ESOP · DOL Form 5500 · 2024

Calsoft Systems ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
88
Participants Small participant base
67th
Percentile by assets National rank
$189,001
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

$17M in assets, 88 participants

Calsoft Systems's Calsoft Systems Employee Stock Ownership Plan reported $17M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,248 in Professional & Technical Services (20,173 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 $17M / 88 participants.

#13,248
in Professional & Technical Services (20,173 peers)
+16.6%
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 2024 · DOL Form 5500

$16,632,089 Top 33% higher than 67% 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

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

Plan-year 2024 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 (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calsoft Systems Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Calsoft Systems Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Calsoft Systems Employee Stock Ownership Plan reported participants rose from 85 in the plan year 2023 filing to 88 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330593327 · Calsoft Systems PY 2024 · ESOP

Calsoft Systems Employee Stock Ownership Plan · $17M · 88 · 67th

  • BOOK $17M
  • BOOK 88
  • BOOK 67th
  • BOOK ESOP
  • BOOK near Centrol, Inc. Restated Employee Stock Ownership Plan & Trust
  • BOOK ind #13248

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

The Bloom Organization II, Inc. Employee Stock Ownership PlanThe Bloom Organization II, I…$17MCalsoft Systems Employee Stock Ownership PlanCalsoft Systems Employee Sto…$17MCentrol, Inc. Restated Employee Stock Ownership Plan & TrustCentrol, Inc. Restated Emplo…$17MMaterial Motion, Inc. Employee Stock Ownership PlanMaterial Motion, Inc. Employ…$17MLemberg Electric Company, Inc. Employee Stock Ownership PlanLemberg Electric Company, In…$17M
End-of-year total assets ($M) among Calsoft Systems Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
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 -20246 Total assets ($B) Participants Calsoft Systems Employee Stock Ownership Plan, Total assets ($B): 0.016632089 · Participants: 88Calsoft Systems 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
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 Centrol, Inc. Restated Employee Stock Ownership Plan & Trust in MN ($17M); by covered participants it is Lake Elmo Bank Employee Stock Ownership Plan in MN (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Calsoft Systems Employee Stock Ownership Plan assets move in 2024? ▼
Calsoft Systems Employee Stock Ownership Plan grew sharply - up 16.6% during 2024, from $14M to $17M. 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 Centrol, Inc. Restated Employee Stock Ownership Plan & Trust in MN ($17M, 72 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 Lake Elmo Bank Employee Stock Ownership Plan in MN (88 participants, $10M 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 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.