ESOP · DOL Form 5500 · 2023

Hart Software, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
31st
Percentile by assets National rank
$210,627
Avg per participant Above avg balance/head
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Official DOL plan name: Hart Software, Inc. Employee Stock Ownership Plan · Sponsored by Hart Software, Inc. · Pennsylvania · Professional & Technical Services

$2M in assets, 10 participants

Hart Software, Inc.'s Hart Software, Inc. Employee Stock Ownership Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,513 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Hart Software, Inc. Employee Stock Ownership Plan holds $2M for 10 participants - about $210,627 per participant, in the lower half of filed plans by assets.

#5,513
in Professional & Technical Services (20,321 peers)
+3.6%
assets growth YoY

Hart Software, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Hart Software, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,106,268 31st percentile higher than 31% 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

Hart Software, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hart Software, Inc. Employee Stock Ownership Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hart Software, Inc. Employee Stock Ownership Plan reported participants rose from 7 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Hart Software, Inc. Employee Stock Ownership Plan reported net income rose from $221K in the plan year 2022 filing to $263K in the plan year 2023 filing.
  • Hart Software, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200632205 · Hart Software, Inc. PY 2023 · ESOP

Hart Software, Inc. Employee Stock Ownership Plan · $2M · 10 · 31st

  • PHOTO $2M
  • PHOTO 10
  • PHOTO 31st
  • PHOTO ESOP
  • PHOTO near D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan
  • PHOTO ind #5513

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 Pennsylvania →

Hart Software, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hart Software, Inc. Employee Stock Ownership PlanHart Software, Inc. Employee…$2MPro-Med, LLC Employee Stock Ownership PlanPro-Med, LLC Employee Stock …$2MMarket Share, Inc. Employee Stock Ownership PlanMarket Share, Inc. Employee …$2MD. K. Pierce & Associates, Inc. Employee Stock Ownership PlanD. K. Pierce & Associates, I…$2MB&b Welding Company, Inc. Employee Stock Ownership PlanB&b Welding Company, Inc. Em…$2M
End-of-year total assets ($M) among Hart Software, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$665K
Net Income$263K
Employer EIN200632205
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hart Software, Inc.)

Sponsor-wide plan assets over time

All Hart Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.2417717622320812% vs 2022
2024 filing year
$1.95M$2M$2.05M$2.1M$2.15M 202220232024 $2.03M $2.01M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 10 $2M
2024 1 9 $2M

Nearby ESOP Plans in Pennsylvania

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

Hart Software, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Hart Software, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002106268 · Participants: 10Hart Software, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Hart Software, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Hart Software, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan in IN ($2M); by covered participants it is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Hart Software, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Hart Software, Inc. Employee Stock Ownership Plan edged up modestly - up 3.6% during 2023, from $2M to $2M. Reported net income was $263K.
How have Hart Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hart Software, Inc.'s sponsor-wide assets declined 1.2%, from $2M to $2M.
Which ESOP plans are similar in size to Hart Software, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is D. K. Pierce & Associates, Inc. Employee Stock Ownership Plan in IN ($2M, 19 participants).
Which ESOP plans cover a similar participant headcount to Hart Software, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mantech International Corporation Employee Stock Ownership Plan in VA (10 participants, N/A 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 200632205.

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.