ESOP · DOL Form 5500 · 2023

Simbiotic Software, Inc. ESOP

Data updated 2026-08-25

$634K
Total assets Small plan by assets
25
Participants Small participant base
20th
Percentile by assets National rank
$25,379
Avg per participant Low balance/head
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Official DOL plan name: Simbiotic Software, Inc. Employee Stock Ownership Plan · Sponsored by Simbiotic Software, Inc. · Montana · Professional & Technical Services

$634K in assets, 25 participants

Simbiotic Software, Inc.'s Simbiotic Software, Inc. Employee Stock Ownership Plan reported $634K in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,016 in Professional & Technical Services (20,321 peers)

Simbiotic Software, Inc. multi-year trail

Simbiotic Software, Inc.'s plans moved -28.4% in assets from 2022 to 2024; this filing shows Simbiotic Software, Inc. Employee Stock Ownership Plan at $634K / 25 participants.

#3,016
in Professional & Technical Services (20,321 peers)
-17.1%
assets change YoY

The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$634,473 20th percentile higher than 20% 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

Simbiotic Software, 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. Simbiotic Software, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simbiotic Software, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$36K in the plan year 2023 filing.
  • Simbiotic Software, Inc. Employee Stock Ownership Plan end-of-year assets fell from $766K in the plan year 2022 filing to $634K in the plan year 2023 filing.
  • Simbiotic Software, Inc. Employee Stock Ownership Plan reported participants fell from 27 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 651164231 · Simbiotic Software, Inc. PY 2023 · ESOP

Simbiotic Software, Inc. Employee Stock Ownership Plan · $634K · 25 · 20th

  • IND $634K
  • EOY 25
  • 5500 20th
  • ASSETS ESOP
  • PCT near Point of Beginning, Inc. Employee Stock Ownership Plan
  • EIN ind #3016

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 Montana →

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

Icepts Technology Group, Inc. Employee Stock Ownership PlanIcepts Technology Group, Inc…$637KSimbiotic Software, Inc. Employee Stock Ownership PlanSimbiotic Software, Inc. Emp…$634KPoint of Beginning, Inc. Employee Stock Ownership PlanPoint of Beginning, Inc. Emp…$634KFarragut Systems, Inc. Employee Stock Ownership PlanFarragut Systems, Inc. Emplo…$632KPinnacle Electric Employee Stock Ownership PlanPinnacle Electric Employee S…$630K
End-of-year total assets ($M) among Simbiotic Software, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Simbiotic Software, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$549K 28.35540949860699% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.77M $0.55M ▼ -28.6%
Year Plans Participants Total Assets
2022 1 27 $766K
2023 1 25 $634K
2024 1 25 $549K

Simbiotic Software, Inc. filing trail (2023)

Total Assets (Beginning of Year)$766K
Net Assets (End of Year)-$1M
Net Income-$36K
Employer EIN651164231
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Montana

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

Simbiotic Software, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Simbiotic Software, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.634473 · Participants: 25Simbiotic Software, Inc. Employee Stock Ownership PlanPacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP, Total assets ($M): 441.768786 · Participants: 824Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOPD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 149.547346 · Participants: 1474D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.207033 · Participants: 720Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 73.232679 · Participants: 278Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.920975 · Participants: 303Sletten, Inc. Employee Stock Ownership Plan
Simbiotic Software, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Montana, assets vs. participants
Compare Simbiotic Software, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Montana, the nearest ESOP by assets is Point of Beginning, Inc. Employee Stock Ownership Plan in WI ($634K); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Simbiotic Software, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Simbiotic Software, Inc. Employee Stock Ownership Plan declined sharply - down 17.1% during 2023, from $766K to $634K. Reported net income was -$36K.
How have Simbiotic Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simbiotic Software, Inc.'s sponsor-wide assets declined 28.4%, from $766K to $549K.
Where does Simbiotic Software, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Simbiotic Software, Inc. Employee Stock Ownership Plan ranks in the 20th 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 Simbiotic Software, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Point of Beginning, Inc. Employee Stock Ownership Plan in WI ($634K, 34 participants).
Which ESOP plans cover a similar participant headcount to Simbiotic Software, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 651164231.

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.