ESOP · DOL Form 5500 · 2022

Flocknote, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
35
Participants Small participant base
44th
Percentile by assets National rank
$104,551
Avg per participant Below avg balance/head
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Official DOL plan name: Flocknote Employee Stock Ownership Plan · Sponsored by Flocknote, Inc. · Texas · Information & Media

$4M in assets, 35 participants

Flocknote, Inc.'s Flocknote Employee Stock Ownership Plan reported $4M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #822 in Information & Media (2,911 peers)

Flocknote, Inc. multi-year trail

Flocknote, Inc.'s plans moved +23.5% in assets from 2022 to 2024; this filing shows Flocknote Employee Stock Ownership Plan at $4M / 35 participants.

#822
in Information & Media (2,911 peers)
-22.2%
assets change YoY

The plan reported a net loss of $593K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Flocknote Employee Stock Ownership Plan's mid-pack asset rank among Information & Media and all filers

Flocknote Employee Stock Ownership Plan vs every filed plan by assets

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

$3,659,300 44th percentile higher than 44% 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

Flocknote Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Flocknote Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 461585804 · Flocknote, Inc. PY 2022 · ESOP

Flocknote Employee Stock Ownership Plan · $4M · 35 · 44th

  • EIN $4M
  • RANK 35
  • PHOTO 44th
  • IND ESOP
  • EOY near Lullabot, Inc. Employee Stock Ownership Plan
  • 5500 ind #822

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 Texas →

Flocknote Employee Stock Ownership Plan in the asset neighbourhood

Flocknote Employee Stock Ownership PlanFlocknote Employee Stock Own…$4MLullabot, Inc. Employee Stock Ownership PlanLullabot, Inc. Employee Stoc…$4MZia Record Exchange Employee Stock Ownership PlanZia Record Exchange Employee…$4MBwe, Inc. Employee Stock Ownership PlanBwe, Inc. Employee Stock Own…$4MRoberts Irrigation Company, Inc. Employee Stock Ownership PlanRoberts Irrigation Company, …$4M
End-of-year total assets ($M) among Flocknote Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Flocknote, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Flocknote, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.509414368868363% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.66M $4.52M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 35 $4M
2023 1 39 $4M
2024 1 45 $5M

Flocknote, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$257K
Net Income-$593K
Employer EIN461585804
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Flocknote Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Flocknote Employee Stock Ownership Plan, Total assets ($B): 0.0036593 · Participants: 35Flocknote Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Flocknote Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Flocknote Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Lullabot, Inc. Employee Stock Ownership Plan in RI ($4M); by covered participants it is Valley City Sign Company Employee Stock Ownership Plan in MI (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Flocknote Employee Stock Ownership Plan assets move in 2022? ▼
Flocknote Employee Stock Ownership Plan declined sharply - down 22.2% during 2022, from $5M to $4M. Reported net income was -$593K.
How have Flocknote, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flocknote, Inc.'s sponsor-wide assets grew 23.5%, from $4M to $5M.
Which ESOP plans are similar in size to Flocknote Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lullabot, Inc. Employee Stock Ownership Plan in RI ($4M, 34 participants).
Which ESOP plans cover a similar participant headcount to Flocknote Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley City Sign Company Employee Stock Ownership Plan in MI (35 participants, $5M 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 461585804.

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.