401(k)
2022 plan-year 401(k) DOL Form 5500

E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

E.D. BULLARD COMPANY

This 401(k) plan holds $29M in total assets and serves 286 participants as of 2022. It is sponsored by E.D. BULLARD COMPANY in Kentucky. The plan reported a net loss of $5M for the year.

Total Assets (2023)
$29M
Participants
286
State
Industry
Manufacturing

What the Filing Says About E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN

E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN is a 401(k) retirement plan sponsored by E.D. BULLARD COMPANY, headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 286 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 940348330, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2022 to $29M at year-end — a decline of 15.8%. Net assets (after liabilities) closed the year at $29M, with reported net income of $-5,438,544 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$-5,438,544
Plan Type401(k)
Employer EIN940348330
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E.D. BULLARD COMPANY)

Year Plans Participants Total Assets
2022 1 286 $29M
2023 1 275 $34M
2024 1 297 $37M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN?
As of the 2022 Form 5500 filing, E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN holds $29M in total assets with 286 participants. It is sponsored by E.D. BULLARD COMPANY.
What type of plan is E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN?
E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN is a 401(k) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 940348330.
Who sponsors the E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN?
E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN is sponsored by E.D. BULLARD COMPANY, located in Kentucky. The sponsor's EIN is 940348330 and the plan operates in the Manufacturing industry.
How did E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN perform in 2022?
E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN declined by 15.8% during 2022, moving from $34M to $29M in total assets. Net income was $-5,438,544.
Where can I find official filings for E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN?
Official Form 5500 filings for E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 940348330 or plan name at efast.dol.gov.
How does E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN compare to other plans?
You can compare E.D. BULLARD COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 940348330.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.