ESOP · DOL Form 5500 · 2024
Ole South Holdings, Inc ESOP
Data updated 2026-07-24
- $73M
- Total assets
- 42
- Participants
- 88th
- Percentile by assets
- $1.7M
- Avg per participant
Official DOL plan name: Ole South Holdings, Inc Employee Stock Ownership Plan · Sponsored by Ole South Holdings, Inc · Tennessee · Construction
$73M in assets, 42 participants
Ole South Holdings, Inc's Ole South Holdings, Inc Employee Stock Ownership Plan reported $73M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 116,472 plans)
Where Ole South Holdings, Inc Employee Stock Ownership Plan sits by assets
Ole South Holdings, Inc Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $73M for 42 participants (~$1.7M/participant).
- $73M
- total plan assets (2024 EOY)
- 42
- covered participants
- 88th
- percentile by assets (of 116,472 plans)
- $1.7M
- avg assets per participant
Ole South Holdings, Inc Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Ole South Holdings, Inc Employee Stock Ownership Plan outranks 88% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $58M |
| Employer EIN | 753109831 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ole South Holdings, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $470M · 403
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $247M · 201
- National Health Corp Leveraged Employee Stock Ownership Plan $168M · 1,385
- 3ls, Inc. Employee Stock Ownership Plan $143M · 515
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $116M · 507
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ole South Holdings, Inc Employee Stock Ownership Plan by total assets, not by location.
- Liberty Pumps Employee Stock Ownership Plan (NY) $73M · 315
- Nation Safe Drivers Employee Stock Ownership Plan (FL) $73M · 235
- Idaho Pacific Lumber Company, Inc. Employee Stock Ownership Plan and Trust (ID) $72M · 82
- Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan (MD) $72M · 328
Frequently Asked Questions
Where does Ole South Holdings, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Ole South Holdings, Inc Employee Stock Ownership Plan? ▼
Next read for Ole South Holdings, Inc Employee Stock O…
Scale reading
Ways to act on Ole South Holdings, Inc Employee Stock Ownership Plan's numbers.
- By total assets, Ole South Holdings, Inc Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 753109831.
Read our methodology - how this data is sourced, computed, and verified.