ESOP · DOL Form 5500 · 2022
Bunnell Inc ESOP
Data updated 2026-08-11
- $25M
- Total assets
- 45
- Participants
- 81st
- Percentile by assets
- $559,007
- Avg per participant
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.
- 81st percentile by assets (of 139,126 plans)
- #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.
- $25M
- total plan assets (2022 EOY)
- 45
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $559,007
- avg assets per participant
Bunnell, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Bunnell, Inc. Employee Stock Ownership Plan outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 870366387 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bunnell Inc)
| 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
- Fj Management Inc. Employee Stock Ownership Plan $100M · 33
- Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $98M · 492
- Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $79M · 473
- Whitaker Construction Co., Inc. Employee Stock Ownership Plan $61M · 650
- Central Milling Employee Stock Ownership Plan and Trust $32M · 108
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bunnell, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Internal Data Resources, Inc. Employee Stock Ownership Plan (GA) $25M · 206
- Apmc Holdings, Inc. Employee Stock Ownership Plan (IN) $25M · 97
- Reell Precision Manufacturing Corporation Restated Employee Stock Ownership Plan (MN) $25M · 117
- X-Cel Tooling, Inc. Employee Stock Ownership Plan (WI) $25M · 48
Frequently Asked Questions
How did Bunnell, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
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Where does Bunnell, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Bunnell, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Bunnell, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Utah. Compare plans
- Bunnell Inc's sponsor-wide assets have declined 21.9% since 2022 across 3 plan years on file. More Manufacturing plans