ESOP · DOL Form 5500 · 2022

G2 Software Systems, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
113
Participants Small participant base
69th
Percentile by assets National rank
$107,693
Avg per participant Below avg balance/head
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Official DOL plan name: G2 Software Systems, Inc. Employee Stock Ownership Plan · Sponsored by G2 Software Systems, Inc. · California · Professional & Technical Services

$12M in assets, 113 participants

G2 Software Systems, Inc.'s G2 Software Systems, Inc. Employee Stock Ownership Plan reported $12M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,662 in Professional & Technical Services (21,562 peers)

Coverage in California

G2 Software Systems, Inc. Employee Stock Ownership Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $12M.

#14,662
in Professional & Technical Services (21,562 peers)
+6.1%
assets growth YoY

G2 Software Systems, Inc. Employee Stock Ownership Plan's outsized position by total assets

G2 Software Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,169,316 Top 31% higher than 69% of 139,123 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 2022

G2 Software Systems, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G2 Software Systems, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).

Published 5500 schedule card

Filing strip 330454802 · G2 Software Systems, Inc. PY 2022 · ESOP

G2 Software Systems, Inc. Employee Stock Ownership Plan · $12M · 113 · 69th

  • IND $12M
  • EOY 113
  • 5500 69th
  • ASSETS ESOP
  • PCT near Immediate Health Employee Stock Ownership Plan
  • EIN ind #14662

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 California →

G2 Software Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Immediate Health Employee Stock Ownership PlanImmediate Health Employee St…$12MKrofam, Inc. & Subsidiaries Employee Stock Ownership Plan & TrustKrofam, Inc. & Subsidiaries …$12MFirst National Bank of Eastern Arkansas Employee Stock Ownership PlanFirst National Bank of Easte…$12MG2 Software Systems, Inc. Employee Stock Ownership PlanG2 Software Systems, Inc. Em…$12MVic's Crane & Heavy Haul, Inc. Employee Stock Ownership PlanVic's Crane & Heavy Haul, In…$12M
End-of-year total assets ($M) among G2 Software Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$702K
Employer EIN330454802
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G2 Software Systems, Inc.)

Sponsor-wide plan assets over time

All G2 Software Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 33.120697356409366% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.2M $42.9M ▲ +33.1%
Year Plans Participants Total Assets
2022 2 248 $32M
2023 2 252 $38M
2024 2 266 $43M

Nearby ESOP Plans in California

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

G2 Software Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants G2 Software Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.012169316 · Participants: 113G2 Software Systems, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
G2 Software Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

G2 Software Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Immediate Health Employee Stock Ownership Plan in OH ($12M); by covered participants it is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO (113 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did G2 Software Systems, Inc. Employee Stock Ownership Plan assets move in 2022?
G2 Software Systems, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.1% during 2022, from $11M to $12M. Reported net income was $702K.
How have G2 Software Systems, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), G2 Software Systems, Inc.'s sponsor-wide assets grew 33.1%, from $32M to $43M.
Which ESOP plans are similar in size to G2 Software Systems, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Immediate Health Employee Stock Ownership Plan in OH ($12M, 90 participants).
Which ESOP plans cover a similar participant headcount to G2 Software Systems, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO (113 participants, $3M in assets).