ESOP · DOL Form 5500 · 2024

Southland Dairy Equipment Company, ESOP

Data updated 2026-08-25

$576K
Total assets Small plan by assets
19
Participants Small participant base
19th
Percentile by assets National rank
$30,339
Avg per participant Low balance/head
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Official DOL plan name: Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan · Sponsored by Southland Dairy Equipment Company, · New Mexico · Other Services

$576K in assets, 19 participants

Southland Dairy Equipment Company,'s Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan reported $576K in total assets and 19 participants in its 2024 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.

  • #3,071 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan ranks #3,071 of 7,719 2024 filers by assets (3482% of the sector average)-$576K for 19 participants.

#3,071
in Other Services (7,719 peers)
+1.0%
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 2024 · DOL Form 5500

$576,441 19th percentile higher than 19% of 123,620 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 2024

Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 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 (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan reported participants rose from 14 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan reported net income fell from $7K in the plan year 2023 filing to $6K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 850411255 · Southland Dairy Equipment Company, PY 2024 · ESOP

Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan · $576K · 19 · 19th

  • 5500 $576K
  • ASSETS 19
  • PCT 19th
  • EIN ESOP
  • RANK near Illinois Road Contractors, Inc. Employee Stock Ownership Plan
  • PHOTO ind #3071

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

Southland Dairy Equipment Company Inc. Employee Stock Ownership PlanSouthland Dairy Equipment Co…$576KIllinois Road Contractors, Inc. Employee Stock Ownership PlanIllinois Road Contractors, I…$576KRichard Bauer & Co., Inc. Employee Stock Ownership Plan & TrustRichard Bauer & Co., Inc. Em…$574KAlan Shintani Inc. Employee Stock Ownership PlanAlan Shintani Inc. Employee …$571KK D Johnson, Inc. Employee Stock Ownership PlanK D Johnson, Inc. Employee S…$571K
End-of-year total assets ($M) among Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$571K
Net Assets (End of Year)$576K
Net Income$6K
Employer EIN850411255
Plan Effective Date2019-01-01
Filing StatusFILING 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
$0.56M$0.57M$0.57M$0.58M$0.59M 202220232024 $0.57M $0.58M ▲ +1.8%
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.

Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan, Total assets ($M): 0.576441 · Participants: 19Southland Dairy Equipment Company Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 610.607866 · Participants: 2198Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 49.01038 · Participants: 111Ppic Employee Stock Ownership PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.569071 · Participants: 18Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 23.962536 · Participants: 90Citizens Bank Employee Stock Ownership and Retirement Savings PlanJack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 21.609312 · Participants: 118Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan
Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants

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 Illinois Road Contractors, Inc. Employee Stock Ownership Plan in IL ($576K); by covered participants it is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan assets move in 2024?
Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan held essentially flat - up 1.0% during 2024, from $571K to $576K. Reported net income was $6K.
How have Southland Dairy Equipment Company, plan assets changed over time?
Across 3 plan years on file (2022-2024), Southland Dairy Equipment Company,'s sponsor-wide assets grew 1.4%, from $568K to $576K.
Where does Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Illinois Road Contractors, Inc. Employee Stock Ownership Plan in IL ($576K, 14 participants).
Which ESOP plans cover a similar participant headcount to Southland Dairy Equipment Company Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants, $2M in assets).