ESOP · DOL Form 5500 · 2024

Nic Partners, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
63
Participants Small participant base
73rd
Percentile by assets National rank
$369,035
Avg per participant High balance/head
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Official DOL plan name: Nic Partners, Inc. Employee Stock Ownership Plan · Sponsored by Nic Partners, Inc. · California · Professional & Technical Services

$23M in assets, 63 participants

Nic Partners, Inc.'s Nic Partners, Inc. Employee Stock Ownership Plan reported $23M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,657 in Professional & Technical Services (20,173 peers)

Nic Partners, Inc. multi-year trail

Nic Partners, Inc.'s plans moved +135.2% in assets from 2022 to 2024; this filing shows Nic Partners, Inc. Employee Stock Ownership Plan at $23M / 63 participants.

#14,657
in Professional & Technical Services (20,173 peers)
+8.4%
assets growth YoY

Nic Partners, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$23,249,200 Top 27% higher than 73% 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

Nic Partners, 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. Nic Partners, Inc. Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nic Partners, Inc. Employee Stock Ownership Plan reported net income fell from $12M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Nic Partners, Inc. Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Nic Partners, Inc. Employee Stock Ownership Plan reported participants fell from 64 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 020807855 · Nic Partners, Inc. PY 2024 · ESOP

Nic Partners, Inc. Employee Stock Ownership Plan · $23M · 63 · 73rd

  • BOY $23M
  • BOY 63
  • BOY 73rd
  • BOY ESOP
  • BOY near Meyer Najem Inc. Employee Stock Ownership Plan
  • BOY ind #14657

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 →

Nic Partners, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Nic Partners, Inc. Employee Stock Ownership PlanNic Partners, Inc. Employee …$23MMeyer Najem Inc. Employee Stock Ownership PlanMeyer Najem Inc. Employee St…$23MFirst Neighborhood Bancshares, Inc. Employee Stock Ownership PlanFirst Neighborhood Bancshare…$23MRetirement Planners of America Employee Stock Ownership PlanRetirement Planners of Ameri…$23MLeevers Supermarkets, Inc. Employee Stock Ownership PlanLeevers Supermarkets, Inc. E…$23M
End-of-year total assets ($M) among Nic Partners, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Nic Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Nic Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 135.24295463580657% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.88M $23.3M ▲ +135.3%
Year Plans Participants Total Assets
2022 1 55 $10M
2023 1 64 $21M
2024 1 63 $23M

Nic Partners, Inc. filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN020807855
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Nic Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Nic Partners, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0232492 · Participants: 63Nic Partners, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Nic Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Nic Partners, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Meyer Najem Inc. Employee Stock Ownership Plan in IN ($23M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Nic Partners, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Nic Partners, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.4% during 2024, from $21M to $23M. Reported net income was $2M.
How have Nic Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nic Partners, Inc.'s sponsor-wide assets grew 135.2%, from $10M to $23M.
Which ESOP plans are similar in size to Nic Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Meyer Najem Inc. Employee Stock Ownership Plan in IN ($23M, 158 participants).
Which ESOP plans cover a similar participant headcount to Nic Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants, $27M 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 020807855.

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.