ESOP · DOL Form 5500 · 2023
Calsoft Systems ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 85
- Participants
- 66th
- Percentile by assets
- $167,850
- Avg per participant
Official DOL plan name: Calsoft Systems Employee Stock Ownership Plan · Sponsored by Calsoft Systems · California · Professional & Technical Services
$14M in assets, 85 participants
Calsoft Systems's Calsoft Systems Employee Stock Ownership Plan reported $14M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 127,072 plans)
- #13,306 in Professional & Technical Services (20,321 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 $14M / 85 participants.
- $14M
- total plan assets (2023 EOY)
- 85
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $167,850
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Calsoft Systems Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Calsoft Systems Employee Stock Ownership Plan reported participants rose from 76 in the plan year 2022 filing to 85 in the plan year 2023 filing.
- Calsoft Systems Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $12M |
| 2023 | 1 | 85 | $14M |
| 2024 | 1 | 88 | $17M |
Calsoft Systems filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $3M |
| Employer EIN | 330593327 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING 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
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
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
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Multi-year trail
Ways to act on Calsoft Systems Employee Stock Ownership Plan's numbers.
- By total assets, Calsoft Systems Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- Calsoft Systems's sponsor-wide assets have grown 44.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans