ESOP · DOL Form 5500 · 2024

Pickering, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
110
Participants Small participant base
62nd
Percentile by assets National rank
$120,242
Avg per participant Near avg balance/head
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Official DOL plan name: Pickering, Inc. Employee Stock Ownership Plan · Sponsored by Pickering, Inc. · Tennessee · Professional & Technical Services

$13M in assets, 110 participants

Pickering, Inc.'s Pickering, Inc. Employee Stock Ownership Plan reported $13M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,238 in Professional & Technical Services (20,173 peers)

Coverage in Tennessee

Pickering, Inc. Employee Stock Ownership Plan covers 110 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $13M.

#12,238
in Professional & Technical Services (20,173 peers)
+8.6%
assets growth YoY

Pickering, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pickering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,226,608 Top 38% higher than 62% 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

Pickering, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pickering, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pickering, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Pickering, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Pickering, Inc. Employee Stock Ownership Plan reported participants rose from 108 in the plan year 2023 filing to 110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 620758014 · Pickering, Inc. PY 2024 · ESOP

Pickering, Inc. Employee Stock Ownership Plan · $13M · 110 · 62nd

  • TYPE $13M
  • TYPE 110
  • TYPE 62nd
  • TYPE ESOP
  • TYPE near Neil H. Daniels, Inc. Employee Stock Ownership Plan
  • TYPE ind #12238

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 Tennessee →

Pickering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

A. Epstein & Sons International, Inc. Employee Stock Ownership PlanA. Epstein & Sons Internatio…$13MPickering, Inc. Employee Stock Ownership PlanPickering, Inc. Employee Sto…$13MNeil H. Daniels, Inc. Employee Stock Ownership PlanNeil H. Daniels, Inc. Employ…$13MMel Foster Company Employee Stock Ownership PlanMel Foster Company Employee …$13MXponance Employee Stock Ownership PlanXponance Employee Stock Owne…$13M
End-of-year total assets ($M) among Pickering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN620758014
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pickering, Inc.)

Sponsor-wide plan assets over time

All Pickering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 29.11299595523204% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29M $37.4M ▲ +29.1%
Year Plans Participants Total Assets
2022 2 231 $29M
2023 2 236 $34M
2024 2 231 $37M

Nearby ESOP Plans in Tennessee

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

Pickering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050010001500 -2000200400600 Total assets ($M) Participants Pickering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.226608 · Participants: 110Pickering, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Pickering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Pickering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Pickering, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Neil H. Daniels, Inc. Employee Stock Ownership Plan in VT ($13M); by covered participants it is Central Milling Employee Stock Ownership Plan and Trust in UT (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Pickering, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Pickering, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.6% during 2024, from $12M to $13M. Reported net income was $1M.
How have Pickering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pickering, Inc.'s sponsor-wide assets grew 29.1%, from $29M to $37M.
Which ESOP plans are similar in size to Pickering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Neil H. Daniels, Inc. Employee Stock Ownership Plan in VT ($13M, 27 participants).
Which ESOP plans cover a similar participant headcount to Pickering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Central Milling Employee Stock Ownership Plan and Trust in UT (110 participants, $55M 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 620758014.

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.