401(k) · DOL Form 5500 · 2023

Software One, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
398
Participants Below avg headcount
84th
Percentile by assets National rank
$111,170
Avg per participant Below avg balance/head
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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.

  • #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.

#17,317
in Professional & Technical Services (20,321 peers)
+32.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Software One, Inc. 401(k) Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Software One, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Software One, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (398 participants).

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 →

EBSA filing schedule strip

Filing strip 391501504 · Software One, Inc. PY 2023 · 401(k)

Software One, Inc. 401(k) Profit Sharing Plan · $44M · 398 · 84th

  • EBSA $44M
  • EBSA 398
  • EBSA 84th
  • EBSA 401(k)
  • EBSA near Anderson Brothers Bank of Mullins 401(k) Employee Stock Ownership Plan
  • EBSA ind #17317

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Software One, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Humphrey & Associates, Inc. 401(k) PlanHumphrey & Associates, Inc. …$44MXactly Corporation 401(k) PlanXactly Corporation 401(k) Pl…$44ME-Times Corporation 401(k) PlanE-Times Corporation 401(k) P…$44MSoftware One, Inc. 401(k) Profit Sharing PlanSoftware One, Inc. 401(k) Pr…$44MAnderson Brothers Bank of Mullins 401(k) Employee Stock Ownership PlanAnderson Brothers Bank of Mu…$44M
End-of-year total assets ($M) among Software One, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$51M 53.2009671611152% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33.3M $51M ▲ +53.2%
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 ($B) Participants Software One, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.044245758 · Participants: 398Software One, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
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 Plan side-by-side with 3 peers →

Software One, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Anderson Brothers Bank of Mullins 401(k) Employee Stock Ownership Plan in SC ($44M); by covered participants it is Verbal Beginnings LLC 401(k) Plan in MD (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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 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).
Which 401(k) plans cover a similar participant headcount to Software One, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verbal Beginnings LLC 401(k) Plan in MD (398 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 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.