401(k) · DOL Form 5500 · 2023

Software One, Inc. 401(k) Plan

Data updated 2026-08-11

$44M
Total assets
398
Participants
84th
Percentile by assets
$111,170
Avg per participant
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Official DOL plan name: Software One, Inc. 401(k) Profit Sharing Plan · Sponsored by Software One, Inc. · Wisconsin · Professional & Technical Services

$44M in assets, 398 participants

Software One, Inc.'s Software One, Inc. 401(k) Profit Sharing Plan reported $44M in total assets and 398 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #17,317 in Professional & Technical Services (20,321 peers)

Where Software One, Inc. 401(k) Profit Sharing Plan sits by assets

Software One, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $44M for 398 participants (~$111,170/participant), up 32.9% in 2023.

$44M
total plan assets (2023 EOY)
398
covered participants
84th
percentile by assets (of 127,072 plans)
$111,170
avg assets per participant

Where Software One, Inc. 401(k) Profit Sharing Plan sits by total assets

Software One, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$44,245,758 Top 16% higher than 84% 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

  • Software One, Inc. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Software One, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Software One, Inc. 401(k) Profit Sharing Plan reported participants fell from 462 in the plan year 2022 filing to 398 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Wisconsin
Industry
Professional & Technical Services

Software One, Inc. 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, Software One, Inc. 401(k) Profit Sharing Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$44M
Net Income$10M
Employer EIN391501504
Plan Effective Date1996-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Software One, Inc.)

$30M$40M$50M$60M 202220232024 $33.3M $51M ▲ +53.2%
Total plan assets by year, all Software One, Inc. plans on file
Year Plans Participants Total Assets
2022 1 462 $33M
2023 1 398 $44M
2024 1 437 $51M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Software One, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Software One, Inc. 4…, Total assets ($B): 0.044245758 · Participants: 398Software One, Inc. 4…Advocate Aurora Heal…, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation …
Software One, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Software One, Inc. 401(k) Profit Sharing… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Software One, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Software One, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Software One, Inc. 401(k) Profit Sharing Plan surged - up 32.9% during 2023, from $33M to $44M. Reported net income was $10M.
How have Software One, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Software One, Inc.'s sponsor-wide assets grew 53.2%, from $33M to $51M.
Where does Software One, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Software One, Inc. 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Software One, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anderson Brothers Bank of Mullins 401(k) Employee Stock Ownership Plan in SC ($44M, 389 participants).

Next read for Software One, Inc. 401(k) Profit Sharing…

Scale reading

Ways to act on Software One, Inc. 401(k) Profit Sharing Plan'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 391501504.

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.