ESOP · DOL Form 5500 · 2024

Hart Software, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
29th
Percentile by assets National rank
$223,144
Avg per participant Above avg balance/head
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Official DOL plan name: Hart Software, Inc. Employee Stock Ownership Plan · Sponsored by Hart Software, Inc. · Pennsylvania · Professional & Technical Services

$2M in assets, 9 participants

Hart Software, Inc.'s Hart Software, Inc. Employee Stock Ownership Plan reported $2M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,088 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Hart Software, Inc. Employee Stock Ownership Plan holds $2M for 9 participants - about $223,144 per participant, in the lower half of filed plans by assets.

#5,088
in Professional & Technical Services (20,173 peers)
-4.7%
assets change YoY

Hart Software, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,008,294 29th percentile higher than 29% of 123,620 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 2024

Hart Software, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hart Software, Inc. Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hart Software, Inc. Employee Stock Ownership Plan reported net income fell from $263K in the plan year 2023 filing to $96K in the plan year 2024 filing.
  • Hart Software, Inc. Employee Stock Ownership Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Hart Software, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200632205 · Hart Software, Inc. PY 2024 · ESOP

Hart Software, Inc. Employee Stock Ownership Plan · $2M · 9 · 29th

  • PHOTO $2M
  • PHOTO 9
  • PHOTO 29th
  • PHOTO ESOP
  • PHOTO near Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust
  • PHOTO ind #5088

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 Pennsylvania →

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

Hart Software, Inc. Employee Stock Ownership PlanHart Software, Inc. Employee…$2MMichael J. Antonello and Associates, Ltd. ESOP Plan and TrustMichael J. Antonello and Ass…$2MIn-House Home Health, Inc. Employee Stock Ownership PlanIn-House Home Health, Inc. E…$2MBnw Contracting, Inc., Employee Stock Ownership PlanBnw Contracting, Inc., Emplo…$2MFarmers Bank and Trust Company Employee Stock Ownership PlanFarmers Bank and Trust Compa…$2M
End-of-year total assets ($M) among Hart Software, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$761K
Net Income$96K
Employer EIN200632205
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hart Software, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 1.2417717622320812% vs 2022
2024 filing year
$1.95M$2M$2.05M$2.1M$2.15M 202220232024 $2.03M $2.01M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 10 $2M
2024 1 9 $2M

Nearby ESOP Plans in Pennsylvania

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

Hart Software, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Hart Software, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002008294 · Participants: 9Hart Software, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Hart Software, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Hart Software, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust in MN ($2M); by covered participants it is Commercial Bank of Mott Employee Stock Ownership Plan in ND (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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.

Frequently Asked Questions

How did Hart Software, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Hart Software, Inc. Employee Stock Ownership Plan edged down modestly - down 4.7% during 2024, from $2M to $2M. Reported net income was $96K.
How have Hart Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hart Software, Inc.'s sponsor-wide assets declined 1.2%, from $2M to $2M.
Which ESOP plans are similar in size to Hart Software, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Michael J. Antonello and Associates, Ltd. ESOP Plan and Trust in MN ($2M, 2 participants).
Which ESOP plans cover a similar participant headcount to Hart Software, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Commercial Bank of Mott Employee Stock Ownership Plan in ND (9 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200632205.

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.