ESOP · DOL Form 5500 · 2022

Builtwell Bancorp, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
282
Participants Below avg headcount
72nd
Percentile by assets National rank
$51,742
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First Volunteer Corporation Employee Stock Ownership Plan · Sponsored by Builtwell Bancorp, Inc. · Tennessee · Finance & Insurance

$15M in assets, 282 participants

Builtwell Bancorp, Inc.'s First Volunteer Corporation Employee Stock Ownership Plan reported $15M in total assets and 282 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,261 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

First Volunteer Corporation Employee Stock Ownership Plan covers 282 participants in Tennessee, about 25% of the average Tennessee filer (state average ~1,126 per filing). Assets: $15M.

#5,261
in Finance & Insurance (9,261 peers)
+16.3%
assets growth YoY

First Volunteer Corporation Employee Stock Ownership Plan's outsized position by total assets

First Volunteer Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$14,591,242 Top 28% higher than 72% 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

First Volunteer Corporation Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Volunteer Corporation Employee Stock Ownership Plan sits mid-pack in the medium band (282 participants).

DOL schedule card

Filing strip 621104098 · Builtwell Bancorp, Inc. PY 2022 · ESOP

First Volunteer Corporation Employee Stock Ownership Plan · $15M · 282 · 72nd

  • ASSETS $15M
  • ASSETS 282
  • ASSETS 72nd
  • ASSETS ESOP
  • ASSETS near Daigle Oil Company Employee Stock Ownership Plan
  • ASSETS ind #5261

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 Tennessee →

First Volunteer Corporation Employee Stock Ownership Plan in the asset neighbourhood

Assay Technology, Inc. Employee Stock Ownership Pl anAssay Technology, Inc. Emplo…$15MDaigle Oil Company Employee Stock Ownership PlanDaigle Oil Company Employee …$15MFirst Volunteer Corporation Employee Stock Ownership PlanFirst Volunteer Corporation …$15MDiversified Plastics, Inc. Employee Stock Ownership Plan and TrustDiversified Plastics, Inc. E…$15MSallop Insurance Employee Stock Ownership PlanSallop Insurance Employee St…$15M
End-of-year total assets ($M) among First Volunteer Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN621104098
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Builtwell Bancorp, Inc.)

Sponsor-wide plan assets over time

All Builtwell Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 42.07824443428062% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.8M $43.8M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 561 $31M
2023 2 555 $37M
2024 2 566 $44M

Nearby ESOP Plans in Tennessee

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

First Volunteer Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -1000100200300400500 Total assets ($M) Participants First Volunteer Corporation Employee Stock Ownership Plan, Total assets ($M): 14.591242 · Participants: 282First Volunteer Corporation Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership Plan
First Volunteer Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare First Volunteer Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

First Volunteer Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Daigle Oil Company Employee Stock Ownership Plan in ME ($15M); by covered participants it is Larson Design Group Employee Stock Ownership Plan in PA (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 First Volunteer Corporation Employee Stock Ownership Plan assets move in 2022? ▼
First Volunteer Corporation Employee Stock Ownership Plan grew sharply - up 16.3% during 2022, from $13M to $15M. Reported net income was $2M.
How have Builtwell Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Builtwell Bancorp, Inc.'s sponsor-wide assets grew 42.1%, from $31M to $44M.
Which ESOP plans are similar in size to First Volunteer Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Daigle Oil Company Employee Stock Ownership Plan in ME ($15M, 117 participants).
Which ESOP plans cover a similar participant headcount to First Volunteer Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Larson Design Group Employee Stock Ownership Plan in PA (282 participants, $27M 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 621104098.

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.