ESOP · DOL Form 5500 · 2022

Calsoft Systems ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
76
Participants Small participant base
68th
Percentile by assets National rank
$151,582
Avg per participant Above avg balance/head
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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.

  • #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.

#14,413
in Professional & Technical Services (21,562 peers)
+37.6%
assets growth YoY

Calsoft Systems Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Calsoft Systems Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calsoft Systems Employee Stock Ownership Plan is a small filing (76 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 330593327 · Calsoft Systems PY 2022 · ESOP

Calsoft Systems Employee Stock Ownership Plan · $12M · 76 · 68th

  • BOOK $12M
  • BOOK 76
  • BOOK 68th
  • BOOK ESOP
  • BOOK near Pioneer Bank Employee Stock Ownership Plan
  • BOOK ind #14413

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 →

Calsoft Systems Employee Stock Ownership Plan in the asset neighbourhood

Abbott Industries, Inc. Employee Stock Ownership PlanAbbott Industries, Inc. Empl…$12MCalsoft Systems Employee Stock Ownership PlanCalsoft Systems Employee Sto…$12MPioneer Bank Employee Stock Ownership PlanPioneer Bank Employee Stock …$12MMoriah Incorporated Employee Stock Ownership PlanMoriah Incorporated Employee…$12ME.L. Robinson Engineering Co. Employee Stock Ownership PlanE.L. Robinson Engineering Co…$12M
End-of-year total assets ($M) among Calsoft Systems Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Calsoft Systems multi-year asset trail

Sponsor-wide plan assets over time

All Calsoft Systems plans reported in each filing year

Latest sponsor-wide plan assets
$17M 44.373078106615196% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.6M ▲ +44.4%
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 ($B) Participants Calsoft Systems Employee Stock Ownership Plan, Total assets ($B): 0.011520215 · Participants: 76Calsoft Systems 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
Calsoft Systems Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Calsoft Systems Employee Stock Ownership Plan side-by-side with 3 peers →

Calsoft Systems Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Pioneer Bank Employee Stock Ownership Plan in NY ($12M); by covered participants it is First Robinson Financial Corporation Employee Stock Ownership Plan in IL (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.

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 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).
Which ESOP plans cover a similar participant headcount to Calsoft Systems Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Robinson Financial Corporation Employee Stock Ownership Plan in IL (76 participants, $3M in assets).

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.