ESOP · DOL Form 5500 · 2023

Southstar Engineering & Consulting ESOP

Data updated 2026-08-25

$200K
Total assets Small plan by assets
23
Participants Small participant base
11th
Percentile by assets National rank
$8,705
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

$200K in assets, 23 participants

Southstar Engineering & Consulting's Southstar Engineering & Consulting, Inc. ESOP reported $200K in total assets and 23 participants in its 2023 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.

  • #887 in Construction (9,030 peers)

2023 asset change

Southstar Engineering & Consulting, Inc. ESOP pulled back noticeably 9.1% in 2023 ($220K → $200K) for 23 participants.

#887
in Construction (9,030 peers)
-9.1%
assets change 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 2023 · DOL Form 5500

$200,210 11th percentile higher than 11% 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

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southstar Engineering & Consulting, Inc. ESOP is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southstar Engineering & Consulting, Inc. ESOP reported participants fell from 28 in the plan year 2022 filing to 23 in the plan year 2023 filing.
  • Southstar Engineering & Consulting, Inc. ESOP reported net income fell from $377K in the plan year 2022 filing to $320K in the plan year 2023 filing.
  • Southstar Engineering & Consulting, Inc. ESOP end-of-year assets fell from $220K in the plan year 2022 filing to $200K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 205648626 · Southstar Engineering & Consulting PY 2023 · ESOP

Southstar Engineering & Consulting, Inc. ESOP · $200K · 23 · 11th

  • EOY $200K
  • 5500 23
  • ASSETS 11th
  • PCT ESOP
  • EIN near Custom Profile Holdings, Inc. Employee Stock Ownership Plan
  • RANK ind #887

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…$200KCustom Profile Holdings, Inc. Employee Stock Ownership PlanCustom Profile Holdings, Inc…$200KHot Frog Print & Media, Inc. Employee Stock Ownership PlanHot Frog Print & Media, Inc.…$200KH & H Systems and Design Holding Company Employee Stock Ownership PlanH & H Systems and Design Hol…$200KCarter Broadcast Group, Inc. Employee Stock Ownership Plan and TrustCarter Broadcast Group, Inc.…$200K
End-of-year total assets ($M) among Southstar Engineering & Consulting, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Southstar Engineering & Consulting years around the 2023 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

2023 asset-move particulars

Total Assets (Beginning of Year)$220K
Net Assets (End of Year)-$9M
Net Income$320K
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): 0.00020021 · Participants: 23Southstar Engineering & Consulting, Inc. ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Southstar Engineering & Consulting, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare Southstar Engineering & Consulting, Inc. ESOP side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Custom Profile Holdings, Inc. Employee Stock Ownership Plan in MI ($200K); by covered participants it is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Southstar Engineering & Consulting, Inc. ESOP assets move in 2023? ▼
Southstar Engineering & Consulting, Inc. ESOP pulled back noticeably - down 9.1% during 2023, from $220K to $200K. Reported net income was $320K.
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 127,072 plans that reported assets for plan year 2023 (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 Custom Profile Holdings, Inc. Employee Stock Ownership Plan in MI ($200K, 127 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 Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA (23 participants, N/A 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 205648626.

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.