ESOP · DOL Form 5500 · 2024
Control Southern, Inc. ESOP
Data updated 2026-07-24
- $21M
- Total assets
- 207
- Participants
- 71st
- Percentile by assets
- $103,161
- Avg per participant
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.
- 71st percentile by assets (of 116,472 plans)
Coverage in Georgia
Control Southern, Inc. Employee Stock Ownership Plan covers 207 participants in Georgia, about 18% of the average Georgia filer (state average ~1,126 per filing). Assets: $21M.
- $21M
- total plan assets (2024 EOY)
- 207
- covered participants
- 71st
- percentile by assets (of 116,472 plans)
- $103,161
- avg assets per participant
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.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,126 participants across 3,470 plans. Control Southern, Inc. Employee Stock Ownership Plan reports 207 participants - about 18% of that state average ($21M EOY assets).
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.)
| 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.
Control Southern, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Control Southern, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Control Southern, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Control Southern, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Control Southern, Inc. Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Control Southern, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Control Southern, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Georgia. Compare plans
- Control Southern, Inc.'s sponsor-wide assets have grown 42.4% since 2022 across 3 plan years on file. More Wholesale Trade 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 580807099.
Read our methodology - how this data is sourced, computed, and verified.