ESOP · DOL Form 5500 · 2023
Southeast Power Systems, Inc. ESOP
Data updated 2026-08-25
- $18K
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $438
- Avg per participant Low balance/head
Official DOL plan name: Southeast Power Systems, Inc. Employee Stock Ownership Plan · Sponsored by Southeast Power Systems, Inc. · Florida · Other Services
$18K in assets, 40 participants
Southeast Power Systems, Inc.'s Southeast Power Systems, Inc. Employee Stock Ownership Plan reported $18K in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.
- #288 in Other Services (7,857 peers)
2023 asset change
Southeast Power Systems, Inc. Employee Stock Ownership Plan contracted severely 99.9% in 2023 ($15M → $18K) for 40 participants.
- #288
- in Other Services (7,857 peers)
- -99.9%
- assets change YoY
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southeast Power Systems, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Southeast Power Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,512 2nd percentile higher than 2% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southeast Power Systems, 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. Southeast Power Systems, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southeast Power Systems, Inc. Employee Stock Ownership Plan reported net income fell from -$3M in the plan year 2022 filing to -$15M in the plan year 2023 filing.
- Southeast Power Systems, Inc. Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2022 filing to $18K in the plan year 2023 filing.
- Southeast Power Systems, Inc. Employee Stock Ownership Plan reported participants fell from 51 in the plan year 2022 filing to 40 in the plan year 2023 filing.
DOL schedule card
Filing strip 590814095 · Southeast Power Systems, Inc. PY 2023 · ESOP
Southeast Power Systems, Inc. Employee Stock Ownership Plan · $18K · 40 · 2nd
- BOOK $18K
- VS-ST 40
- BOY 2nd
- SCH ESOP
- EBSA near Lr Services, Inc. ESOP and Profit Sharing Plan
- PART ind #288
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 Florida →
Southeast Power Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Southeast Power Systems, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Southeast Power Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $15M |
| 2023 | 1 | 40 | $18K |
| 2024 | 1 | 40 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | -$5M |
| Net Income | -$15M |
| Employer EIN | 590814095 |
| Plan Effective Date | 1983-09-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Southeast Power Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Lr Services, Inc. ESOP and Profit Sharing Plan in TX ($18K); by covered participants it is Churchville Fire Equipment Corp. Employee Stock Ownership Plan in NY (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18K here).
Similar participant headcount
Nearest other-state filings by covered participants (40 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.