Southern States Cooperative 401(k) and pension plans

Southern States Cooperative, Inc., Richmond, VA. EIN 54-0387200. Annual reports 2009–2025. Also filed as Southern States Cooperative, Inc & Includible Subsidiaries; Southern States Coop., Inc & Includible Subsidiaries; Southern States Cooperative, Inc. & Includible Subsidiaries; Southern States Cooperative, Inc. & & Includible Subsidiaries.

Southern States Cooperative, Inc. has 2 active retirement plans on file. The largest is the Southern States Retirement Savings Plan, with 2,394 participants and $231 million in assets in 2025. Fidelity has been its recordkeeper since 2009.

Active plans: 2
Participants: 5,390
Plan assets: $426 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Wholesale trade

All 2 plans

Active plans first

Southern States Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 334Employer EIN 54-0387200
Participants (2025): 2,394
Net assets (2025): $231 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Employee Benefits Committee
6606 West Broad Street
Richmond, VA 23230
(804) 281-1381As filed for 2025
In effect since: August 1, 1977

Earlier sponsor: Southern States Cooperative, Inc & Includible Subsidiaries (2009–2021).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	2,394	$231 million	Fidelity
2024	2,590	$227 million	Fidelity
2023	2,673	$222 million	Fidelity
2022	2,832	$212 million	Fidelity
2021	3,853	$277 million	Fidelity
2020	3,979	$279 million	Fidelity
2019	3,985	$260 million	Fidelity
2018	3,965	$228 million	Fidelity
2017	4,080	$253 million	Fidelity
2016	4,278	$228 million	Fidelity
2015	4,577	$227 million	Fidelity
2014	4,563	$231 million	Fidelity
2013	4,432	$222 million	Fidelity
2012	4,828	$196 million	Fidelity
2011	4,912	$179 million	Fidelity
2010	5,245	$183 million	Fidelity
2009	5,246	$167 million	Fidelity

Retirement Plan for Employees of Southern States

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 333Employer EIN 54-0387200
Participants (2024): 2,996
Net assets (2024): $195 million
Plan administrator: Employee Benefits Committee
6606 West Broad Street
Richmond, VA 23230
(804) 281-1381As filed for 2024
In effect since: July 1, 1944

Earlier sponsors: Southern States Coop., Inc & Includible Subsidiaries (2009); Southern States Cooperative, Inc. & Includible Subsidiaries (2010–2020).

Earlier plan names: Retirement Plan for the Employees of Southern States.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,996	$195 million	not listed
2023	3,113	$192 million	not listed
2022	3,247	$192 million	not listed
2021	3,338	$193 million	not listed
2020	3,460	$237 million	not listed
2019	3,605	$207 million	not listed
2018	3,702	$216 million	not listed
2017	3,818	$216 million	not listed
2016	3,966	$213 million	not listed
2015	4,160	$204 million	not listed
2014	4,255	$203 million	not listed
2013	4,378	$200 million	not listed
2012	4,428	$177 million	not listed
2011	5,373	$194 million	not listed
2010	5,434	$203 million	not listed
2009	5,546	$178 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Southern States Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((804) 281-1381). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Southern States Retirement Savings Plan

Retirement Plan for Employees of Southern States

If you had money in one of these plans

What these numbers are

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