ESOP · DOL Form 5500 · 2022

Hart Software, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
34th
Percentile by assets National rank
$290,507
Avg per participant High balance/head
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Official DOL plan name: Hart Software, Inc. Employee Stock Ownership Plan · Sponsored by Hart Software, Inc. · Pennsylvania · Professional & Technical Services

$2M in assets, 7 participants

Hart Software, Inc.'s Hart Software, Inc. Employee Stock Ownership Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,608 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Hart Software, Inc. Employee Stock Ownership Plan holds $2M for 7 participants - about $290,507 per participant, in the lower half of filed plans by assets.

#6,608
in Professional & Technical Services (21,562 peers)
+1.8%
assets growth YoY

Hart Software, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$2,033,546 34th percentile higher than 34% 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

Hart Software, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hart Software, Inc. Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 200632205 · Hart Software, Inc. PY 2022 · ESOP

Hart Software, Inc. Employee Stock Ownership Plan · $2M · 7 · 34th

  • EBSA $2M
  • PART 7
  • TYPE 34th
  • NET ESOP
  • BOOK near Lakeview Professional Services, Inc ESOP
  • VS-ST ind #6608

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 Pennsylvania →

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

Hart Software, Inc. Employee Stock Ownership PlanHart Software, Inc. Employee…$2MLakeview Professional Services, Inc ESOPLakeview Professional Servic…$2MOnebridge, Inc. Employee Stock Ownership PlanOnebridge, Inc. Employee Sto…$2MFrench-Reneker Associates, Inc. Employee Stock Ownership PlanFrench-Reneker Associates, I…$2MStailey Insurance Corporation Employee Stock Ownership PlanStailey Insurance Corporatio…$2M
End-of-year total assets ($M) among Hart Software, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$402K
Net Income$221K
Employer EIN200632205
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hart Software, Inc.)

Sponsor-wide plan assets over time

All Hart Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.2417717622320812% vs 2022
2024 filing year
$1.95M$2M$2.05M$2.1M$2.15M 202220232024 $2.03M $2.01M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 10 $2M
2024 1 9 $2M

Nearby ESOP Plans in Pennsylvania

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

Hart Software, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Hart Software, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002033546 · Participants: 7Hart Software, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Hart Software, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Hart Software, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Lakeview Professional Services, Inc ESOP in CA ($2M); by covered participants it is Gilbert Construction Company, Ltd Employee Stock Ownership Plan in SC (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Hart Software, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Hart Software, Inc. Employee Stock Ownership Plan edged up modestly - up 1.8% during 2022, from $2M to $2M. Reported net income was $221K.
How have Hart Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hart Software, Inc.'s sponsor-wide assets declined 1.2%, from $2M to $2M.
Which ESOP plans are similar in size to Hart Software, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lakeview Professional Services, Inc ESOP in CA ($2M, 36 participants).
Which ESOP plans cover a similar participant headcount to Hart Software, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gilbert Construction Company, Ltd Employee Stock Ownership Plan in SC (7 participants, N/A 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 200632205.

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.