ESOP · DOL Form 5500 · 2023

Flocknote, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
39
Participants Small participant base
41st
Percentile by assets National rank
$109,577
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, 39 participants

Flocknote, Inc.'s Flocknote Employee Stock Ownership Plan reported $4M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #711 in Information & Media (2,818 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 / 39 participants.

#711
in Information & Media (2,818 peers)
+16.8%
assets growth YoY

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 2023 · DOL Form 5500

$4,273,510 41st percentile higher than 41% 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

Flocknote 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. Flocknote Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Flocknote Employee Stock Ownership Plan reported net income rose from -$593K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Flocknote Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Flocknote Employee Stock Ownership Plan reported participants rose from 35 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 461585804 · Flocknote, Inc. PY 2023 · ESOP

Flocknote Employee Stock Ownership Plan · $4M · 39 · 41st

  • 5500 $4M
  • ASSETS 39
  • PCT 41st
  • EIN ESOP
  • RANK near Elkton Bancorp, Inc. & Affiliated Companies Employee Stock Ownership Plan
  • PHOTO ind #711

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

Golterman & Sabo, Inc. Employee Stock Ownership PlanGolterman & Sabo, Inc. Emplo…$4MPete Moffat Construction Inc. Employee Stock Ownership PlanPete Moffat Construction Inc…$4MFlocknote Employee Stock Ownership PlanFlocknote Employee Stock Own…$4MElkton Bancorp, Inc. & Affiliated Companies Employee Stock Ownership PlanElkton Bancorp, Inc. & Affil…$4MSes Environmental Employee Stock Ownership Plan and TrustSes Environmental Employee S…$4M
End-of-year total assets ($M) among Flocknote Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$813K
Net Income$1M
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. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Flocknote Employee Stock Ownership Plan, Total assets ($B): 0.00427351 · Participants: 39Flocknote Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
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 Elkton Bancorp, Inc. & Affiliated Companies Employee Stock Ownership Plan in KY ($4M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.

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 did Flocknote Employee Stock Ownership Plan assets move in 2023? ▼
Flocknote Employee Stock Ownership Plan grew sharply - up 16.8% during 2023, from $4M to $4M. Reported net income was $1M.
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 Elkton Bancorp, Inc. & Affiliated Companies Employee Stock Ownership Plan in KY ($4M, 26 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 Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M 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 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.