ESOP · DOL Form 5500 · 2022
Southern Air Incorporated ESOP
Data updated 2026-08-11
- $28M
- Total assets
- 600
- Participants
- 82nd
- Percentile by assets
- $46,698
- Avg per participant
Official DOL plan name: Southern Air Incorporated Employee Stock Ownership Plan and Trust · Sponsored by Southern Air Incorporated · Virginia · Construction
$28M in assets, 600 participants
Southern Air Incorporated's Southern Air Incorporated Employee Stock Ownership Plan and Trust reported $28M in total assets and 600 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #8,044 in Construction (9,927 peers)
Where Southern Air Incorporated Employee Stock Ownership Plan and Trust sits by assets
Southern Air Incorporated Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 600 participants (~$46,698/participant), up 6.1% in 2022.
- $28M
- total plan assets (2022 EOY)
- 600
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $46,698
- avg assets per participant
Southern Air Incorporated Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, Southern Air Incorporated Employee Stock Ownership Plan and Trust outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $2M |
| Employer EIN | 540604377 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Air Incorporated)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,285 | $79M |
| 2023 | 2 | 1,353 | $94M |
| 2024 | 2 | 1,355 | $111M |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
Southern Air Incorporated Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants
- Nvr, Inc. Employee Stock Ownership Plan $863M · 6,910
- The Resorts Companies, Inc. Employee Stock Ownership Plan $301M · 1,695
- American Systems Corporation Employee Stock Ownership Plan $292M · 1,828
- New River Electrical Corporation Employee Stock Ownership Plan $288M · 424
- Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan $237M · 1,882
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Southern Air Incorporated Employee Stock Ownership Plan and Trust by total assets, not by location.
- Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan (PA) $28M · 165
- Kirkwood Holding Inc. Employees' Stock Ownership Trust and Plan (OH) $28M · 139
- Von Tobel Corporation Employee Stock Ownership Plan (IN) $28M · 146
- Colonial Group, Inc. Employee Stock Ownership Plan (GA) $28M · 360
Frequently Asked Questions
How did Southern Air Incorporated Employee Stock Ownership Plan and Trust assets move in 2022? ▼
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Ways to act on Southern Air Incorporated Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Southern Air Incorporated Employee Stock Ownership Plan and Trust 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 Virginia. Compare plans
- Southern Air Incorporated's sponsor-wide assets have grown 39.8% since 2022 across 3 plan years on file. More Construction plans