ESOP · DOL Form 5500 · 2022

Pickering, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
106
Participants Small participant base
66th
Percentile by assets National rank
$98,468
Avg per participant Below avg balance/head
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Official DOL plan name: Pickering, Inc. Employee Stock Ownership Plan · Sponsored by Pickering, Inc. · Tennessee · Professional & Technical Services

$10M in assets, 106 participants

Pickering, Inc.'s Pickering, Inc. Employee Stock Ownership Plan reported $10M in total assets and 106 participants in its 2022 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.

  • #13,936 in Professional & Technical Services (21,562 peers)

Coverage in Tennessee

Pickering, Inc. Employee Stock Ownership Plan covers 106 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $10M.

#13,936
in Professional & Technical Services (21,562 peers)
-1.0%
assets change YoY

The plan reported a net loss of $91K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Pickering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,437,591 Top 34% higher than 66% 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

Pickering, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pickering, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

Plan-year Form 5500 strip

Filing strip 620758014 · Pickering, Inc. PY 2022 · ESOP

Pickering, Inc. Employee Stock Ownership Plan · $10M · 106 · 66th

  • VS-ST $10M
  • VS-ST 106
  • VS-ST 66th
  • VS-ST ESOP
  • VS-ST near O & F Machine Products Company Employee Stock Ownership Plan
  • VS-ST ind #13936

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 Tennessee →

Pickering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Quirk Wire Co., Inc. Employee Stock Ownership PlanQuirk Wire Co., Inc. Employe…$10MPickering, Inc. Employee Stock Ownership PlanPickering, Inc. Employee Sto…$10MO & F Machine Products Company Employee Stock Ownership PlanO & F Machine Products Compa…$10MAmerican Vision Windows, Inc. ESOPAmerican Vision Windows, Inc…$10MO'neal, Inc. Employee Stock Ownership Plan and TrustO'neal, Inc. Employee Stock …$10M
End-of-year total assets ($M) among Pickering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$91K
Employer EIN620758014
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pickering, Inc.)

Sponsor-wide plan assets over time

All Pickering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 29.11299595523204% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29M $37.4M ▲ +29.1%
Year Plans Participants Total Assets
2022 2 231 $29M
2023 2 236 $34M
2024 2 231 $37M

Nearby ESOP Plans in Tennessee

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

Pickering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Pickering, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.437591 · Participants: 106Pickering, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership Plan
Pickering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Pickering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is O & F Machine Products Company Employee Stock Ownership Plan in MO ($10M); by covered participants it is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Pickering, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Pickering, Inc. Employee Stock Ownership Plan edged down modestly - down 1.0% during 2022, from $11M to $10M. Reported net income was -$91K.
How have Pickering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pickering, Inc.'s sponsor-wide assets grew 29.1%, from $29M to $37M.
Which ESOP plans are similar in size to Pickering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is O & F Machine Products Company Employee Stock Ownership Plan in MO ($10M, 58 participants).
Which ESOP plans cover a similar participant headcount to Pickering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants, $449K 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 620758014.

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.