ESOP · DOL Form 5500 · 2023

Southern Refrigeration Corporation ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
98
Participants Small participant base
80th
Percentile by assets National rank
$312,846
Avg per participant High balance/head
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Official DOL plan name: Southern Refrigeration Corporation Employee Stock Ownership Plan · Sponsored by Southern Refrigeration Corporation · Virginia · Wholesale Trade

$31M in assets, 98 participants

Southern Refrigeration Corporation's Southern Refrigeration Corporation Employee Stock Ownership Plan reported $31M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,975 in Wholesale Trade (6,309 peers)

Where Southern Refrigeration Corporation Employee Stock Ownership Plan sits by assets

Southern Refrigeration Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $31M for 98 participants (~$312,846/participant), up 19.8% in 2023.

#4,975
in Wholesale Trade (6,309 peers)
+19.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southern Refrigeration Corporation Employee Stock Ownership Plan's outsized position by total assets

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

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

$30,658,951 Top 20% higher than 80% 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

Southern Refrigeration Corporation 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. Southern Refrigeration Corporation Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Refrigeration Corporation Employee Stock Ownership Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Southern Refrigeration Corporation Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Southern Refrigeration Corporation Employee Stock Ownership Plan reported participants rose from 93 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 540470010 · Southern Refrigeration Corporation PY 2023 · ESOP

Southern Refrigeration Corporation Employee Stock Ownership Plan · $31M · 98 · 80th

  • BOY $31M
  • BOY 98
  • BOY 80th
  • BOY ESOP
  • BOY near Kelly-Fradet Lumber Employee Stock Ownership Plan
  • BOY ind #4975

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 Virginia →

Southern Refrigeration Corporation Employee Stock Ownership Plan in the asset neighbourhood

Von Tobel Corporation Employee Stock Ownership PlanVon Tobel Corporation Employ…$31MKelly-Fradet Lumber Employee Stock Ownership PlanKelly-Fradet Lumber Employee…$31MSouthern Refrigeration Corporation Employee Stock Ownership PlanSouthern Refrigeration Corpo…$31MIsaacson Miller, Inc. Employee Stock Ownership PlanIsaacson Miller, Inc. Employ…$31MMcabee Construction, Inc. ESOPMcabee Construction, Inc. ES…$31M
End-of-year total assets ($M) among Southern Refrigeration Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN540470010
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Refrigeration Corporation)

Sponsor-wide plan assets over time

All Southern Refrigeration Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$31M 19.754248530831486% vs 2022
2023 filing year
$24M$26M$28M$30M$32M 20222023 $25.6M $30.7M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 93 $26M
2023 1 98 $31M

Nearby ESOP Plans in Virginia

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

Southern Refrigeration Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Southern Refrigeration Corporation Employee Stock Ownership Plan, Total assets ($B): 0.030658951 · Participants: 98Southern Refrigeration Corporation Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Southern Refrigeration Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Southern Refrigeration Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is Kelly-Fradet Lumber Employee Stock Ownership Plan in CT ($31M); by covered participants it is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Southern Refrigeration Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Southern Refrigeration Corporation Employee Stock Ownership Plan grew sharply - up 19.8% during 2023, from $26M to $31M. Reported net income was $5M.
How have Southern Refrigeration Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Southern Refrigeration Corporation's sponsor-wide assets grew 19.8%, from $26M to $31M.
Where does Southern Refrigeration Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Southern Refrigeration Corporation Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Southern Refrigeration Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kelly-Fradet Lumber Employee Stock Ownership Plan in CT ($31M, 71 participants).
Which ESOP plans cover a similar participant headcount to Southern Refrigeration Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New Glarus Brewing Company Employee Stock Ownership Plan in WI (98 participants, $25M 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 540470010.

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.