ESOP · DOL Form 5500 · 2024

Flocknote, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
45
Participants Small participant base
40th
Percentile by assets National rank
$100,435
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

$5M in assets, 45 participants

Flocknote, Inc.'s Flocknote Employee Stock Ownership Plan reported $5M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #674 in Information & Media (2,822 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 $5M / 45 participants.

#674
in Information & Media (2,822 peers)
+5.8%
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 2024 · DOL Form 5500

$4,519,580 40th percentile higher than 40% 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

Flocknote 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. Flocknote Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Flocknote Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $710K in the plan year 2024 filing.
  • Flocknote Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2023 filing to 45 in the plan year 2024 filing.
  • Flocknote Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 461585804 · Flocknote, Inc. PY 2024 · ESOP

Flocknote Employee Stock Ownership Plan · $5M · 45 · 40th

  • IND $5M
  • IND 45
  • IND 40th
  • IND ESOP
  • IND near Roberts Irrigation Company, Inc. Employee Stock Ownership Plan
  • IND ind #674

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

Alaska Mining & Diving Supply, Inc. Employee Stock Ownership Plan and TrustAlaska Mining & Diving Suppl…$5MSun Forest Construction, Ltd. Employee Stock Ownership PlanSun Forest Construction, Ltd…$5MFlocknote Employee Stock Ownership PlanFlocknote Employee Stock Own…$5MRoberts Irrigation Company, Inc. Employee Stock Ownership PlanRoberts Irrigation Company, …$5MStevens Global Logistics, Inc. Employee Stock Ownership PlanStevens Global Logistics, In…$5M
End-of-year total assets ($M) among Flocknote Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income$710K
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. -20000200040006000800010000 -100102030 Total assets ($B) Participants Flocknote Employee Stock Ownership Plan, Total assets ($B): 0.00451958 · Participants: 45Flocknote Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, 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 Roberts Irrigation Company, Inc. Employee Stock Ownership Plan in WI ($5M); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Flocknote Employee Stock Ownership Plan assets move in 2024? ▼
Flocknote Employee Stock Ownership Plan grew at a solid clip - up 5.8% during 2024, from $4M to $5M. Reported net income was $710K.
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 Roberts Irrigation Company, Inc. Employee Stock Ownership Plan in WI ($5M, 30 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 Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (45 participants, $9M 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 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.