ESOP · DOL Form 5500 · 2022

Southern Software, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
84
Participants Small participant base
78th
Percentile by assets National rank
$257,121
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Southern Software, Inc. Employee Stock Ownership Plan · Sponsored by Southern Software, Inc. · North Carolina · Professional & Technical Services

$22M in assets, 84 participants

Southern Software, Inc.'s The Southern Software, Inc. Employee Stock Ownership Plan reported $22M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,977 in Professional & Technical Services (21,562 peers)

Where The Southern Software, Inc. Employee Stock Ownership Plan sits by assets

The Southern Software, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $22M for 84 participants (~$257,121/participant), up 8.1% in 2022.

#16,977
in Professional & Technical Services (21,562 peers)
+8.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Southern Software, Inc. Employee Stock Ownership Plan's outsized position by total assets

The Southern Software, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$21,598,200 Top 22% higher than 78% 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

The Southern Software, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Southern Software, Inc. Employee Stock Ownership Plan is a small filing (84 participants) on this national headcount ladder.

DOL schedule card

Filing strip 561648911 · Southern Software, Inc. PY 2022 · ESOP

The Southern Software, Inc. Employee Stock Ownership Plan · $22M · 84 · 78th

  • EBSA $22M
  • PART 84
  • TYPE 78th
  • NET ESOP
  • BOOK near Immi Holdings, Inc. Employee Stock Ownership Plan
  • VS-ST ind #16977

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 North Carolina →

The Southern Software, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Van Kirk Brothers Contracting Employee Stock Ownership PlanVan Kirk Brothers Contractin…$22MThe Southern Software, Inc. Employee Stock Ownership PlanThe Southern Software, Inc. …$22MImmi Holdings, Inc. Employee Stock Ownership PlanImmi Holdings, Inc. Employee…$22MAmicus Capital Holdings, Inc Employee Stock Ownership PlanAmicus Capital Holdings, Inc…$22MNew Hampshire Boring, Inc. Employee Stock Ownership PlanNew Hampshire Boring, Inc. E…$22M
End-of-year total assets ($M) among The Southern Software, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN561648911
Plan Effective Date2004-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Software, Inc.)

Sponsor-wide plan assets over time

All Southern Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 22.049281884601495% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.6M $26.4M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 84 $22M
2023 1 83 $31M
2024 1 86 $26M

Nearby ESOP Plans in North Carolina

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

The Southern Software, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants The Southern Software, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0215982 · Participants: 84The Southern Software, Inc. Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
The Southern Software, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare The Southern Software, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Southern Software, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Immi Holdings, Inc. Employee Stock Ownership Plan in IN ($22M); by covered participants it is Floturn, Inc Employee Stock Ownership Plan in OH (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.

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 The Southern Software, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
The Southern Software, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.1% during 2022, from $20M to $22M. Reported net income was $2M.
How have Southern Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Software, Inc.'s sponsor-wide assets grew 22.0%, from $22M to $26M.
Where does The Southern Software, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Southern Software, Inc. Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Southern Software, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Immi Holdings, Inc. Employee Stock Ownership Plan in IN ($22M, N/A participants).
Which ESOP plans cover a similar participant headcount to The Southern Software, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Floturn, Inc Employee Stock Ownership Plan in OH (84 participants, $10M 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 561648911.

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.