401(k) · DOL Form 5500 · 2024

Software One, Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
437
Participants Below avg headcount
84th
Percentile by assets National rank
$116,729
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Software One, Inc. 401(k) Profit Sharing Plan · Sponsored by Software One, Inc. · Wisconsin · Professional & Technical Services

$51M in assets, 437 participants

Software One, Inc.'s Software One, Inc. 401(k) Profit Sharing Plan reported $51M in total assets and 437 participants in its 2024 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.

  • #17,184 in Professional & Technical Services (20,173 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, $51M for 437 participants (~$116,729/participant), up 15.3% in 2024.

#17,184
in Professional & Technical Services (20,173 peers)
+15.3%
assets growth YoY
0.5×
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 2024 · DOL Form 5500

$51,010,750 Top 16% higher than 84% 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

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

Plan-year 2024 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 (437 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Software One, Inc. 401(k) Profit Sharing Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Software One, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $44M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • Software One, Inc. 401(k) Profit Sharing Plan reported participants rose from 398 in the plan year 2023 filing to 437 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391501504 · Software One, Inc. PY 2024 · 401(k)

Software One, Inc. 401(k) Profit Sharing Plan · $51M · 437 · 84th

  • ASSETS $51M
  • PCT 437
  • EIN 84th
  • RANK 401(k)
  • PHOTO near Profit Sharing Plan & Trust of South Carolina Oncology Associates, P. a.
  • IND ind #17184

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

Aaos Retirement Plan$51MMcwane Hourly 401(k) Retirement PlanMcwane Hourly 401(k) Retirem…$51MSoftware One, Inc. 401(k) Profit Sharing PlanSoftware One, Inc. 401(k) Pr…$51MProfit Sharing Plan & Trust of South Carolina Oncology Associates, P. a.Profit Sharing Plan & Trust …$51MThe Springs of Achievement Partnership PlanThe Springs of Achievement P…$51M
End-of-year total assets ($M) among Software One, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$51M
Net Income$7M
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 -5051015 Total assets ($B) Participants Software One, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.05101075 · Participants: 437Software One, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell 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 Profit Sharing Plan & Trust of South Carolina Oncology Associates, P. a. in SC ($51M); by covered participants it is Delta-T Group, Inc. 401(k) Savings Plan in PA (437 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (437 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 Software One, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Software One, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.3% during 2024, from $44M to $51M. Reported net income was $7M.
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 123,622 plans that reported assets for plan year 2024 (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 Profit Sharing Plan & Trust of South Carolina Oncology Associates, P. a. in SC ($51M, 207 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 Delta-T Group, Inc. 401(k) Savings Plan in PA (437 participants, $14M 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 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.