ESOP · DOL Form 5500 · 2024
Simbiotic Software, Inc. ESOP
Data updated 2026-08-25
- $549K
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $21,941
- Avg per participant Low balance/head
Official DOL plan name: Simbiotic Software, Inc. Employee Stock Ownership Plan · Sponsored by Simbiotic Software, Inc. · Montana · Professional & Technical Services
$549K in assets, 25 participants
Simbiotic Software, Inc.'s Simbiotic Software, Inc. Employee Stock Ownership Plan reported $549K in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #2,816 in Professional & Technical Services (20,173 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 $549K / 25 participants.
- #2,816
- in Professional & Technical Services (20,173 peers)
- -13.5%
- assets change YoY
The plan reported a net loss of $10K 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 2024 · DOL Form 5500
$548,516 18th percentile higher than 18% 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
Simbiotic Software, Inc. 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. 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 2023 → plan year 2024
- Simbiotic Software, Inc. Employee Stock Ownership Plan reported net income rose from -$36K in the plan year 2023 filing to -$10K in the plan year 2024 filing.
- Simbiotic Software, Inc. Employee Stock Ownership Plan end-of-year assets fell from $634K in the plan year 2023 filing to $549K in the plan year 2024 filing.
DOL schedule card
Filing strip 651164231 · Simbiotic Software, Inc. PY 2024 · ESOP
Simbiotic Software, Inc. Employee Stock Ownership Plan · $549K · 25 · 18th
- BOY $549K
- SCH 25
- EBSA 18th
- PART ESOP
- TYPE near DB Engineering Employee Stock Ownership Plan
- NET ind #2816
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $766K |
| 2023 | 1 | 25 | $634K |
| 2024 | 1 | 25 | $549K |
Simbiotic Software, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $634K |
|---|---|
| Net Assets (End of Year) | -$1M |
| Net Income | -$10K |
| Employer EIN | 651164231 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP $469M · 968
- D.a. Davidson Companies Employee Stock Ownership Plan $176M · 1,519
- Electrical Consultants, Inc. Employee Stock Ownership Plan $109M · 822
- Sletten, Inc. Employee Stock Ownership Plan $87M · 339
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $77M · 294
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 DB Engineering Employee Stock Ownership Plan in WA ($550K); by covered participants it is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($549K here).
Similar participant headcount
Nearest other-state filings by covered participants (25 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.