ESOP · DOL Form 5500 · 2023

Control Southern, Inc. ESOP

Data updated 2026-08-11

$18M
Total assets
210
Participants
71st
Percentile by assets
$86,083
Avg per participant
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Official DOL plan name: Control Southern, Inc. Employee Stock Ownership Plan · Sponsored by Control Southern, Inc. · Georgia · Wholesale Trade

$18M in assets, 210 participants

Control Southern, Inc.'s Control Southern, Inc. Employee Stock Ownership Plan reported $18M in total assets and 210 participants in its 2023 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.

  • 71st percentile by assets (of 127,072 plans)
  • #4,227 in Wholesale Trade (6,309 peers)

Coverage in Georgia

Control Southern, Inc. Employee Stock Ownership Plan covers 210 participants in Georgia, about 19% of the average Georgia filer (state average ~1,096 per filing). Assets: $18M.

$18M
total plan assets (2023 EOY)
210
covered participants
71st
percentile by assets (of 127,072 plans)
$86,083
avg assets per participant

Where Control Southern, Inc. Employee Stock Ownership Plan sits by total assets

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

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

$18,077,400 Top 29% higher than 71% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Control Southern, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Control Southern, Inc. Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Control Southern, Inc. Employee Stock Ownership Plan reported participants rose from 173 in the plan year 2022 filing to 210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Georgia
Industry
Wholesale Trade

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Control Southern, Inc. Employee Stock Ownership Plan reports 210 participants - about 19% of that state average ($18M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$8M
Net Income$7M
Employer EIN580807099
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Control Southern, Inc.)

$40M$50M$60M$70M$80M 202220232024 $49.4M $70.3M ▲ +42.4%
Total plan assets by year, all Control Southern, Inc. plans on file
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 ($M) Participants Control Southern, In…, Total assets ($M): 18.0774 · Participants: 210Control Southern, In…Warehouse Home Furni…, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furni…Choate Construction …, Total assets ($M): 407.968435 · Participants: 454Choate Construction …Brent Scarbrough & C…, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & C…Aubrey Silvey Enterp…, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterp…Dixie Plywood and Lu…, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lu…
Control Southern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Control Southern, Inc. Employee Stock Ow… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Control Southern, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Control Southern, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Control Southern, Inc. Employee Stock Ownership Plan grew sharply - up 28.6% during 2023, from $14M to $18M. Reported net income was $7M.
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 Davis & Associates, Inc. Employee Stock Ownership Plan and Trust in MN ($18M, 38 participants).

Next read for Control Southern, Inc. Employee Stock Ow…

Filing takeaways

Ways to act on Control Southern, Inc. Employee Stock Ownership Plan's numbers.

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 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.