ESOP · DOL Form 5500 · 2022
Southern Software, Inc. ESOP
Data updated 2026-08-11
- $22M
- Total assets
- 84
- Participants
- 78th
- Percentile by assets
- $257,121
- Avg per participant
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.
- 78th percentile by assets (of 139,126 plans)
- #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.
- $22M
- total plan assets (2022 EOY)
- 84
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $257,121
- avg assets per participant
The Southern Software, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, The Southern Software, Inc. Employee Stock Ownership Plan outranks 78% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 561648911 |
| Plan Effective Date | 2004-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Software, Inc.)
| 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
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Southern Software, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on The Southern Software, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, The Southern Software, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
- Southern Software, Inc.'s sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans