ESOP · DOL Form 5500 · 2024
William Byrne & Associates, Inc. ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $66,640
- Avg per participant Below avg balance/head
Official DOL plan name: Byrne Software Technologies Employee Stock Ownership Plan · Sponsored by William Byrne & Associates, Inc. · Missouri · Professional & Technical Services
$5M in assets, 75 participants
William Byrne & Associates, Inc.'s Byrne Software Technologies Employee Stock Ownership Plan reported $5M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,958 in Professional & Technical Services (20,173 peers)
William Byrne & Associates, Inc. multi-year trail
William Byrne & Associates, Inc.'s plans moved +1196.8% in assets from 2023 to 2024; this filing shows Byrne Software Technologies Employee Stock Ownership Plan at $5M / 75 participants.
- #7,958
- in Professional & Technical Services (20,173 peers)
- +1196.8%
- assets growth YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Byrne Software Technologies Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Byrne Software Technologies Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,998,000 42nd percentile higher than 42% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Byrne Software Technologies Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Byrne Software Technologies Employee Stock Ownership Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Byrne Software Technologies Employee Stock Ownership Plan end-of-year assets rose from $385K in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Byrne Software Technologies Employee Stock Ownership Plan reported net income fell from $385K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Byrne Software Technologies Employee Stock Ownership Plan reported participants rose from 62 in the plan year 2023 filing to 75 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 431385588 · William Byrne & Associates, Inc. PY 2024 · ESOP
Byrne Software Technologies Employee Stock Ownership Plan · $5M · 75 · 42nd
- BOY $5M
- SCH 75
- EBSA 42nd
- PART ESOP
- TYPE near Coleman Bancshares, Inc. Employee Stock Ownership Plan
- NET ind #7958
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 Missouri →
Byrne Software Technologies Employee Stock Ownership Plan in the asset neighbourhood
William Byrne & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All William Byrne & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 1196.8176333986326% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 62 | $385K |
| 2024 | 1 | 75 | $5M |
William Byrne & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $385K |
|---|---|
| Net Assets (End of Year) | -$2M |
| Net Income | -$2M |
| Employer EIN | 431385588 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $5.5B · 9,902
- Mccarthy Employee Stock Ownership Plan $1.8B · 2,983
- Je Dunn Employee Stock Ownership Plan and Trust $621M · 2,825
- Arco DB Companies, Inc. Employee Stock Ownership Plan $514M · 608
- Emery Sapp Employee Stock Ownership Plan $400M · 2,184
Byrne Software Technologies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Coleman Bancshares, Inc. Employee Stock Ownership Plan in TX ($5M); by covered participants it is E80 Holdings, Inc. Employee Stock Ownership Plan in WI (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.