ESOP · DOL Form 5500 · 2022

R. M. Galicia, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
135
Participants Small participant base
56th
Percentile by assets National rank
$48,754
Avg per participant Low balance/head
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Official DOL plan name: Progressive Management Systems Employee Stock Ownership Plan · Sponsored by R. M. Galicia, Inc. · California · Administrative & Support Services

$7M in assets, 135 participants

R. M. Galicia, Inc.'s Progressive Management Systems Employee Stock Ownership Plan reported $7M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,791 in Administrative & Support Services (4,927 peers)

Coverage in California

Progressive Management Systems Employee Stock Ownership Plan covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $7M.

#3,791
in Administrative & Support Services (4,927 peers)
-36.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Progressive Management Systems Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Progressive Management Systems Employee Stock Ownership Plan vs every filed plan by assets

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

$6,581,820 Top 44% higher than 56% 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

Progressive Management Systems 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. Progressive Management Systems Employee Stock Ownership Plan sits mid-pack in the medium band (135 participants).

Form 5500 schedule snapshot

Filing strip 953901427 · R. M. Galicia, Inc. PY 2022 · ESOP

Progressive Management Systems Employee Stock Ownership Plan · $7M · 135 · 56th

  • EIN $7M
  • RANK 135
  • PHOTO 56th
  • IND ESOP
  • EOY near Itac ESOP Retirement Plan and Trust
  • 5500 ind #3791

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 →

Progressive Management Systems Employee Stock Ownership Plan in the asset neighbourhood

Edminster, Hinshaw, Russ & Associates, Inc. Employee Stock Ownership Plan and TrustEdminster, Hinshaw, Russ & A…$7MDavis Enterprises, Inc. Employee Stock Ownership Plan and TrustDavis Enterprises, Inc. Empl…$7MItac ESOP Retirement Plan and TrustItac ESOP Retirement Plan an…$7MHainjes Inc Employee Profit Sharing Stock Ownership PlanHainjes Inc Employee Profit …$7MProgressive Management Systems Employee Stock Ownership PlanProgressive Management Syste…$7M
End-of-year total assets ($M) among Progressive Management Systems Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN953901427
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R. M. Galicia, Inc.)

Sponsor-wide plan assets over time

All R. M. Galicia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.888711632952585% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $6.58M $4.68M ▼ -28.9%
Year Plans Participants Total Assets
2022 1 135 $7M
2023 1 142 $6M
2024 1 124 $5M

Nearby ESOP Plans in California

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

Progressive Management Systems Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Progressive Management Systems Employee Stock Ownership Plan, Total assets ($B): 0.00658182 · Participants: 135Progressive Management 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
Progressive Management Systems Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Progressive Management Systems Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Itac ESOP Retirement Plan and Trust in VA ($7M); by covered participants it is Nordon, Inc. Employee Stock Ownership Plan in NY (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Progressive Management Systems Employee Stock Ownership Plan assets move in 2022? ▼
Progressive Management Systems Employee Stock Ownership Plan contracted severely - down 36.7% during 2022, from $10M to $7M. Reported net income was -$3M.
How have R. M. Galicia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. M. Galicia, Inc.'s sponsor-wide assets declined 28.9%, from $7M to $5M.
Which ESOP plans are similar in size to Progressive Management Systems Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Itac ESOP Retirement Plan and Trust in VA ($7M, 475 participants).
Which ESOP plans cover a similar participant headcount to Progressive Management Systems Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nordon, Inc. Employee Stock Ownership Plan in NY (135 participants, $14M 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 953901427.

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.