Space&mission Systems Corp Salaried Pension Pla $8.4B · 6,737
- Dominion Energy Pension Plan $8.3B · 11,758
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of Southern States by total assets, not by location.
- Banquet Employees - Unions Pension Trust Fund (NE) $195M · 830
- Bemis Retirement Plan (WI) $195M · 1,021
- Michigan Bac Pension Fund (MI) $195M · 1,207
- Employees' Retirement Plan of the National Geographic Society (DC) $195M · 60
Frequently Asked Questions
How did Retirement Plan for Employees of Southern States assets move in 2024? ▼
How have Southern States Cooperative, Inc. plan assets changed over time? ▼
Where does Retirement Plan for Employees of Southern States rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Southern States? ▼
Next read for Retirement Plan for Employees of Souther…
Filing takeaways
Ways to act on Retirement Plan for Employees of Southern States's numbers.
- By total assets, Retirement Plan for Employees of Southern States ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Virginia. Compare plans
- Southern States Cooperative, Inc.'s sponsor-wide assets have grown 4.5% since 2022 across 3 plan years on file. More Wholesale Trade plans