ESOP · DOL Form 5500 · 2023

Software Solutions, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
54
Participants Small participant base
77th
Percentile by assets National rank
$488,989
Avg per participant High balance/head
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Official DOL plan name: Software Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Software Solutions, Inc. · Ohio · Professional & Technical Services

$26M in assets, 54 participants

Software Solutions, Inc.'s Software Solutions, Inc. Employee Stock Ownership Plan reported $26M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,792 in Professional & Technical Services (20,321 peers)

Where Software Solutions, Inc. Employee Stock Ownership Plan sits by assets

Software Solutions, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 54 participants (~$488,989/participant), up 49.5% in 2023.

#15,792
in Professional & Technical Services (20,321 peers)
+49.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Software Solutions, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$26,405,410 Top 23% higher than 77% 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 Solutions, 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. Software Solutions, Inc. Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Software Solutions, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Software Solutions, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Software Solutions, Inc. Employee Stock Ownership Plan reported participants fell from 59 in the plan year 2022 filing to 54 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 310948405 · Software Solutions, Inc. PY 2023 · ESOP

Software Solutions, Inc. Employee Stock Ownership Plan · $26M · 54 · 77th

  • BOOK $26M
  • BOOK 54
  • BOOK 77th
  • BOOK ESOP
  • BOOK near Mpd, Inc. Employee Stock Ownership Plan
  • BOOK ind #15792

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 Ohio →

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

Island Kinetics, Inc. Employee Stock Ownership PlanIsland Kinetics, Inc. Employ…$26MForum Architecture & Interior Design, Inc. Employee Stock Ownership PlanForum Architecture & Interio…$26MSoftware Solutions, Inc. Employee Stock Ownership PlanSoftware Solutions, Inc. Emp…$26MMpd, Inc. Employee Stock Ownership PlanMpd, Inc. Employee Stock Own…$26MPalmer Group Employee Stock Ownership PlanPalmer Group Employee Stock …$26M
End-of-year total assets ($M) among Software Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$26M
Net Income$9M
Employer EIN310948405
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Software Solutions, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$29M 66.4746770106885% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.7M $29.4M ▲ +66.5%
Year Plans Participants Total Assets
2022 1 59 $18M
2023 1 54 $26M
2024 1 58 $29M

Nearby ESOP Plans in Ohio

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

Software Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Software Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.02640541 · Participants: 54Software Solutions, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Software Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Software Solutions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Mpd, Inc. Employee Stock Ownership Plan in KY ($26M); by covered participants it is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Solutions, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Software Solutions, Inc. Employee Stock Ownership Plan surged - up 49.5% during 2023, from $18M to $26M. Reported net income was $9M.
How have Software Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Software Solutions, Inc.'s sponsor-wide assets grew 66.5%, from $18M to $29M.
Where does Software Solutions, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Software Solutions, Inc. Employee Stock Ownership Plan ranks in the 77th 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 ESOP plans are similar in size to Software Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mpd, Inc. Employee Stock Ownership Plan in KY ($26M, 185 participants).
Which ESOP plans cover a similar participant headcount to Software Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants, $7M 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 310948405.

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.