ESOP · DOL Form 5500 · 2024
Control Southern, Inc. ESOP
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 207
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $103,161
- Avg per participant Below avg balance/head
Official DOL plan name: Control Southern, Inc. Employee Stock Ownership Plan · Sponsored by Control Southern, Inc. · Georgia · Wholesale Trade
$21M in assets, 207 participants
Control Southern, Inc.'s Control Southern, Inc. Employee Stock Ownership Plan reported $21M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #4,126 in Wholesale Trade (6,080 peers)
Coverage in Georgia
Control Southern, Inc. Employee Stock Ownership Plan covers 207 participants in Georgia, about 19% of the average Georgia filer (state average ~1,096 per filing). Assets: $21M.
- #4,126
- in Wholesale Trade (6,080 peers)
- +18.1%
- assets growth YoY
Control Southern, Inc. Employee Stock Ownership Plan's outsized position by total assets
Control Southern, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,354,300 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Control Southern, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Control Southern, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Control Southern, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Control Southern, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Control Southern, Inc. Employee Stock Ownership Plan reported participants fell from 210 in the plan year 2023 filing to 207 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 580807099 · Control Southern, Inc. PY 2024 · ESOP
Control Southern, Inc. Employee Stock Ownership Plan · $21M · 207 · 71st
- BOOK $21M
- BOOK 207
- BOOK 71st
- BOOK ESOP
- BOOK near Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust
- BOOK ind #4126
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 Georgia →
Control Southern, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $5M |
| Employer EIN | 580807099 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Control Southern, Inc.)
Sponsor-wide plan assets over time
All Control Southern, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 42.39250629102527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 381 | $49M |
| 2023 | 2 | 458 | $62M |
| 2024 | 2 | 458 | $70M |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $681M · 1,745
- Choate Construction Company Employee Stock Ownership Plan $548M · 494
- Brent Scarbrough & Company Employee Stock Ownership Plan $522M · 485
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $281M · 488
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $231M · 324
Control Southern, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust in MD ($21M); by covered participants it is Shine516, Inc. Employee Stock Ownership Plan in FL (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust (MD) $21M · 221
- Vergith Contracting Company Employee Stock Ownership Plan (NV) $21M · 37
- Distek Integration, Inc. Employee Stock Ownership Plan (IA) $21M · 154
- Phoenix International Holdings, Inc. Employee Stock Ownership Plan (MD) $21M · 148
Similar participant headcount
Nearest other-state filings by covered participants (207 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.