ESOP · DOL Form 5500 · 2024

Ole South Holdings, Inc ESOP

Data updated 2026-08-25

$73M
Total assets Below avg plan size
42
Participants Small participant base
88th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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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.

  • #7,777 in Construction (9,039 peers)

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).

#7,777
in Construction (9,039 peers)
$58M
reported net income
0.7×
vs typical plan assets (national mean)

Ole South Holdings, Inc Employee Stock Ownership Plan's outsized position by total assets

Ole South Holdings, Inc Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$72,600,000 Top 12% higher than 88% 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

Ole South Holdings, 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. Ole South Holdings, Inc Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 753109831 · Ole South Holdings, Inc PY 2024 · ESOP

Ole South Holdings, Inc Employee Stock Ownership Plan · $73M · 42 · 88th

  • NET $73M
  • NET 42
  • NET 88th
  • NET ESOP
  • NET near Liberty Pumps Employee Stock Ownership Plan
  • NET ind #7777

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 Tennessee →

Ole South Holdings, Inc Employee Stock Ownership Plan in the asset neighbourhood

Employee Stock Ownership Plan of Vita PlusEmployee Stock Ownership Pla…$73MNation Safe Drivers Employee Stock Ownership PlanNation Safe Drivers Employee…$73MOle South Holdings, Inc Employee Stock Ownership PlanOle South Holdings, Inc Empl…$73MLiberty Pumps Employee Stock Ownership PlanLiberty Pumps Employee Stock…$73MIdaho Pacific Lumber Company, Inc. Employee Stock Ownership Plan and TrustIdaho Pacific Lumber Company…$72M
End-of-year total assets ($M) among Ole South Holdings, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$58M
Net Income$58M
Employer EIN753109831
Plan Effective Date2024-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -500050010001500 0100200300400500 Total assets ($M) Participants Ole South Holdings, Inc Employee Stock Ownership Plan, Total assets ($M): 72.6 · Participants: 42Ole South Holdings, Inc Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Ole South Holdings, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Ole South Holdings, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Ole South Holdings, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Liberty Pumps Employee Stock Ownership Plan in NY ($73M); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.

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

Frequently Asked Questions

Where does Ole South Holdings, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ole South Holdings, Inc Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ole South Holdings, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Liberty Pumps Employee Stock Ownership Plan in NY ($73M, 315 participants).
Which ESOP plans cover a similar participant headcount to Ole South Holdings, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (42 participants, $4M in assets).

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.