ESOP · DOL Form 5500 · 2022

Sotherly Hotels Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
27th
Percentile by assets National rank
$120,514
Avg per participant Near avg balance/head
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Official DOL plan name: Sotherly Hotels Inc. Employee Stock Ownership Plan · Sponsored by Sotherly Hotels Inc. · Virginia · Food Services & Accommodation

$1M in assets, 10 participants

Sotherly Hotels Inc.'s Sotherly Hotels Inc. Employee Stock Ownership Plan reported $1M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,833 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sotherly Hotels Inc. Employee Stock Ownership Plan ranks #2,833 of 4,592 2022 filers by assets (1623% of the sector average)-$1M for 10 participants.

#2,833
in Food Services & Accommodation (4,592 peers)
-15.1%
assets change YoY

Sotherly Hotels Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Sotherly Hotels Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,205,140 27th percentile higher than 27% of 139,123 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 2022

Sotherly Hotels Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sotherly Hotels Inc. Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

Published 5500 schedule card

Filing strip 201965427 · Sotherly Hotels Inc. PY 2022 · ESOP

Sotherly Hotels Inc. Employee Stock Ownership Plan · $1M · 10 · 27th

  • NET $1M
  • BOOK 10
  • VS-ST 27th
  • BOY ESOP
  • SCH near Southwest Networks, Inc Employee Stock Ownerhip Plan
  • EBSA ind #2833

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 What is an ESOP? → · Plans in Virginia →

Sotherly Hotels Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sotherly Hotels Inc. Employee Stock Ownership PlanSotherly Hotels Inc. Employe…$1MSouthwest Networks, Inc Employee Stock Ownerhip PlanSouthwest Networks, Inc Empl…$1MHighpoint Electric, Inc. Employee Stock Ownership PlanHighpoint Electric, Inc. Emp…$1MZima Holdings Employee Stock Ownership PlanZima Holdings Employee Stock…$1MDcg ESOP$1M
End-of-year total assets ($M) among Sotherly Hotels Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$1M
Net Income$292K
Employer EIN201965427
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sotherly Hotels Inc.)

Sponsor-wide plan assets over time

All Sotherly Hotels Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.937816353286754% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $1.21M $1.01M ▼ -16.5%
Year Plans Participants Total Assets
2022 1 10 $1M
2023 1 8 $982K
2024 1 9 $1M

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Sotherly Hotels Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Sotherly Hotels Inc. Employee Stock Ownership Plan, Total assets ($M): 1.20514 · Participants: 10Sotherly Hotels Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Sotherly Hotels Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Sotherly Hotels Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sotherly Hotels Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Southwest Networks, Inc Employee Stock Ownerhip Plan in CA ($1M); by covered participants it is Edwards Development Company Employee Stock Ownership Plan in WY (10 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sotherly Hotels Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sotherly Hotels Inc. Employee Stock Ownership Plan declined sharply - down 15.1% during 2022, from $1M to $1M. Reported net income was $292K.
How have Sotherly Hotels Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sotherly Hotels Inc.'s sponsor-wide assets declined 15.9%, from $1M to $1M.
Which ESOP plans are similar in size to Sotherly Hotels Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southwest Networks, Inc Employee Stock Ownerhip Plan in CA ($1M, 7 participants).
Which ESOP plans cover a similar participant headcount to Sotherly Hotels Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Edwards Development Company Employee Stock Ownership Plan in WY (10 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201965427.

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.