ESOP · DOL Form 5500 · 2024

G2 Software Systems, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
118
Participants Small participant base
64th
Percentile by assets National rank
$123,194
Avg per participant Near avg balance/head
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Official DOL plan name: G2 Software Systems, Inc. Employee Stock Ownership Plan · Sponsored by G2 Software Systems, Inc. · California · Professional & Technical Services

$15M in assets, 118 participants

G2 Software Systems, Inc.'s G2 Software Systems, Inc. Employee Stock Ownership Plan reported $15M in total assets and 118 participants in its 2024 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.

  • #12,671 in Professional & Technical Services (20,173 peers)

Coverage in California

G2 Software Systems, Inc. Employee Stock Ownership Plan covers 118 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $15M.

#12,671
in Professional & Technical Services (20,173 peers)
+12.1%
assets growth YoY

G2 Software Systems, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

G2 Software Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,536,895 Top 36% higher than 64% of 123,620 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 2024

G2 Software Systems, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G2 Software Systems, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G2 Software Systems, Inc. Employee Stock Ownership Plan reported net income rose from $795K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • G2 Software Systems, Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330454802 · G2 Software Systems, Inc. PY 2024 · ESOP

G2 Software Systems, Inc. Employee Stock Ownership Plan · $15M · 118 · 64th

  • VS-ST $15M
  • BOY 118
  • SCH 64th
  • EBSA ESOP
  • PART near Bane-Welker Employee Stock Ownership Plan
  • TYPE ind #12671

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 →

G2 Software Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

G2 Software Systems, Inc. Employee Stock Ownership PlanG2 Software Systems, Inc. Em…$15MBane-Welker Employee Stock Ownership PlanBane-Welker Employee Stock O…$15MR & R Millwork, Inc. Employee Stock Ownership PlanR & R Millwork, Inc. Employe…$15MSteinhafels Holding Company, Inc. Employee Stock Ownership PlanSteinhafels Holding Company,…$15MThomas & Skinner, Inc. Employee Stock Ownership PlanThomas & Skinner, Inc. Emplo…$14M
End-of-year total assets ($M) among G2 Software Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN330454802
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G2 Software Systems, Inc.)

Sponsor-wide plan assets over time

All G2 Software Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 33.120697356409366% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.2M $42.9M ▲ +33.1%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants G2 Software Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014536895 · Participants: 118G2 Software Systems, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
G2 Software Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare G2 Software Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

G2 Software Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Bane-Welker Employee Stock Ownership Plan in IN ($15M); by covered participants it is Badger Corrugating Employee Stock Ownership Plan in WI (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did G2 Software Systems, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
G2 Software Systems, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.1% during 2024, from $13M to $15M. Reported net income was $2M.
How have G2 Software Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G2 Software Systems, Inc.'s sponsor-wide assets grew 33.1%, from $32M to $43M.
Which ESOP plans are similar in size to G2 Software Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bane-Welker Employee Stock Ownership Plan in IN ($15M, 446 participants).
Which ESOP plans cover a similar participant headcount to G2 Software Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Badger Corrugating Employee Stock Ownership Plan in WI (118 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330454802.

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.