ESOP · DOL Form 5500 · 2024

Milsoft Utility Solutions ESOP

Data updated 2026-08-25

$904K
Total assets Small plan by assets
147
Participants Small participant base
22nd
Percentile by assets National rank
$6,152
Avg per participant Low balance/head
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Official DOL plan name: Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Milsoft Utility Solutions · Texas · Information & Media

$904K in assets, 147 participants

Milsoft Utility Solutions's Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan reported $904K in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #316 in Information & Media (2,822 peers)

Coverage in Texas

Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan covers 147 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $904K.

#316
in Information & Media (2,822 peers)
+8.1%
assets growth YoY

Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$904,408 22nd percentile higher than 22% 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

Milsoft Utility Solutions, Inc. Employee Stock Ownership 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. Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan reported participants rose from 107 in the plan year 2022 filing to 147 in the plan year 2024 filing.
  • Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $904K in the plan year 2024 filing.
  • Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan reported net income fell from $74K in the plan year 2022 filing to $68K in the plan year 2024 filing.

See the national 2022→2024 release diff →

DOL schedule card

Filing strip 752255624 · Milsoft Utility Solutions PY 2024 · ESOP

Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan · $904K · 147 · 22nd

  • BOY $904K
  • BOY 147
  • BOY 22nd
  • BOY ESOP
  • BOY near Bond Technologies, Inc. Employee Stock Ownership Plan
  • BOY ind #316

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 Texas →

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

Milsoft Utility Solutions, Inc. Employee Stock Ownership PlanMilsoft Utility Solutions, I…$904KBond Technologies, Inc. Employee Stock Ownership PlanBond Technologies, Inc. Empl…$904KMidan Marketing Inc. Employee Stock Ownership PlanMidan Marketing Inc. Employe…$904KA & M Berk Tax Service, Inc. Employee Stock Ownership PlanA & M Berk Tax Service, Inc.…$903KMeadowlark Optics, Inc. Employee Stock OwnershipMeadowlark Optics, Inc. Empl…$902K
End-of-year total assets ($M) among Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$836K
Net Assets (End of Year)$904K
Net Income$68K
Employer EIN752255624
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Milsoft Utility Solutions)

Sponsor-wide plan assets over time

All Milsoft Utility Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$904K 33.994886911412785% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 20222024 $1.37M $0.9M ▼ -34.3%
Year Plans Participants Total Assets
2022 1 107 $1M
2024 1 147 $904K

Nearby ESOP Plans in Texas

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

Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000904408 · Participants: 147Milsoft Utility Solutions, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

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

Outside Texas, the nearest ESOP by assets is Bond Technologies, Inc. Employee Stock Ownership Plan in IN ($904K); by covered participants it is Woodsman ESOP in FL (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan assets move in 2024?
Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.1% during 2024, from $836K to $904K. Reported net income was $68K.
How have Milsoft Utility Solutions plan assets changed over time?
Across 2 plan years on file (2022-2024), Milsoft Utility Solutions's sponsor-wide assets declined 34.0%, from $1M to $904K.
Where does Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Bond Technologies, Inc. Employee Stock Ownership Plan in IN ($904K, 24 participants).
Which ESOP plans cover a similar participant headcount to Milsoft Utility Solutions, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Woodsman ESOP in FL (147 participants, $49M in assets).