ESOP · DOL Form 5500 · 2023
G2 Software Systems, Inc. ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 117
- Participants
- 64th
- Percentile by assets
- $110,809
- Avg per participant
Official DOL plan name: G2 Software Systems, Inc. Employee Stock Ownership Plan · Sponsored by G2 Software Systems, Inc. · California · Professional & Technical Services
$13M in assets, 117 participants
G2 Software Systems, Inc.'s G2 Software Systems, Inc. Employee Stock Ownership Plan reported $13M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 127,072 plans)
- #12,877 in Professional & Technical Services (20,321 peers)
Coverage in California
G2 Software Systems, Inc. Employee Stock Ownership Plan covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $13M.
- $13M
- total plan assets (2023 EOY)
- 117
- covered participants
- 64th
- percentile by assets (of 127,072 plans)
- $110,809
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- G2 Software Systems, Inc. Employee Stock Ownership Plan reported net income rose from $702K in the plan year 2022 filing to $795K in the plan year 2023 filing.
- G2 Software Systems, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- G2 Software Systems, Inc. Employee Stock Ownership Plan reported participants rose from 113 in the plan year 2022 filing to 117 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. G2 Software Systems, Inc. Employee Stock Ownership Plan reports 117 participants - about 19% of that state average ($13M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $795K |
| Employer EIN | 330454802 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (G2 Software Systems, Inc.)
| 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
- 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 G2 Software Systems, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on G2 Software Systems, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, G2 Software Systems, Inc. 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
- G2 Software Systems, Inc.'s sponsor-wide assets have grown 33.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans