ESOP · DOL Form 5500 · 2022

Mulberry's Independent Home Services, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Small plan by assets
1,716
Participants Near avg headcount
80th
Percentile by assets National rank
$14,466
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan · Sponsored by Mulberry's Independent Home Services, Inc. · West Virginia · Other Services

$25M in assets, 1,716 participants

Mulberry's Independent Home Services, Inc.'s Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan reported $25M in total assets and 1,716 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,540 in Other Services (8,398 peers)

Coverage in West Virginia

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan covers 1,716 participants in West Virginia, 3.7x the typical West Virginia plan (state average ~467 per filing). Assets: $25M.

#7,540
in Other Services (8,398 peers)
+55.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$24,823,151 Top 20% higher than 80% 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

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan lands in the large band (1,716 participants).

Form 5500 schedule snapshot

Filing strip 834055917 · Mulberry's Independent Home Services, Inc. PY 2022 · ESOP

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan · $25M · 1,716 · 80th

  • SCH $25M
  • SCH 1,716
  • SCH 80th
  • SCH ESOP
  • SCH near Beemac, Inc. Employee Stock Ownership Plan
  • SCH ind #7540

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 West Virginia →

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

First State Bancorp of Monticello, Inc. ESOPFirst State Bancorp of Monti…$25MEast Coast Drilling and Blasting, Inc. Employee Stock Ownership PlanEast Coast Drilling and Blas…$25MS. Rothschild & Co., Inc. Employee Stock Ownership PlanS. Rothschild & Co., Inc. Em…$25MMulberry's Independent Home Services, Inc. Employee Stock Ownership PlanMulberry's Independent Home …$25MBeemac, Inc. Employee Stock Ownership PlanBeemac, Inc. Employee Stock …$25M
End-of-year total assets ($M) among Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

West Virginia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$5M
Net Income$9M
Employer EIN834055917
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mulberry's Independent Home Services, Inc.)

Sponsor-wide plan assets over time

All Mulberry's Independent Home Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 114.1686927658781% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $24.8M $53.2M ▲ +114.2%
Year Plans Participants Total Assets
2022 1 1,716 $25M
2023 1 1,687 $37M
2024 1 1,687 $53M

Nearby ESOP Plans in West Virginia

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

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080 Total assets ($M) Participants Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 24.823151 · Participants: 1716Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 62.954773 · Participants: 60Triton Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 36.993299 · Participants: 325Port Amherst, Ltd. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 26.703168 · Participants: 158Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanMarch-Westin Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.297112 · Participants: 89March-Westin Company, Inc. Employee Stock Ownership PlanCgp Foods Inc. Employee Stock Ownership Plan, Total assets ($M): 14.95495 · Participants: 283Cgp Foods Inc. Employee Stock Ownership Plan
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside West Virginia, the nearest ESOP by assets is Beemac, Inc. Employee Stock Ownership Plan in PA ($25M); by covered participants it is Williams Brothers Construction Co, Inc Profit Sharing & Stock Ownership Plan in TX (1,713 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,716 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 Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan surged - up 55.1% during 2022, from $16M to $25M. Reported net income was $9M.
How have Mulberry's Independent Home Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mulberry's Independent Home Services, Inc.'s sponsor-wide assets grew 114.2%, from $25M to $53M.
Where does Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Beemac, Inc. Employee Stock Ownership Plan in PA ($25M, 72 participants).
Which ESOP plans cover a similar participant headcount to Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Williams Brothers Construction Co, Inc Profit Sharing & Stock Ownership Plan in TX (1,713 participants, $148M 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 834055917.

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.