ESOP · DOL Form 5500 · 2023

Nuckles Oil Company, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
173
Participants Small participant base
41st
Percentile by assets National rank
$23,821
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

$4M in assets, 173 participants

Nuckles Oil Company, Inc.'s Nuckles Employee Stock Ownership Plan reported $4M in total assets and 173 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.

  • #99 in Utilities (721 peers)

Coverage in California

Nuckles Employee Stock Ownership Plan covers 173 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $4M.

#99
in Utilities (721 peers)
+110.2%
assets growth YoY

Nuckles Employee Stock Ownership Plan's mid-pack asset rank among Utilities and all filers

Nuckles Employee Stock Ownership Plan vs every filed plan by assets

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

$4,121,053 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

Nuckles Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 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 (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nuckles Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Nuckles Employee Stock Ownership Plan reported net income rose from -$92M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Nuckles Employee Stock Ownership Plan reported participants rose from 137 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952586430 · Nuckles Oil Company, Inc. PY 2023 · ESOP

Nuckles Employee Stock Ownership Plan · $4M · 173 · 41st

  • PCT $4M
  • PCT 173
  • PCT 41st
  • PCT ESOP
  • PCT near Community Bank of the Chesapeake Employee Stock Ownership Plan and Trust
  • PCT ind #99

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

Babsco Supply Employee Stock Ownership PlanBabsco Supply Employee Stock…$4MBogota Savings Bank Employee Stock Ownership PlanBogota Savings Bank Employee…$4MNuckles Employee Stock Ownership PlanNuckles Employee Stock Owner…$4MCommunity Bank of the Chesapeake Employee Stock Ownership Plan and TrustCommunity Bank of the Chesap…$4MVelocity Constructors, Inc. Employee Stock Ownership PlanVelocity Constructors, Inc. …$4M
End-of-year total assets ($M) among Nuckles Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$86M
Net Income$2M
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): 0.004121053 · Participants: 173Nuckles 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
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 Community Bank of the Chesapeake Employee Stock Ownership Plan and Trust in MD ($4M); by covered participants it is Gha Technologies, Inc. Employee Stock Ownership Plan in AZ (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Nuckles Employee Stock Ownership Plan assets move in 2023? ▼
Nuckles Employee Stock Ownership Plan surged - up 110.2% during 2023, from $2M to $4M. Reported net income was $2M.
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 Community Bank of the Chesapeake Employee Stock Ownership Plan and Trust in MD ($4M, 153 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 Gha Technologies, Inc. Employee Stock Ownership Plan in AZ (173 participants, $26M 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 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.