ESOP · DOL Form 5500 · 2024

The Southern Link of Georgia, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
95
Participants Small participant base
53rd
Percentile by assets National rank
$93,348
Avg per participant Below avg balance/head
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Official DOL plan name: The Southern Link of Georgia, Inc. Employee Stock Ownership Plan · Sponsored by The Southern Link of Georgia, Inc. · Georgia · Wholesale Trade

$9M in assets, 95 participants

The Southern Link of Georgia, Inc.'s The Southern Link of Georgia, Inc. Employee Stock Ownership Plan reported $9M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,671 in Wholesale Trade (6,080 peers)

The Southern Link of Georgia, Inc. multi-year trail

The Southern Link of Georgia, Inc.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows The Southern Link of Georgia, Inc. Employee Stock Ownership Plan at $9M / 95 participants.

#2,671
in Wholesale Trade (6,080 peers)
+10.2%
assets growth YoY

The Southern Link of Georgia, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

The Southern Link of Georgia, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,868,065 Top 47% higher than 53% 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

The Southern Link of Georgia, 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. The Southern Link of Georgia, Inc. Employee Stock Ownership Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Southern Link of Georgia, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $865K in the plan year 2024 filing.
  • The Southern Link of Georgia, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • The Southern Link of Georgia, Inc. Employee Stock Ownership Plan reported participants rose from 91 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 581882874 · The Southern Link of Georgia, Inc. PY 2024 · ESOP

The Southern Link of Georgia, Inc. Employee Stock Ownership Plan · $9M · 95 · 53rd

  • TYPE $9M
  • NET 95
  • BOOK 53rd
  • VS-ST ESOP
  • BOY near Lanco Assembly Systems, Inc. Employee Stock Ownership Plan
  • SCH ind #2671

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 →

The Southern Link of Georgia, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Southern Link of Georgia, Inc. Employee Stock Ownership PlanThe Southern Link of Georgia…$9MLanco Assembly Systems, Inc. Employee Stock Ownership PlanLanco Assembly Systems, Inc.…$9MGeneral Sheet Metal Employee Stock Ownership PlanGeneral Sheet Metal Employee…$9MIfc Employee Stock Ownership PlanIfc Employee Stock Ownership…$9MHarman Construction, Inc. Employee Stock Ownership PlanHarman Construction, Inc. Em…$9M
End-of-year total assets ($M) among The Southern Link of Georgia, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Southern Link of Georgia, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Southern Link of Georgia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.609985835694047% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.06M $8.87M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 80 $7M
2023 1 91 $8M
2024 1 95 $9M

The Southern Link of Georgia, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$4M
Net Income$865K
Employer EIN581882874
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Southern Link of Georgia, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants The Southern Link of Georgia, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.868065 · Participants: 95The Southern Link of Georgia, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 681.121519 · Participants: 1745Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 548.082498 · Participants: 494Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 522.430924 · Participants: 485Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 281.399754 · Participants: 488Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 230.799825 · Participants: 324Dixie Plywood and Lumber Company Employee Stock Ownership Plan
The Southern Link of Georgia, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants

The Southern Link of Georgia, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Lanco Assembly Systems, Inc. Employee Stock Ownership Plan in ME ($9M); by covered participants it is F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan in ME (95 participants). Same-state nearby plans are listed separately above.

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

Frequently Asked Questions

How did The Southern Link of Georgia, Inc. Employee Stock Ownership Plan assets move in 2024?
The Southern Link of Georgia, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.2% during 2024, from $8M to $9M. Reported net income was $865K.
How have The Southern Link of Georgia, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Southern Link of Georgia, Inc.'s sponsor-wide assets grew 25.6%, from $7M to $9M.
Which ESOP plans are similar in size to The Southern Link of Georgia, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Lanco Assembly Systems, Inc. Employee Stock Ownership Plan in ME ($9M, 127 participants).
Which ESOP plans cover a similar participant headcount to The Southern Link of Georgia, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan in ME (95 participants, N/A in assets).