ESOP · DOL Form 5500 · 2023

Pinnacle Petroleum Holdings, Inc ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
20
Participants Small participant base
50th
Percentile by assets National rank
$337,908
Avg per participant High balance/head
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Official DOL plan name: Pinnacle Petroleum Employee Stock Ownership Plan · Sponsored by Pinnacle Petroleum Holdings, Inc · California · Wholesale Trade

$7M in assets, 20 participants

Pinnacle Petroleum Holdings, Inc's Pinnacle Petroleum Employee Stock Ownership Plan reported $7M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,516 in Wholesale Trade (6,309 peers)

Pinnacle Petroleum Holdings, Inc multi-year trail

Pinnacle Petroleum Holdings, Inc's plans moved +167.2% in assets from 2023 to 2024; this filing shows Pinnacle Petroleum Employee Stock Ownership Plan at $7M / 20 participants.

#2,516
in Wholesale Trade (6,309 peers)
-$58M
reported net income

The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pinnacle Petroleum Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Pinnacle Petroleum Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,758,150 Top 50% higher than 50% of 127,068 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 2023

Pinnacle Petroleum Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pinnacle Petroleum Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 933636045 · Pinnacle Petroleum Holdings, Inc PY 2023 · ESOP

Pinnacle Petroleum Employee Stock Ownership Plan · $7M · 20 · 50th

  • ASSETS $7M
  • PCT 20
  • EIN 50th
  • RANK ESOP
  • PHOTO near First National Bank of Clarksdale Employee Stock Ownership Plan
  • IND ind #2516

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 →

Pinnacle Petroleum Employee Stock Ownership Plan in the asset neighbourhood

Lastique International Corp. Employee Stock Ownership PlanLastique International Corp.…$7MPinnacle Petroleum Employee Stock Ownership PlanPinnacle Petroleum Employee …$7MFirst National Bank of Clarksdale Employee Stock Ownership PlanFirst National Bank of Clark…$7MAction Battery Employee Stock Ownership PlanAction Battery Employee Stoc…$7MJ. Kokolakis Contracting, Inc. Employee Stock Ownership PlanJ. Kokolakis Contracting, In…$7M
End-of-year total assets ($M) among Pinnacle Petroleum Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pinnacle Petroleum Holdings, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Pinnacle Petroleum Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 167.2328965767259% vs 2023
2024 filing year
$5M$10M$15M$20M 20232024 $6.76M $18.1M ▲ +167.2%
Year Plans Participants Total Assets
2023 1 20 $7M
2024 1 19 $18M

Pinnacle Petroleum Holdings, Inc filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$58M
Net Income-$58M
Employer EIN933636045
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Pinnacle Petroleum Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Pinnacle Petroleum Employee Stock Ownership Plan, Total assets ($B): 0.00675815 · Participants: 20Pinnacle Petroleum Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Pinnacle Petroleum Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Pinnacle Petroleum Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is First National Bank of Clarksdale Employee Stock Ownership Plan in MS ($7M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Pinnacle Petroleum Holdings, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Pinnacle Petroleum Holdings, Inc's sponsor-wide assets grew 167.2%, from $7M to $18M.
Which ESOP plans are similar in size to Pinnacle Petroleum Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is First National Bank of Clarksdale Employee Stock Ownership Plan in MS ($7M, 47 participants).
Which ESOP plans cover a similar participant headcount to Pinnacle Petroleum Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 933636045.

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.