ESOP · DOL Form 5500 · 2024

Nicklas Supply, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
59
Participants Small participant base
48th
Percentile by assets National rank
$119,831
Avg per participant Near 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

$7M in assets, 59 participants

Nicklas Supply, Inc.'s Nicklas Supply, Inc. Employee Stock Ownership Plan reported $7M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,321 in Wholesale Trade (6,080 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 $7M / 59 participants.

#2,321
in Wholesale Trade (6,080 peers)
-24.4%
assets change YoY

The plan reported a net loss of $2M 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 2024 · DOL Form 5500

$7,070,000 48th percentile higher than 48% of 123,620 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 2024

Nicklas Supply, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 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 (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nicklas Supply, Inc. Employee Stock Ownership Plan reported net income fell from -$775K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Nicklas Supply, Inc. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Nicklas Supply, Inc. Employee Stock Ownership Plan reported participants rose from 55 in the plan year 2023 filing to 59 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251069833 · Nicklas Supply, Inc. PY 2024 · ESOP

Nicklas Supply, Inc. Employee Stock Ownership Plan · $7M · 59 · 48th

  • IND $7M
  • IND 59
  • IND 48th
  • IND ESOP
  • IND near International Hydraulics, Inc. Employee Stock Ownership Plan
  • IND ind #2321

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

Nicklas Supply, Inc. Employee Stock Ownership PlanNicklas Supply, Inc. Employe…$7MInternational Hydraulics, Inc. Employee Stock Ownership PlanInternational Hydraulics, In…$7MGroup Sales Employee Stock Ownership PlanGroup Sales Employee Stock O…$7MTsp, Inc. Employee Stock Ownership PlanTsp, Inc. Employee Stock Own…$7MHarris Civil Engineers Employee Stock Ownership Plan and TrustHarris Civil Engineers Emplo…$7M
End-of-year total assets ($M) among Nicklas Supply, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$5M
Net Income-$2M
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. -10000010000200003000040000 -20246 Total assets ($B) Participants Nicklas Supply, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00707 · Participants: 59Nicklas Supply, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & 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 International Hydraulics, Inc. Employee Stock Ownership Plan in OH ($7M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Nicklas Supply, Inc. Employee Stock Ownership Plan declined sharply - down 24.4% during 2024, from $9M to $7M. Reported net income was -$2M.
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 International Hydraulics, Inc. Employee Stock Ownership Plan in OH ($7M, 75 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 R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.