ESOP · DOL Form 5500 · 2023

Southern Services, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
30
Participants Small participant base
37th
Percentile by assets National rank
$110,469
Avg per participant Below avg balance/head
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Official DOL plan name: Southern Services, Inc. Employee Stock Ownership Plan · Sponsored by Southern Services, Inc. · Texas · Other Services

$3M in assets, 30 participants

Southern Services, Inc.'s Southern Services, Inc. Employee Stock Ownership Plan reported $3M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,769 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Southern Services, Inc. Employee Stock Ownership Plan ranks #4,769 of 7,857 2023 filers by assets (606% of the sector average)-$3M for 30 participants.

#4,769
in Other Services (7,857 peers)
-14.5%
assets change YoY

The plan reported a net loss of $426K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Other Services and all filers

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

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

$3,314,066 37th percentile higher than 37% 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 Services, Inc. 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 Services, Inc. Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Services, Inc. Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$426K in the plan year 2023 filing.
  • Southern Services, Inc. Employee Stock Ownership Plan reported participants fell from 71 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • Southern Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760124990 · Southern Services, Inc. PY 2023 · ESOP

Southern Services, Inc. Employee Stock Ownership Plan · $3M · 30 · 37th

  • EIN $3M
  • EIN 30
  • EIN 37th
  • EIN ESOP
  • EIN near Technical Air Systems, Inc. Employee Stock Ownership Plan
  • EIN ind #4769

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 Texas →

Southern Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Servotronics, Inc. Employee Stock Ownership PlanServotronics, Inc. Employee …$3MGis Surveyors, Inc. Employee Stock Ownership PlanGis Surveyors, Inc. Employee…$3MSouthern Services, Inc. Employee Stock Ownership PlanSouthern Services, Inc. Empl…$3MTechnical Air Systems, Inc. Employee Stock Ownership PlanTechnical Air Systems, Inc. …$3MGlobal Beer Network, Inc. Employee Stock Ownership PlanGlobal Beer Network, Inc. Em…$3M
End-of-year total assets ($M) among Southern Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$426K
Employer EIN760124990
Plan Effective Date2002-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Services, Inc.)

Sponsor-wide plan assets over time

All Southern Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.492971998941117% vs 2022
2023 filing year
$3.2M$3.4M$3.6M$3.8M$4M 20222023 $3.88M $3.31M ▼ -14.7%
Year Plans Participants Total Assets
2022 1 71 $4M
2023 1 30 $3M

Nearby ESOP Plans in Texas

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

Southern Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Southern Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003314066 · Participants: 30Southern Services, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Southern Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Southern Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Southern Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Technical Air Systems, Inc. Employee Stock Ownership Plan in NJ ($3M); by covered participants it is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Southern Services, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.5% during 2023, from $4M to $3M. Reported net income was -$426K.
How have Southern Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Southern Services, Inc.'s sponsor-wide assets declined 14.5%, from $4M to $3M.
Which ESOP plans are similar in size to Southern Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Technical Air Systems, Inc. Employee Stock Ownership Plan in NJ ($3M, 6 participants).
Which ESOP plans cover a similar participant headcount to Southern Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Aquaculture, Inc. Employee Stock Ownership Plan in VA (30 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 760124990.

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.