ESOP · DOL Form 5500 · 2023

Solutionware, Inc. ESOP

Data updated 2026-08-11

$5M
Total assets
2
Participants
44th
Percentile by assets
$2.5M
Avg per participant
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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.

  • 44th percentile by assets (of 127,072 plans)
  • #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.

$5M
total plan assets (2023 EOY)
2
covered participants
44th
percentile by assets (of 127,072 plans)
$2.5M
avg assets per participant

Where Solutionware, Inc. Employee Stock Ownership Plan and Trust sits by total assets

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 $2,010,000,000 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

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 →

State
Illinois
Industry
Professional & Technical Services

Solutionware, Inc. across 3 plan years on file

Across the 3 plan years Solutionware, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $6M, a gain of 68.9%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($4M).

Solutionware, Inc. multi-year asset trail

$3M$4M$5M$6M$7M 202220232024 $3.61M $6.09M ▲ +68.7%
Total plan assets by year, all Solutionware, Inc. plans on file
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 ($B) Participants Solutionware, Inc. E…, Total assets ($B): 0.004934372 · Participants: 2Solutionware, Inc. E…Amsted Industries In…, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries In…Kehe Distributors, I…, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, I…Scot Forge Company E…, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company E…Bdo USA Employee Sto…, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Sto…Bdo USA Employee Sto…, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Sto…
Solutionware, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Solutionware, Inc. Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Solutionware, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

Next read for Solutionware, Inc. Employee Stock Owners…

Multi-year trail

Ways to act on Solutionware, Inc. Employee Stock Ownership Plan and Trust's numbers.

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.