ESOP · DOL Form 5500 · 2023

Great Southern Capital Corporation ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
110
Participants Small participant base
47th
Percentile by assets National rank
$53,139
Avg per participant Low balance/head
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Official DOL plan name: Great Southern Capital Corporation Employee Stock Ownership Plan · Sponsored by Great Southern Capital Corporation · Mississippi · Finance & Insurance

$6M in assets, 110 participants

Great Southern Capital Corporation's Great Southern Capital Corporation Employee Stock Ownership Plan reported $6M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,998 in Finance & Insurance (8,869 peers)

Coverage in Mississippi

Great Southern Capital Corporation Employee Stock Ownership Plan covers 110 participants in Mississippi, about 30% of the average Mississippi filer (state average ~366 per filing). Assets: $6M.

#2,998
in Finance & Insurance (8,869 peers)
-7.1%
assets change YoY

The plan reported a net loss of $451K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Great Southern Capital Corporation Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Great Southern Capital Corporation Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,845,281 47th percentile higher than 47% of 127,068 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 2023

Great Southern Capital Corporation Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Great Southern Capital Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Great Southern Capital Corporation Employee Stock Ownership Plan reported net income rose from -$616K in the plan year 2022 filing to -$451K in the plan year 2023 filing.
  • Great Southern Capital Corporation Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Great Southern Capital Corporation Employee Stock Ownership Plan reported participants fell from 117 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640604860 · Great Southern Capital Corporation PY 2023 · ESOP

Great Southern Capital Corporation Employee Stock Ownership Plan · $6M · 110 · 47th

  • PART $6M
  • TYPE 110
  • NET 47th
  • BOOK ESOP
  • VS-ST near Worcester Manufacturing, Inc. ESOP
  • BOY ind #2998

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 Mississippi →

Great Southern Capital Corporation Employee Stock Ownership Plan in the asset neighbourhood

Barnes, Inc. Employee Stock Ownership PlanBarnes, Inc. Employee Stock …$6MHarris Group Inc. Employee Stock Ownership PlanHarris Group Inc. Employee S…$6MGreat Southern Capital Corporation Employee Stock Ownership PlanGreat Southern Capital Corpo…$6MWorcester Manufacturing, Inc. ESOPWorcester Manufacturing, Inc…$6MFrench Associates, Inc. Employee Stock Ownership PlanFrench Associates, Inc. Empl…$6M
End-of-year total assets ($M) among Great Southern Capital Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$451K
Employer EIN640604860
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Great Southern Capital Corporation)

Sponsor-wide plan assets over time

All Great Southern Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 30.684312713836537% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $11.7M $8.13M ▼ -30.7%
Year Plans Participants Total Assets
2022 2 252 $12M
2023 2 240 $12M
2024 2 237 $8M

Nearby ESOP Plans in Mississippi

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

Great Southern Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -50050100150200 Total assets ($M) Participants Great Southern Capital Corporation Employee Stock Ownership Plan, Total assets ($M): 5.845281 · Participants: 110Great Southern Capital Corporation Employee Stock Ownership PlanLt Corporation & Affiliates Employee Stock Ownership Plan, Total assets ($M): 159.396413 · Participants: 399Lt Corporation & Affiliates Employee Stock Ownership PlanTelapex, Inc. Employee Stock Ownership Plan, Total assets ($M): 159.125246 · Participants: 1610Telapex, Inc. Employee Stock Ownership PlanMdr Construction, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.605073 · Participants: 349Mdr Construction, Inc. Employee Stock Ownership PlanCommunity Bancshares of Mississippi, Inc. Employee Stock Ownership Plan, Total assets ($M): 80.926488 · Participants: 887Community Bancshares of Mississippi, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Employee Stock Ownership Plan, Total assets ($M): 77.794773 · Participants: 325F.L. Crane & Sons, Inc. Employee Stock Ownership Plan
Great Southern Capital Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Mississippi, assets vs. participants
Compare Great Southern Capital Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Great Southern Capital Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Mississippi, the nearest ESOP by assets is Worcester Manufacturing, Inc. ESOP in MA ($6M); by covered participants it is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Great Southern Capital Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Great Southern Capital Corporation Employee Stock Ownership Plan pulled back noticeably - down 7.1% during 2023, from $6M to $6M. Reported net income was -$451K.
How have Great Southern Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Great Southern Capital Corporation's sponsor-wide assets declined 30.7%, from $12M to $8M.
Which ESOP plans are similar in size to Great Southern Capital Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Worcester Manufacturing, Inc. ESOP in MA ($6M, 40 participants).
Which ESOP plans cover a similar participant headcount to Great Southern Capital Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (110 participants, $57M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640604860.

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.