ESOP · DOL Form 5500 · 2022

Builtwell Bancorp, Inc. ESOP

Data updated 2026-08-11

$15M
Total assets
282
Participants
72nd
Percentile by assets
$51,742
Avg per participant
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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.

  • 72nd percentile by assets (of 139,126 plans)
  • #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.

$15M
total plan assets (2022 EOY)
282
covered participants
72nd
percentile by assets (of 139,126 plans)
$51,742
avg assets per participant

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. First Volunteer Corporation Employee Stock Ownership Plan reports 282 participants - about 25% of that state average ($15M EOY assets).

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.)

$25M$30M$35M$40M$45M$50M 202220232024 $30.8M $43.8M ▲ +42.1%
Total plan assets by year, all Builtwell Bancorp, Inc. plans on file
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

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 Corp…Barr Brands Internat…Zander Group Holding…3ls, Inc. Employee S…Paladin Capital, Inc…Churchill Holdings, …
First Volunteer Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to First Volunteer Corporation Employee Stock Ownership Plan by total assets, not by location.

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).

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Filing takeaways

Ways to act on First Volunteer Corporation Employee Stock Ownership Plan's numbers.