ESOP · DOL Form 5500 · 2022

Bunnell Inc ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
45
Participants Small participant base
81st
Percentile by assets National rank
$559,007
Avg per participant High balance/head
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Official DOL plan name: Bunnell, Inc. Employee Stock Ownership Plan · Sponsored by Bunnell Inc · Utah · Manufacturing

$25M in assets, 45 participants

Bunnell Inc's Bunnell, Inc. Employee Stock Ownership Plan reported $25M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,931 in Manufacturing (20,602 peers)

Where Bunnell, Inc. Employee Stock Ownership Plan sits by assets

Bunnell, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $25M for 45 participants (~$559,007/participant), up 11.3% in 2022.

#14,931
in Manufacturing (20,602 peers)
+11.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,155,313 Top 19% higher than 81% of 139,123 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 2022

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

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bunnell, Inc. Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

DOL schedule card

Filing strip 870366387 · Bunnell Inc PY 2022 · ESOP

Bunnell, Inc. Employee Stock Ownership Plan · $25M · 45 · 81st

  • RANK $25M
  • RANK 45
  • RANK 81st
  • RANK ESOP
  • RANK near Internal Data Resources, Inc. Employee Stock Ownership Plan
  • RANK ind #14931

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 Utah →

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

Apmc Holdings, Inc. Employee Stock Ownership PlanApmc Holdings, Inc. Employee…$25MBunnell, Inc. Employee Stock Ownership PlanBunnell, Inc. Employee Stock…$25MInternal Data Resources, Inc. Employee Stock Ownership PlanInternal Data Resources, Inc…$25MReell Precision Manufacturing Corporation Restated Employee Stock Ownership PlanReell Precision Manufacturin…$25MX-Cel Tooling, Inc. Employee Stock Ownership PlanX-Cel Tooling, Inc. Employee…$25M
End-of-year total assets ($M) among Bunnell, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN870366387
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bunnell Inc)

Sponsor-wide plan assets over time

All Bunnell Inc plans reported in each filing year

Latest sponsor-wide plan assets
$39M 21.851878766127854% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $50.3M $39.3M ▼ -21.8%
Year Plans Participants Total Assets
2022 2 90 $50M
2023 1 50 $39M
2024 1 48 $39M

Nearby ESOP Plans in Utah

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

Bunnell, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. 0200400600800 20406080100120 Total assets ($M) Participants Bunnell, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.155313 · Participants: 45Bunnell, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 100.217205 · Participants: 33Fj Management Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 97.600451 · Participants: 492Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.504943 · Participants: 473Rocky Mountain Atv, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 60.628689 · Participants: 650Whitaker Construction Co., Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 32.233096 · Participants: 108Central Milling Employee Stock Ownership Plan and Trust
Bunnell, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Bunnell, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is Internal Data Resources, Inc. Employee Stock Ownership Plan in GA ($25M); by covered participants it is Richards Agency, Inc. Employee Stock Ownership Plan in WI (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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bunnell, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Bunnell, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.3% during 2022, from $23M to $25M. Reported net income was $3M.
How have Bunnell Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bunnell Inc's sponsor-wide assets declined 21.9%, from $50M to $39M.
Where does Bunnell, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bunnell, Inc. Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bunnell, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Internal Data Resources, Inc. Employee Stock Ownership Plan in GA ($25M, 206 participants).
Which ESOP plans cover a similar participant headcount to Bunnell, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Richards Agency, Inc. Employee Stock Ownership Plan in WI (45 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870366387.

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.