ESOP · DOL Form 5500 · 2022

Nuckles Oil Company, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
137
Participants Small participant base
33rd
Percentile by assets National rank
$14,307
Avg per participant Low balance/head
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Official DOL plan name: Nuckles Employee Stock Ownership Plan · Sponsored by Nuckles Oil Company, Inc. · California · Utilities

$2M in assets, 137 participants

Nuckles Oil Company, Inc.'s Nuckles Employee Stock Ownership Plan reported $2M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #85 in Utilities (738 peers)

Coverage in California

Nuckles Employee Stock Ownership Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $2M.

#85
in Utilities (738 peers)
-41.3%
assets change YoY

The plan reported a net loss of $92M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nuckles Employee Stock Ownership Plan among the smaller filed plans by assets

Nuckles Employee Stock Ownership Plan vs every filed plan by assets

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

$1,960,073 33rd percentile higher than 33% 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

Nuckles 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. Nuckles Employee Stock Ownership Plan sits mid-pack in the medium band (137 participants).

EBSA filing schedule strip

Filing strip 952586430 · Nuckles Oil Company, Inc. PY 2022 · ESOP

Nuckles Employee Stock Ownership Plan · $2M · 137 · 33rd

  • VS-ST $2M
  • BOY 137
  • SCH 33rd
  • EBSA ESOP
  • PART near Farmers Bank and Trust Company Employee Stock Ownership Plan
  • TYPE ind #85

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 →

Nuckles Employee Stock Ownership Plan in the asset neighbourhood

Duda/Paine Employee Stock Ownership PlanDuda/Paine Employee Stock Ow…$2MNuckles Employee Stock Ownership PlanNuckles Employee Stock Owner…$2MFarmers Bank and Trust Company Employee Stock Ownership PlanFarmers Bank and Trust Compa…$2MHawkins, Inc. Employee Stock Ownership Plan for Certain Collectively Bargained EmployeesHawkins, Inc. Employee Stock…$2MCard Kingdom, Inc. Employee Stock Ownership PlanCard Kingdom, Inc. Employee …$2M
End-of-year total assets ($M) among Nuckles Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$88M
Net Income-$92M
Employer EIN952586430
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nuckles Oil Company, Inc.)

Sponsor-wide plan assets over time

All Nuckles Oil Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.208057557039967% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.96M $2.04M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 137 $2M
2023 1 173 $4M
2024 1 196 $2M

Nearby ESOP Plans in California

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

Nuckles Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Nuckles Employee Stock Ownership Plan, Total assets ($B): 0.001960073 · Participants: 137Nuckles Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Nuckles Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Nuckles Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Farmers Bank and Trust Company Employee Stock Ownership Plan in KY ($2M); by covered participants it is Renew Energy, Inc. Employee Stock Ownership Plan in SD (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Nuckles Employee Stock Ownership Plan assets move in 2022? ▼
Nuckles Employee Stock Ownership Plan contracted severely - down 41.3% during 2022, from $3M to $2M. Reported net income was -$92M.
How have Nuckles Oil Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nuckles Oil Company, Inc.'s sponsor-wide assets grew 4.2%, from $2M to $2M.
Which ESOP plans are similar in size to Nuckles Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Farmers Bank and Trust Company Employee Stock Ownership Plan in KY ($2M, 30 participants).
Which ESOP plans cover a similar participant headcount to Nuckles Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Renew Energy, Inc. Employee Stock Ownership Plan in SD (137 participants, $819K 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 952586430.

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.