ESOP · DOL Form 5500 · 2022

Bulab Holdings, Inc. ESOP

Data updated 2026-08-25

$66M
Total assets Below avg plan size
413
Participants Below avg headcount
90th
Percentile by assets National rank
$160,378
Avg per participant Above avg balance/head
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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.

  • #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.

#17,588
in Manufacturing (20,602 peers)
-13.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Bulab Employee Stock Ownership Plan's outsized position by total assets

Bulab Employee Stock Ownership Plan vs every filed plan by assets

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

$66,236,213 Top 10% higher than 90% 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

Bulab 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. Bulab Employee Stock Ownership Plan sits mid-pack in the medium band (413 participants).

Form 5500 schedule snapshot

Filing strip 620438397 · Bulab Holdings, Inc. PY 2022 · ESOP

Bulab Employee Stock Ownership Plan · $66M · 413 · 90th

  • PART $66M
  • TYPE 413
  • NET 90th
  • BOOK ESOP
  • VS-ST near Robin Industries, Inc. Employee Stock Ownership Plan
  • BOY ind #17588

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 →

Bulab Employee Stock Ownership Plan in the asset neighbourhood

Hargrove Holding Company, Inc. Teammate Stock Ownership PlanHargrove Holding Company, In…$66MAmerican Pacific Mortgage Corporation Employee Stock Ownership PlanAmerican Pacific Mortgage Co…$66MRobin Industries, Inc. Employee Stock Ownership PlanRobin Industries, Inc. Emplo…$66MBulab Employee Stock Ownership PlanBulab Employee Stock Ownersh…$66MM.a. Ford Mfg. Co., Inc. Employee Stock Ownership PlanM.a. Ford Mfg. Co., Inc. Emp…$66M
End-of-year total assets ($M) among Bulab Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$66M
Net Income-$10M
Employer EIN620438397
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bulab Holdings, Inc.)

Sponsor-wide plan assets over time

All Bulab Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$261M 12.528266012908897% vs 2022
2024 filing year
$220M$230M$240M$250M$260M$270M 202220232024 $232M $261M ▲ +12.5%
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 Scatter plot of 6 data points. 01000200030004000 0100200300400500 Total assets ($M) Participants Bulab Employee Stock Ownership Plan, Total assets ($M): 66.236213 · Participants: 413Bulab 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
Bulab Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Bulab Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Robin Industries, Inc. Employee Stock Ownership Plan in OH ($66M); by covered participants it is Brewer Science Employee Stock Ownership Plan in MO (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Bulab Employee Stock Ownership Plan assets move in 2022? ▼
Bulab Employee Stock Ownership Plan pulled back noticeably - down 13.3% during 2022, from $76M to $66M. Reported net income was -$10M.
How have Bulab Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bulab Holdings, Inc.'s sponsor-wide assets grew 12.5%, from $232M to $261M.
Where does Bulab Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bulab Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Bulab Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Robin Industries, Inc. Employee Stock Ownership Plan in OH ($66M, 368 participants).
Which ESOP plans cover a similar participant headcount to Bulab Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Brewer Science Employee Stock Ownership Plan in MO (413 participants, $22M 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 620438397.

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.