ESOP · DOL Form 5500 · 2022
Simbiotic Software, Inc. ESOP
Data updated 2026-08-25
- $766K
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $28,356
- Avg per participant Low balance/head
Official DOL plan name: Simbiotic Software, Inc. Employee Stock Ownership Plan · Sponsored by Simbiotic Software, Inc. · Montana · Professional & Technical Services
$766K in assets, 27 participants
Simbiotic Software, Inc.'s Simbiotic Software, Inc. Employee Stock Ownership Plan reported $766K in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,980 in Professional & Technical Services (21,562 peers)
Simbiotic Software, Inc. multi-year trail
Simbiotic Software, Inc.'s plans moved -28.4% in assets from 2022 to 2024; this filing shows Simbiotic Software, Inc. Employee Stock Ownership Plan at $766K / 27 participants.
- #3,980
- in Professional & Technical Services (21,562 peers)
- -$1M
- reported net income
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Simbiotic Software, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Simbiotic Software, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$765,607 22nd percentile higher than 22% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Simbiotic Software, 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. Simbiotic Software, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 651164231 · Simbiotic Software, Inc. PY 2022 · ESOP
Simbiotic Software, Inc. Employee Stock Ownership Plan · $766K · 27 · 22nd
- IND $766K
- IND 27
- IND 22nd
- IND ESOP
- IND near Murphy Industrial Coatings, Inc. Employee Stock Ownership Plan
- IND ind #3980
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 Montana →
Simbiotic Software, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Simbiotic Software, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Simbiotic Software, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $549K 28.35540949860699% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $766K |
| 2023 | 1 | 25 | $634K |
| 2024 | 1 | 25 | $549K |
Simbiotic Software, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$1M |
| Net Income | -$1M |
| Employer EIN | 651164231 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust $436M · 800
- D.a. Davidson Companies Employee Stock Ownership Plan $119M · 1,368
- Electrical Consultants, Inc. Employee Stock Ownership Plan $70M · 666
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $65M · 274
- Sletten, Inc. Employee Stock Ownership Plan $65M · 318
Simbiotic Software, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Montana, the nearest ESOP by assets is Murphy Industrial Coatings, Inc. Employee Stock Ownership Plan in CA ($766K); by covered participants it is Bailey Lauerman & Associates Employee Stock Ownership Plan in NE (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($766K here).
- Murphy Industrial Coatings, Inc. Employee Stock Ownership Plan (CA) $766K · 21
- Creative Builders, Inc. Employee Stock Ownership Plan (SC) $765K · 68
- Narragansett Jewelry Co., Inc. Employee Stock Ownership Plan and Trust (RI) $764K · 50
- Citizens Savings Bank & Trust Employee Stock Ownership Plan (TN) $764K · 21
Similar participant headcount
Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.
- Bailey Lauerman & Associates Employee Stock Ownership Plan (NE) 27 · 0 off
- Mediu, Inc. Employee Stock Ownership Plan (OH) 27 · 0 off
- Infinity Communications & Consulting, Inc. Employee Stock Ownership Plan (CA) 27 · 0 off
- Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement (IN) 27 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.