ESOP · DOL Form 5500 · 2023

Insource Software Solutions, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
54
Participants Small participant base
67th
Percentile by assets National rank
$274,624
Avg per participant High 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

$15M in assets, 54 participants

Insource Software Solutions, Inc.'s Insource Software Solutions, Inc. Employee Stock Ownership Plan reported $15M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,460 in Professional & Technical Services (20,321 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 $15M / 54 participants.

#13,460
in Professional & Technical Services (20,321 peers)
+20.8%
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 2023 · DOL Form 5500

$14,829,714 Top 33% higher than 67% 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

Insource Software Solutions, Inc. 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. Insource Software Solutions, Inc. Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insource Software Solutions, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Insource Software Solutions, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Insource Software Solutions, Inc. Employee Stock Ownership Plan reported participants fell from 56 in the plan year 2022 filing to 54 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541829203 · Insource Software Solutions, Inc. PY 2023 · ESOP

Insource Software Solutions, Inc. Employee Stock Ownership Plan · $15M · 54 · 67th

  • PCT $15M
  • EIN 54
  • RANK 67th
  • PHOTO ESOP
  • IND near Neu Tool & Supply Corp Employee Stock Ownership Plan
  • EOY ind #13460

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

Piece Management, Inc. Employee Stock Ownership PlanPiece Management, Inc. Emplo…$15MHi Nabor Supermarket Employee Stock Ownership PlanHi Nabor Supermarket Employe…$15ME.C.I., Inc. Employee Stock Ownership PlanE.C.I., Inc. Employee Stock …$15MInsource Software Solutions, Inc. Employee Stock Ownership PlanInsource Software Solutions,…$15MNeu Tool & Supply Corp Employee Stock Ownership PlanNeu Tool & Supply Corp Emplo…$15M
End-of-year total assets ($M) among Insource Software Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income$3M
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 -0.500.511.5 Total assets ($B) Participants Insource Software Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014829714 · Participants: 54Insource Software Solutions, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation 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 Neu Tool & Supply Corp Employee Stock Ownership Plan in WI ($15M); by covered participants it is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 did Insource Software Solutions, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Insource Software Solutions, Inc. Employee Stock Ownership Plan grew sharply - up 20.8% during 2023, from $12M to $15M. Reported net income was $3M.
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 Neu Tool & Supply Corp Employee Stock Ownership Plan in WI ($15M, 38 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 Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants, $7M 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 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.