ESOP · DOL Form 5500 · 2022
Bulab Holdings, Inc. ESOP
Data updated 2026-08-11
- $66M
- Total assets
- 413
- Participants
- 90th
- Percentile by assets
- $160,378
- Avg per participant
Official DOL plan name: Bulab Employee Stock Ownership Plan · Sponsored by Bulab Holdings, Inc. · Tennessee · Manufacturing
$66M in assets, 413 participants
Bulab Holdings, Inc.'s Bulab Employee Stock Ownership Plan reported $66M in total assets and 413 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 139,126 plans)
- #17,588 in Manufacturing (20,602 peers)
Coverage in Tennessee
Bulab Employee Stock Ownership Plan covers 413 participants in Tennessee, about 37% of the average Tennessee filer (state average ~1,126 per filing). Assets: $66M.
- $66M
- total plan assets (2022 EOY)
- 413
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $160,378
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Bulab Employee Stock Ownership Plan reports 413 participants - about 37% of that state average ($66M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | -$10M |
| Employer EIN | 620438397 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bulab Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 925 | $232M |
| 2023 | 2 | 902 | $259M |
| 2024 | 2 | 822 | $261M |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bulab Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $449M · 312
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $200M · 184
- 3ls, Inc. Employee Stock Ownership Plan $118M · 505
- Paladin Capital, Inc. ESOP $99M · 3,771
- Churchill Holdings, Inc. Employee Stock Ownership Plan $93M · 512
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bulab Employee Stock Ownership Plan by total assets, not by location.
- Robin Industries, Inc. Employee Stock Ownership Plan (OH) $66M · 368
- American Pacific Mortgage Corporation Employee Stock Ownership Plan (CA) $66M · 2,157
- Hargrove Holding Company, Inc. Teammate Stock Ownership Plan (AL) $66M · 1,571
- M.a. Ford Mfg. Co., Inc. Employee Stock Ownership Plan (IA) $66M · 230
Frequently Asked Questions
How did Bulab Employee Stock Ownership Plan assets move in 2022? ▼
How have Bulab Holdings, Inc. plan assets changed over time? ▼
Where does Bulab Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Bulab Employee Stock Ownership Plan? ▼
Next read for Bulab Employee Stock Ownership Plan
Filing takeaways
Ways to act on Bulab Employee Stock Ownership Plan's numbers.
- By total assets, Bulab Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
- Bulab Holdings, Inc.'s sponsor-wide assets have grown 12.5% since 2022 across 3 plan years on file. More Manufacturing plans