ESOP · DOL Form 5500 · 2022

Southern Directional, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
54
Participants Small participant base
45th
Percentile by assets National rank
$70,704
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Directional, Inc. Employee Stock Ownership Plan · Sponsored by Southern Directional, Inc. · Alabama · Utilities

$4M in assets, 54 participants

Southern Directional, Inc.'s Southern Directional, Inc. Employee Stock Ownership Plan reported $4M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #129 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Southern Directional, Inc. Employee Stock Ownership Plan ranks #129 of 738 2022 filers by assets (14063% of the sector average)-$4M for 54 participants.

#129
in Utilities (738 peers)
+731.3%
assets growth YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Directional, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Utilities and all filers

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

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

$3,818,039 45th percentile higher than 45% 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

Southern Directional, 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. Southern Directional, Inc. Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 631233438 · Southern Directional, Inc. PY 2022 · ESOP

Southern Directional, Inc. Employee Stock Ownership Plan · $4M · 54 · 45th

  • PHOTO $4M
  • IND 54
  • EOY 45th
  • 5500 ESOP
  • ASSETS near Ccs Constructors, Inc. Employee Stock Ownership Plan
  • PCT ind #129

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 Alabama →

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

Southern Directional, Inc. Employee Stock Ownership PlanSouthern Directional, Inc. E…$4MCcs Constructors, Inc. Employee Stock Ownership PlanCcs Constructors, Inc. Emplo…$4MDix & Eaton Incorporated Employee Stock Ownership PlanDix & Eaton Incorporated Emp…$4MParts Wholesalers Inc Employee Stock Ownership PlanParts Wholesalers Inc Employ…$4MPrecision Surveillance Corporation Employee Stock Ownership PlanPrecision Surveillance Corpo…$4M
End-of-year total assets ($M) among Southern Directional, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$459K
Net Assets (End of Year)-$6M
Net Income-$6M
Employer EIN631233438
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Directional, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$6M 65.42785445617501% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.82M $6.32M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 54 $4M
2023 1 47 $5M
2024 1 43 $6M

Nearby ESOP Plans in Alabama

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

Southern Directional, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Southern Directional, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.818039 · Participants: 54Southern Directional, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 163.711693 · Participants: 231Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 126.162 · Participants: 130Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 120.092479 · Participants: 853Radiance Technologies, Inc. Employee Stock Ownership Plan
Southern Directional, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Southern Directional, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest ESOP by assets is Ccs Constructors, Inc. Employee Stock Ownership Plan in VT ($4M); by covered participants it is Bachman, Inc. ESOP in ND (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Southern Directional, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Southern Directional, Inc. Employee Stock Ownership Plan surged - up 731.3% during 2022, from $459K to $4M. Reported net income was -$6M.
How have Southern Directional, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Directional, Inc.'s sponsor-wide assets grew 65.4%, from $4M to $6M.
Which ESOP plans are similar in size to Southern Directional, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ccs Constructors, Inc. Employee Stock Ownership Plan in VT ($4M, 29 participants).
Which ESOP plans cover a similar participant headcount to Southern Directional, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bachman, Inc. ESOP in ND (54 participants, $5M 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 631233438.

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.