ESOP · DOL Form 5500 · 2022

Insource Software Solutions, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
56
Participants Small participant base
69th
Percentile by assets National rank
$219,294
Avg per participant Above avg balance/head
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Official DOL plan name: Insource Software Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Insource Software Solutions, Inc. · Virginia · Professional & Technical Services

$12M in assets, 56 participants

Insource Software Solutions, Inc.'s Insource Software Solutions, Inc. Employee Stock Ownership Plan reported $12M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,706 in Professional & Technical Services (21,562 peers)

Insource Software Solutions, Inc. multi-year trail

Insource Software Solutions, Inc.'s plans moved +97.2% in assets from 2022 to 2024; this filing shows Insource Software Solutions, Inc. Employee Stock Ownership Plan at $12M / 56 participants.

#14,706
in Professional & Technical Services (21,562 peers)
+0.1%
assets growth YoY

Insource Software Solutions, Inc. Employee Stock Ownership Plan's outsized position by total assets

Insource Software Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,280,449 Top 31% higher than 69% of 139,123 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 2022

Insource Software Solutions, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Insource Software Solutions, Inc. Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 541829203 · Insource Software Solutions, Inc. PY 2022 · ESOP

Insource Software Solutions, Inc. Employee Stock Ownership Plan · $12M · 56 · 69th

  • SCH $12M
  • SCH 56
  • SCH 69th
  • SCH ESOP
  • SCH near Ubt Bancshares, Inc. Employee Stock Ownership Plan
  • SCH ind #14706

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 Virginia →

Insource Software Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Peerless Electronics Inc. ESOPPeerless Electronics Inc. ES…$12MUbt Bancshares, Inc. Employee Stock Ownership PlanUbt Bancshares, Inc. Employe…$12MCity Auto Glass, Inc. Employee Stock Ownership Plan and TrustCity Auto Glass, Inc. Employ…$12MInsource Software Solutions, Inc. Employee Stock Ownership PlanInsource Software Solutions,…$12MThe Chicago Lumber Company of Omaha Employee Stock Ownership Plan and TrustThe Chicago Lumber Company o…$12M
End-of-year total assets ($M) among Insource Software Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Insource Software Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Insource Software Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 97.24670490468223% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $12.3M $24.2M ▲ +97.2%
Year Plans Participants Total Assets
2022 1 56 $12M
2023 1 54 $15M
2024 1 71 $24M

Insource Software Solutions, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN541829203
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Insource Software Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Insource Software Solutions, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.280449 · Participants: 56Insource Software Solutions, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Insource Software Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Insource Software Solutions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Insource Software Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Ubt Bancshares, Inc. Employee Stock Ownership Plan in KS ($12M); by covered participants it is Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in MO (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Insource Software Solutions, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Insource Software Solutions, Inc. Employee Stock Ownership Plan held essentially flat - up 0.1% during 2022, from $12M to $12M. Reported net income was $1M.
How have Insource Software Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insource Software Solutions, Inc.'s sponsor-wide assets grew 97.2%, from $12M to $24M.
Which ESOP plans are similar in size to Insource Software Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ubt Bancshares, Inc. Employee Stock Ownership Plan in KS ($12M, 80 participants).
Which ESOP plans cover a similar participant headcount to Insource Software Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in MO (56 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541829203.

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.