My Plan Facts

Employers › Georgia

Employer · plans filed under one EIN

Southwire Company, LLC

Carrollton, GA · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$901Mnet assets across plans
15,787participant records13,293 active
$19.9Memployer contributions, latest plan years$1,495 per active record
$1.7MSchedule C compensation to organisations$106.30 per participant record

Southwire Company, LLC, based in Carrollton, Georgia, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 15,787 participant records and $901M in net assets.

The largest is Southwire Company Hourly 401(k) Plan, a 401(k) plan with 6,816 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $19.9M and participant contributions $56.9M in the latest plan years; benefits paid were $86.0M. Schedule C compensation reported to service provider organisations totalled $1.7M.

Combined net assets moved from $236M in 2009 to $901M in 2024 (up 282%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Southwire Company Hourly 401(k) Plan401(k) plan20246,816$250M$36,709$834$457K
Southwire Company Hourly Pension Plandefined benefit pension plan20246,136$145M$23,577$1,190$478K
Southwire Company Salaried 401(k) Plan401(k) plan20242,835$506M$178,498$3,837$742K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $236M2010: $255M2011: $253M2012: $294M2013: $343M2014: $351M2015: $405M2016: $451M2017: $561M2018: $536M2019: $639M2020: $691M2021: $784M2022: $670M2023: $807M2024: $901M$236M$901M20092012201620202024
Combined net assets
2009: 8,0572010: 8,6512011: 8,9762012: 9,2842013: 9,8202014: 9,4252015: 9,8762016: 11,8992017: 12,2372018: 12,8912019: 12,7722020: 12,9812021: 13,2012022: 14,8542023: 15,3982024: 15,7878,05715,78720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024315,787$901M$19.9M$56.9M
2023315,398$807M$30.3M$51.1M
2022314,854$670M$35.3M$46.9M
2021313,201$784M$16.8M$37.5M
2020312,981$691M$23.4M$33.4M
2019312,772$639M$12.1M$31.6M
2018312,891$536M$10.0M$29.2M
2017312,237$561M$40.9M$25.7M
2016311,899$451M$18.7M$24.3M
201539,876$405M$10.4M$16.6M
201439,425$351M$10.0M$17.0M
201339,820$343M$9.7M$16.1M
201239,284$294M$9.2M$13.9M
201138,976$253M$9.6M$11.6M
201038,651$255M$6.6M$10.5M
200938,057$236M$3.8M$9.8M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments InstitutionalParticipant loan processing2$732,000
Strategic Advisors, Inc.Investment advisory (plan)2$364,734
FutureplanActuarial; Claims processing; Recordkeeping and information management; Consulting (general)1$303,239
PrincipalRecordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Investment advisory (plan); Investment management1$175,000
CAPTRUSTInvestment advisory (plan)2$103,125

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$732K
Strategic Advisors, Inc.$365K
Futureplan$303K
Principal$175K
CAPTRUST$103K

Questions and answers

How many retirement plans does Southwire Company, LLC have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Southwire Company Hourly 401(k) Plan, Southwire Company Hourly Pension Plan and Southwire Company Salaried 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Southwire Company, LLC contribute to its plans?

$19,868,826 in employer contributions across these plans in their latest plan years, about $1,495 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional, Strategic Advisors, Inc., Futureplan and Principal and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.