ESOP · DOL Form 5500 · 2022

Nicklas Supply, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
59
Participants Small participant base
65th
Percentile by assets National rank
$173,898
Avg per participant Above avg balance/head
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Official DOL plan name: Nicklas Supply, Inc. Employee Stock Ownership Plan · Sponsored by Nicklas Supply, Inc. · Pennsylvania · Wholesale Trade

$10M in assets, 59 participants

Nicklas Supply, Inc.'s Nicklas Supply, Inc. Employee Stock Ownership Plan reported $10M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,970 in Wholesale Trade (6,843 peers)

Nicklas Supply, Inc. multi-year trail

Nicklas Supply, Inc.'s plans moved -31.1% in assets from 2022 to 2024; this filing shows Nicklas Supply, Inc. Employee Stock Ownership Plan at $10M / 59 participants.

#3,970
in Wholesale Trade (6,843 peers)
+47.8%
assets growth YoY

Nicklas Supply, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$10,260,000 Top 35% higher than 65% 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

Nicklas Supply, Inc. 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. Nicklas Supply, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 251069833 · Nicklas Supply, Inc. PY 2022 · ESOP

Nicklas Supply, Inc. Employee Stock Ownership Plan · $10M · 59 · 65th

  • 5500 $10M
  • ASSETS 59
  • PCT 65th
  • EIN ESOP
  • RANK near Watts Engineering Sales, Inc. Employee Stock Ownership Plan
  • PHOTO ind #3970

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 Pennsylvania →

Nicklas Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Professional Risk Associates, Inc. Employee Stock Ownership PlanProfessional Risk Associates…$10MNicklas Supply, Inc. Employee Stock Ownership PlanNicklas Supply, Inc. Employe…$10MWatts Engineering Sales, Inc. Employee Stock Ownership PlanWatts Engineering Sales, Inc…$10MModern Air Mechanical Employee Stock Ownership PlanModern Air Mechanical Employ…$10MMiller/Howard Investments, Inc. Employee Stock Ownership PlanMiller/Howard Investments, I…$10M
End-of-year total assets ($M) among Nicklas Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Nicklas Supply, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Nicklas Supply, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.0916179337232% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $10.3M $7.07M ▼ -31.1%
Year Plans Participants Total Assets
2022 1 59 $10M
2023 1 55 $9M
2024 1 59 $7M

Nicklas Supply, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN251069833
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Nicklas Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Nicklas Supply, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01026 · Participants: 59Nicklas Supply, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Nicklas Supply, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Nicklas Supply, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Watts Engineering Sales, Inc. Employee Stock Ownership Plan in AL ($10M); by covered participants it is Transmarine Navigation Corporation Profit Sharing Plan in CA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Nicklas Supply, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Nicklas Supply, Inc. Employee Stock Ownership Plan surged - up 47.8% during 2022, from $7M to $10M. Reported net income was $3M.
How have Nicklas Supply, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nicklas Supply, Inc.'s sponsor-wide assets declined 31.1%, from $10M to $7M.
Which ESOP plans are similar in size to Nicklas Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Watts Engineering Sales, Inc. Employee Stock Ownership Plan in AL ($10M, 17 participants).
Which ESOP plans cover a similar participant headcount to Nicklas Supply, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Transmarine Navigation Corporation Profit Sharing Plan in CA (59 participants, $11M 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 251069833.

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.