ESOP · DOL Form 5500 · 2024

Nuckles Oil Company, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
196
Participants Below avg headcount
30th
Percentile by assets National rank
$10,421
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

$2M in assets, 196 participants

Nuckles Oil Company, Inc.'s Nuckles Employee Stock Ownership Plan reported $2M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #73 in Utilities (732 peers)

Coverage in California

Nuckles Employee Stock Ownership Plan covers 196 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $2M.

#73
in Utilities (732 peers)
-50.4%
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.

Nuckles Employee Stock Ownership Plan among the smaller filed plans by assets

Nuckles Employee Stock Ownership Plan vs every filed plan by assets

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

$2,042,554 30th percentile higher than 30% 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

Nuckles 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. Nuckles Employee Stock Ownership Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nuckles Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Nuckles Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Nuckles Employee Stock Ownership Plan reported participants rose from 173 in the plan year 2023 filing to 196 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 952586430 · Nuckles Oil Company, Inc. PY 2024 · ESOP

Nuckles Employee Stock Ownership Plan · $2M · 196 · 30th

  • EBSA $2M
  • EBSA 196
  • EBSA 30th
  • EBSA ESOP
  • EBSA near Employee Stock Ownership Plan and Trust of Twi Group, Inc.
  • EBSA ind #73

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

Nuckles Employee Stock Ownership PlanNuckles Employee Stock Owner…$2MEmployee Stock Ownership Plan and Trust of Twi Group, Inc.Employee Stock Ownership Pla…$2MHell's Kitchen Inc. Employee Stock Ownership PlanHell's Kitchen Inc. Employee…$2MFerrer Mechanical Services Employee Stock Ownership PlanFerrer Mechanical Services E…$2MThe Stephenson National Bank & Trust Employee Stock Ownership PlanThe Stephenson National Bank…$2M
End-of-year total assets ($M) among Nuckles Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$88M
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 -20246 Total assets ($B) Participants Nuckles Employee Stock Ownership Plan, Total assets ($B): 0.002042554 · Participants: 196Nuckles 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
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 Employee Stock Ownership Plan and Trust of Twi Group, Inc. in NV ($2M); by covered participants it is Bankprov Employee Stock Ownership Plan in MA (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Nuckles Employee Stock Ownership Plan assets move in 2024? ▼
Nuckles Employee Stock Ownership Plan contracted severely - down 50.4% during 2024, from $4M to $2M. 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 Employee Stock Ownership Plan and Trust of Twi Group, Inc. in NV ($2M, 36 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 Bankprov Employee Stock Ownership Plan in MA (196 participants, $16M 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 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.