ESOP · DOL Form 5500 · 2022

Control Southern, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
173
Participants Small participant base
71st
Percentile by assets National rank
$81,240
Avg per participant Below avg balance/head
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Official DOL plan name: Control Southern, Inc. Employee Stock Ownership Plan · Sponsored by Control Southern, Inc. · Georgia · Wholesale Trade

$14M in assets, 173 participants

Control Southern, Inc.'s Control Southern, Inc. Employee Stock Ownership Plan reported $14M in total assets and 173 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,562 in Wholesale Trade (6,843 peers)

Coverage in Georgia

Control Southern, Inc. Employee Stock Ownership Plan covers 173 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $14M.

#4,562
in Wholesale Trade (6,843 peers)
-5.3%
assets change YoY

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

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

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

$14,054,503 Top 29% higher than 71% 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

Control Southern, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Control Southern, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (173 participants).

DOL schedule card

Filing strip 580807099 · Control Southern, Inc. PY 2022 · ESOP

Control Southern, Inc. Employee Stock Ownership Plan · $14M · 173 · 71st

  • VS-ST $14M
  • BOY 173
  • SCH 71st
  • EBSA ESOP
  • PART near The Media Loft, Inc. Employee Stock Ownership Plan and Trust
  • TYPE ind #4562

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 Georgia →

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

Control Southern, Inc. Employee Stock Ownership PlanControl Southern, Inc. Emplo…$14MThe Media Loft, Inc. Employee Stock Ownership Plan and TrustThe Media Loft, Inc. Employe…$14MValkyrie Enterprises, Inc. Employee Stock Ownership PlanValkyrie Enterprises, Inc. E…$14MMei Enterprises, Inc. Employee Stock Ownership PlanMei Enterprises, Inc. Employ…$14MCitizens & Northern Corp. Employee Stock Ownership PlanCitizens & Northern Corp. Em…$14M
End-of-year total assets ($M) among Control Southern, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$1M
Net Income$2M
Employer EIN580807099
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Control Southern, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$70M 42.39250629102527% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $49.4M $70.3M ▲ +42.4%
Year Plans Participants Total Assets
2022 2 381 $49M
2023 2 458 $62M
2024 2 458 $70M

Nearby ESOP Plans in Georgia

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

Control Southern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Control Southern, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.054503 · Participants: 173Control Southern, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Control Southern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Control Southern, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is The Media Loft, Inc. Employee Stock Ownership Plan and Trust in MN ($14M); by covered participants it is Holloman Corporation Employee Stock Ownership Plan in TX (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Control Southern, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Control Southern, Inc. Employee Stock Ownership Plan pulled back noticeably - down 5.3% during 2022, from $15M to $14M. Reported net income was $2M.
How have Control Southern, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Control Southern, Inc.'s sponsor-wide assets grew 42.4%, from $49M to $70M.
Which ESOP plans are similar in size to Control Southern, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Media Loft, Inc. Employee Stock Ownership Plan and Trust in MN ($14M, 58 participants).
Which ESOP plans cover a similar participant headcount to Control Southern, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Holloman Corporation Employee Stock Ownership Plan in TX (173 participants, $58M 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 580807099.

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.