ESOP · DOL Form 5500 · 2022

Southstar Engineering & Consulting ESOP

Data updated 2026-08-25

$220K
Total assets Small plan by assets
28
Participants Small participant base
11th
Percentile by assets National rank
$7,869
Avg per participant Low balance/head
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Official DOL plan name: Southstar Engineering & Consulting, Inc. ESOP · Sponsored by Southstar Engineering & Consulting · California · Construction

$220K in assets, 28 participants

Southstar Engineering & Consulting's Southstar Engineering & Consulting, Inc. ESOP reported $220K in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #946 in Construction (9,927 peers)

2022 asset change

Southstar Engineering & Consulting, Inc. ESOP grew sharply 23.0% in 2022 ($179K → $220K) for 28 participants.

#946
in Construction (9,927 peers)
+23.0%
assets growth YoY

Southstar Engineering & Consulting, Inc. ESOP among the smaller filed plans by assets

Southstar Engineering & Consulting, Inc. ESOP vs every filed plan by assets

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

$220,330 11th percentile higher than 11% 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

Southstar Engineering & Consulting, Inc. ESOP among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southstar Engineering & Consulting, Inc. ESOP is a small filing (28 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 205648626 · Southstar Engineering & Consulting PY 2022 · ESOP

Southstar Engineering & Consulting, Inc. ESOP · $220K · 28 · 11th

  • PHOTO $220K
  • PHOTO 28
  • PHOTO 11th
  • PHOTO ESOP
  • PHOTO near Lotus Gardenscapes, Inc. Employee Stock Ownership Plan
  • PHOTO ind #946

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 California →

Southstar Engineering & Consulting, Inc. ESOP in the asset neighbourhood

Southstar Engineering & Consulting, Inc. ESOPSouthstar Engineering & Cons…$220KLotus Gardenscapes, Inc. Employee Stock Ownership PlanLotus Gardenscapes, Inc. Emp…$218KPatriot Security, Inc. Employee Stock Ownership PlanPatriot Security, Inc. Emplo…$217KMall City Containers, Inc. Employee Stock Ownership PlanMall City Containers, Inc. E…$217KCardinal Claim Service, Inc. Employees Stock Ownership PlanCardinal Claim Service, Inc.…$215K
End-of-year total assets ($M) among Southstar Engineering & Consulting, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Southstar Engineering & Consulting years around the 2022 move

Sponsor-wide plan assets over time

All Southstar Engineering & Consulting plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.22M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 28 $220K
2023 1 23 $200K
2024 1 23 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$179K
Net Assets (End of Year)-$9M
Net Income$377K
Employer EIN205648626
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Southstar Engineering & Consulting, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Southstar Engineering & Consulting, Inc. ESOP, Total assets ($B): 0.00022033 · Participants: 28Southstar Engineering & Consulting, Inc. ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Southstar Engineering & Consulting, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants

Southstar Engineering & Consulting, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Lotus Gardenscapes, Inc. Employee Stock Ownership Plan in MI ($218K); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 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 Southstar Engineering & Consulting, Inc. ESOP assets move in 2022?
Southstar Engineering & Consulting, Inc. ESOP grew sharply - up 23.0% during 2022, from $179K to $220K. Reported net income was $377K.
Where does Southstar Engineering & Consulting, Inc. ESOP rank by assets among Form 5500 filers?
Southstar Engineering & Consulting, Inc. ESOP ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Southstar Engineering & Consulting, Inc. ESOP?
Among ESOP plans in other states, the closest by assets is Lotus Gardenscapes, Inc. Employee Stock Ownership Plan in MI ($218K, 28 participants).
Which ESOP plans cover a similar participant headcount to Southstar Engineering & Consulting, Inc. ESOP?
Among ESOP plans in other states, the closest by covered participants is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 participants, $624K in assets).