ESOP · DOL Form 5500 · 2023

Solutionware, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
44th
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Solutionware, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Solutionware, Inc. · Illinois · Professional & Technical Services

$5M in assets, 2 participants

Solutionware, Inc.'s Solutionware, Inc. Employee Stock Ownership Plan and Trust reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,513 in Professional & Technical Services (20,321 peers)

Solutionware, Inc. multi-year trail

Solutionware, Inc.'s plans moved +68.9% in assets from 2022 to 2024; this filing shows Solutionware, Inc. Employee Stock Ownership Plan and Trust at $5M / 2 participants.

#8,513
in Professional & Technical Services (20,321 peers)
+36.8%
assets growth YoY

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

Solutionware, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$4,934,372 44th percentile higher than 44% 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

Solutionware, Inc. Employee Stock Ownership Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Solutionware, Inc. Employee Stock Ownership Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Solutionware, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$901K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Solutionware, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364176729 · Solutionware, Inc. PY 2023 · ESOP

Solutionware, Inc. Employee Stock Ownership Plan and Trust · $5M · 2 · 44th

  • VS-ST $5M
  • BOY 2
  • SCH 44th
  • EBSA ESOP
  • PART near Gearmore Inc., Employee Stock Ownership Plan
  • TYPE ind #8513

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 Illinois →

Solutionware, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

First Freedom Bancshares Employee Stock Ownership PlanFirst Freedom Bancshares Emp…$5MGearmore Inc., Employee Stock Ownership PlanGearmore Inc., Employee Stoc…$5MSolutionware, Inc. Employee Stock Ownership Plan and TrustSolutionware, Inc. Employee …$5MSouth Barnes Development Company Employee Stock Ownership PlanSouth Barnes Development Com…$5MW.J. Cox Associates, Inc. Employee Stock Ownership PlanW.J. Cox Associates, Inc. Em…$5M
End-of-year total assets ($M) among Solutionware, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Solutionware, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Solutionware, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 68.85028417054059% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.61M $6.09M ▲ +68.7%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $6M

Solutionware, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN364176729
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Solutionware, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Solutionware, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.004934372 · Participants: 2Solutionware, Inc. Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Solutionware, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Solutionware, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Gearmore Inc., Employee Stock Ownership Plan in CA ($5M); by covered participants it is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Solutionware, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Solutionware, Inc. Employee Stock Ownership Plan and Trust surged - up 36.8% during 2023, from $4M to $5M. Reported net income was $1M.
How have Solutionware, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Solutionware, Inc.'s sponsor-wide assets grew 68.9%, from $4M to $6M.
Which ESOP plans are similar in size to Solutionware, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Gearmore Inc., Employee Stock Ownership Plan in CA ($5M, 18 participants).
Which ESOP plans cover a similar participant headcount to Solutionware, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants, $2M 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 364176729.

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.