ESOP · DOL Form 5500 · 2023
Southland Dairy Equipment Company, ESOP
Data updated 2026-08-25
- $571K
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $40,767
- Avg per participant Low balance/head
Official DOL plan name: Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan · Sponsored by Southland Dairy Equipment Company, · New Mexico · Other Services
$571K in assets, 14 participants
Southland Dairy Equipment Company,'s Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan reported $571K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #3,189 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan ranks #3,189 of 7,857 2023 filers by assets (3517% of the sector average)-$571K for 14 participants.
- #3,189
- in Other Services (7,857 peers)
- +0.4%
- assets growth YoY
Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$570,737 19th percentile higher than 19% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan reported net income rose from $1K in the plan year 2022 filing to $7K in the plan year 2023 filing.
- Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan reported participants fell from 17 in the plan year 2022 filing to 14 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 850411255 · Southland Dairy Equipment Company, PY 2023 · ESOP
Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan · $571K · 14 · 19th
- EBSA $571K
- PART 14
- TYPE 19th
- NET ESOP
- BOOK near Custom Dental Management, Inc. Employee Stock Ownership Plan
- VS-ST ind #3189
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 New Mexico →
Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $568K |
|---|---|
| Net Assets (End of Year) | $571K |
| Net Income | $7K |
| Employer EIN | 850411255 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southland Dairy Equipment Company,)
Sponsor-wide plan assets over time
All Southland Dairy Equipment Company, plans reported in each filing year
- Latest sponsor-wide plan assets
- $576K 1.4264499396481647% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $568K |
| 2023 | 1 | 14 | $571K |
| 2024 | 1 | 19 | $576K |
Nearby ESOP Plans in New Mexico
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Stock Ownership Plan of Applied Research Associates, Inc. $606M · 1,981
- Ppic Employee Stock Ownership Plan $59M · 107
- Azurite Professional Community Employee Stock Ownership Plan $24M · 259
- Citizens Bank Employee Stock Ownership and Retirement Savings Plan $21M · 101
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan $19M · 14
Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Mexico, the nearest ESOP by assets is Custom Dental Management, Inc. Employee Stock Ownership Plan in MO ($571K); by covered participants it is Eureka Homestead ESOP in LA (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($571K here).
Similar participant headcount
Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.
- Eureka Homestead ESOP (LA) 14 · 0 off
- Bridge Community Bank ESOP (IA) 14 · 0 off
- Sallop Insurance Employee Stock Ownership Plan (MA) 14 · 0 off
- Iti Manufacturing, Inc. Employee Stock Ownership Plan (TX) 14 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.