ESOP · DOL Form 5500 · 2023

Nicklas Supply, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
55
Participants Small participant base
57th
Percentile by assets National rank
$170,000
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

$9M in assets, 55 participants

Nicklas Supply, Inc.'s Nicklas Supply, Inc. Employee Stock Ownership Plan reported $9M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,071 in Wholesale Trade (6,309 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 $9M / 55 participants.

#3,071
in Wholesale Trade (6,309 peers)
-8.9%
assets change YoY

The plan reported a net loss of $775K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2023 · DOL Form 5500

$9,350,000 Top 43% higher than 57% 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

Nicklas Supply, Inc. 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. Nicklas Supply, Inc. Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nicklas Supply, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$775K in the plan year 2023 filing.
  • Nicklas Supply, Inc. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Nicklas Supply, Inc. Employee Stock Ownership Plan reported participants fell from 59 in the plan year 2022 filing to 55 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251069833 · Nicklas Supply, Inc. PY 2023 · ESOP

Nicklas Supply, Inc. Employee Stock Ownership Plan · $9M · 55 · 57th

  • 5500 $9M
  • ASSETS 55
  • PCT 57th
  • EIN ESOP
  • RANK near The Northridge Group, Inc. Employee Stock Ownership Plan
  • PHOTO ind #3071

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

Ultara Holdings, Inc. Employee Stock Ownership PlanUltara Holdings, Inc. Employ…$9MHawk Trailers, Inc. Employee Stock Ownership PlanHawk Trailers, Inc. Employee…$9MNicklas Supply, Inc. Employee Stock Ownership PlanNicklas Supply, Inc. Employe…$9MThe Northridge Group, Inc. Employee Stock Ownership PlanThe Northridge Group, Inc. E…$9MHammers Construction, Inc. Employee Stock Ownership PlanHammers Construction, Inc. E…$9M
End-of-year total assets ($M) among Nicklas Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$775K
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. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Nicklas Supply, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00935 · Participants: 55Nicklas Supply, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H 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 The Northridge Group, Inc. Employee Stock Ownership Plan in IL ($9M); by covered participants it is Portside Builders, Inc. Employee Stock Ownership Plan in WI (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 did Nicklas Supply, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Nicklas Supply, Inc. Employee Stock Ownership Plan pulled back noticeably - down 8.9% during 2023, from $10M to $9M. Reported net income was -$775K.
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 The Northridge Group, Inc. Employee Stock Ownership Plan in IL ($9M, 78 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 Portside Builders, Inc. Employee Stock Ownership Plan in WI (55 participants, $15M 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 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.