ESOP · DOL Form 5500 · 2022

Bush & Burchett, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
24
Participants Small participant base
44th
Percentile by assets National rank
$149,726
Avg per participant Above avg balance/head
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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.

  • #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.

#4,215
in Construction (9,927 peers)
+4.1%
assets growth YoY

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.

Bush & Burchett, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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 $2,050,000,000 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

Bush & Burchett, 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. Bush & Burchett, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 610718956 · Bush & Burchett, Inc. PY 2022 · ESOP

Bush & Burchett, Inc. Employee Stock Ownership Plan · $4M · 24 · 44th

  • RANK $4M
  • PHOTO 24
  • IND 44th
  • EOY ESOP
  • 5500 near R.G. Miller Engineers, Inc. Employee Stock Ownership Plan
  • ASSETS ind #4215

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 Kentucky →

Bush & Burchett, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Marc USA, Inc. Employee Stock Ownership PlanMarc USA, Inc. Employee Stoc…$4MBush & Burchett, Inc. Employee Stock Ownership PlanBush & Burchett, Inc. Employ…$4MR.G. Miller Engineers, Inc. Employee Stock Ownership PlanR.G. Miller Engineers, Inc. …$4MNickerson & O'day, Inc. Employee Stock Ownership PlanNickerson & O'day, Inc. Empl…$4MProgressive Flooring Services, Inc. Employee Stock Ownership PlanProgressive Flooring Service…$4M
End-of-year total assets ($M) among Bush & Burchett, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Bush & Burchett, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.157926109965963% vs 2022
2024 filing year
$3.4M$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.59M $3.78M ▲ +5.3%
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 ($B) Participants Bush & Burchett, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003593421 · Participants: 24Bush & Burchett, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Bush & Burchett, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Bush & Burchett, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is R.G. Miller Engineers, Inc. Employee Stock Ownership Plan in TX ($4M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 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).
Which ESOP plans cover a similar participant headcount to Bush & Burchett, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (24 participants, $279K 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 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.