ESOP · DOL Form 5500 · 2022

Calsoft Systems ESOP

Data updated 2026-08-11

$12M
Total assets
76
Participants
68th
Percentile by assets
$151,582
Avg per participant
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Official DOL plan name: Calsoft Systems Employee Stock Ownership Plan · Sponsored by Calsoft Systems · California · Professional & Technical Services

$12M in assets, 76 participants

Calsoft Systems's Calsoft Systems Employee Stock Ownership Plan reported $12M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • 68th percentile by assets (of 139,126 plans)
  • #14,413 in Professional & Technical Services (21,562 peers)

Calsoft Systems multi-year trail

Calsoft Systems's plans moved +44.4% in assets from 2022 to 2024; this filing shows Calsoft Systems Employee Stock Ownership Plan at $12M / 76 participants.

$12M
total plan assets (2022 EOY)
76
covered participants
68th
percentile by assets (of 139,126 plans)
$151,582
avg assets per participant

Where Calsoft Systems Employee Stock Ownership Plan sits by total assets

Calsoft Systems Employee Stock Ownership Plan vs every filed plan by assets

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

$11,520,215 Top 32% higher than 68% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Professional & Technical Services

Calsoft Systems across 3 plan years on file

Across the 3 plan years Calsoft Systems has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $17M, a gain of 44.4%, while reported participants moved from 76 to 88 (+15.8%). Peak year by sponsor assets: 2024 ($17M); trough: 2022 ($12M).

Calsoft Systems multi-year asset trail

$10M$12M$14M$16M$18M 202220232024 $11.5M $16.6M ▲ +44.4%
Total plan assets by year, all Calsoft Systems plans on file
Year Plans Participants Total Assets
2022 1 76 $12M
2023 1 85 $14M
2024 1 88 $17M

Calsoft Systems filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$5M
Net Income$3M
Employer EIN330593327
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Calsoft Systems Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Calsoft Systems Empl…, Total assets ($B): 0.011520215 · Participants: 76Calsoft Systems Empl…Parsons Employee Sto…, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, I…Recology Employee St…, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee St…Agron, Inc. Employee…, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee…
Calsoft Systems Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Calsoft Systems Employee Stock Ownership… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Calsoft Systems Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Calsoft Systems Employee Stock Ownership Plan assets move in 2022? ▼
Calsoft Systems Employee Stock Ownership Plan surged - up 37.6% during 2022, from $8M to $12M. Reported net income was $3M.
How have Calsoft Systems plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calsoft Systems's sponsor-wide assets grew 44.4%, from $12M to $17M.
Which ESOP plans are similar in size to Calsoft Systems Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pioneer Bank Employee Stock Ownership Plan in NY ($12M, 170 participants).

Next read for Calsoft Systems Employee Stock Ownership…

Multi-year trail

Ways to act on Calsoft Systems Employee Stock Ownership Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330593327.

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.