ESOP · DOL Form 5500 · 2022

Bush & Burchett, Inc. ESOP

Data updated 2026-08-11

$4M
Total assets
24
Participants
44th
Percentile by assets
$149,726
Avg per participant
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Official DOL plan name: Bush & Burchett, Inc. Employee Stock Ownership Plan · Sponsored by Bush & Burchett, Inc. · Kentucky · Construction

$4M in assets, 24 participants

Bush & Burchett, Inc.'s Bush & Burchett, Inc. Employee Stock Ownership Plan reported $4M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • 44th percentile by assets (of 139,126 plans)
  • #4,215 in Construction (9,927 peers)

What the 2022 filing shows

Bush & Burchett, Inc. Employee Stock Ownership Plan holds $4M for 24 participants - about $149,726 per participant, in the lower half of filed plans by assets.

$4M
total plan assets (2022 EOY)
24
covered participants
44th
percentile by assets (of 139,126 plans)
$149,726
avg assets per participant

The plan reported a net loss of $152K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Bush & Burchett, Inc. Employee Stock Ownership Plan sits by total assets

Bush & Burchett, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,593,421 44th percentile higher than 44% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Kentucky
Industry
Construction

ESOP filing for Bush & Burchett, Inc. Employee Stock Ownership Plan

ESOP filing for plan year 2022: EIN 610718956 ; effective since 1999-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$152K
Employer EIN610718956
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bush & Burchett, Inc.)

$3.4M$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.59M $3.78M ▲ +5.3%
Total plan assets by year, all Bush & Burchett, Inc. plans on file
Year Plans Participants Total Assets
2022 1 24 $4M
2023 1 22 $3M
2024 1 22 $4M

Nearby ESOP Plans in Kentucky

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

Bush & Burchett, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Bush & Burchett, Inc…, Total assets ($B): 0.003593421 · Participants: 24Bush & Burchett, Inc…Houchens Industries,…, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries,…Stock Yards Bank & T…, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & T…Gray, Inc. Employee …, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee …Interstate Personnel…, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel…H & R Agri-Power Emp…, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Emp…
Bush & Burchett, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Bush & Burchett, Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bush & Burchett, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Bush & Burchett, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Bush & Burchett, Inc. Employee Stock Ownership Plan edged up modestly - up 4.1% during 2022, from $3M to $4M. Reported net income was -$152K.
How have Bush & Burchett, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bush & Burchett, Inc.'s sponsor-wide assets grew 5.2%, from $4M to $4M.
Which ESOP plans are similar in size to Bush & Burchett, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R.G. Miller Engineers, Inc. Employee Stock Ownership Plan in TX ($4M, N/A participants).

Next read for Bush & Burchett, Inc. Employee Stock Own…

Filing takeaways

Ways to act on Bush & Burchett, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Bush & Burchett, Inc. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Kentucky. Compare plans
  • Bush & Burchett, Inc.'s sponsor-wide assets have grown 5.2% since 2022 across 3 plan years on file. More Construction plans

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 610718956.

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.