ESOP · DOL Form 5500 · 2023

William Byrne & Associates, Inc. ESOP

Data updated 2026-08-25

$385K
Total assets Small plan by assets
62
Participants Small participant base
16th
Percentile by assets National rank
$6,216
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Byrne Software Technologies Employee Stock Ownership Plan · Sponsored by William Byrne & Associates, Inc. · Missouri · Professional & Technical Services

$385K in assets, 62 participants

William Byrne & Associates, Inc.'s Byrne Software Technologies Employee Stock Ownership Plan reported $385K in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,408 in Professional & Technical Services (20,321 peers)

William Byrne & Associates, Inc. multi-year trail

William Byrne & Associates, Inc.'s plans moved +1196.8% in assets from 2023 to 2024; this filing shows Byrne Software Technologies Employee Stock Ownership Plan at $385K / 62 participants.

#2,408
in Professional & Technical Services (20,321 peers)
$385K
reported net income

Byrne Software Technologies Employee Stock Ownership Plan among the smaller filed plans by assets

Byrne Software Technologies Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$385,405 16th percentile higher than 16% of 127,068 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 2023

Byrne Software Technologies Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Byrne Software Technologies Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 431385588 · William Byrne & Associates, Inc. PY 2023 · ESOP

Byrne Software Technologies Employee Stock Ownership Plan · $385K · 62 · 16th

  • PART $385K
  • PART 62
  • PART 16th
  • PART ESOP
  • PART near Lotus Gardenscapes, Inc. Employee Stock Ownership Plan
  • PART ind #2408

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 Missouri →

Byrne Software Technologies Employee Stock Ownership Plan in the asset neighbourhood

Byrne Software Technologies Employee Stock Ownership PlanByrne Software Technologies …$385KLotus Gardenscapes, Inc. Employee Stock Ownership PlanLotus Gardenscapes, Inc. Emp…$386KMarine Solutions Inc. Employee Stock Ownership PlanMarine Solutions Inc. Employ…$388KDonnelly Service Group, Inc. Employee Stock Ownership PlanDonnelly Service Group, Inc.…$388KOlogie, Inc. Employee Stock Ownership PlanOlogie, Inc. Employee Stock …$390K
End-of-year total assets ($M) among Byrne Software Technologies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

William Byrne & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All William Byrne & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1196.8176333986326% vs 2023
2024 filing year
$0M$2M$4M$6M 20232024 $0.39M $5M ▲ +1182.1%
Year Plans Participants Total Assets
2023 1 62 $385K
2024 1 75 $5M

William Byrne & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$385K
Net Income$385K
Employer EIN431385588
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Byrne Software Technologies Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Byrne Software Technologies Employee Stock Ownership Plan, Total assets ($B): 0.000385405 · Participants: 62Byrne Software Technologies Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Byrne Software Technologies Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Byrne Software Technologies Employee Stock Ownership Plan side-by-side with 3 peers →

Byrne Software Technologies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Lotus Gardenscapes, Inc. Employee Stock Ownership Plan in MI ($386K); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have William Byrne & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), William Byrne & Associates, Inc.'s sponsor-wide assets grew 1196.8%, from $385K to $5M.
Where does Byrne Software Technologies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Byrne Software Technologies Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Byrne Software Technologies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lotus Gardenscapes, Inc. Employee Stock Ownership Plan in MI ($386K, 32 participants).
Which ESOP plans cover a similar participant headcount to Byrne Software Technologies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (62 participants, $26M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431385588.

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.