ESOP · DOL Form 5500 · 2022
Mulberry's Independent Home Services, Inc. ESOP
Data updated 2026-08-11
- $25M
- Total assets
- 1,716
- Participants
- 80th
- Percentile by assets
- $14,466
- Avg per participant
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.
- 80th percentile by assets (of 139,126 plans)
- #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.
- $25M
- total plan assets (2022 EOY)
- 1,716
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $14,466
- avg assets per participant
Participants vs West Virginia filers
In West Virginia, the average filing covers about 467 participants across 380 plans. Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan reports 1,716 participants - 3.7x that state average ($25M EOY assets).
West Virginia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $9M |
| Employer EIN | 834055917 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mulberry's Independent Home Services, Inc.)
| 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
- Triton Employee Stock Ownership Plan $63M · 60
- Port Amherst, Ltd. Employee Stock Ownership Plan $37M · 325
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan $27M · 158
- March-Westin Company, Inc. Employee Stock Ownership Plan $15M · 89
- Cgp Foods Inc. Employee Stock Ownership Plan $15M · 283
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in West Virginia. Compare plans
- Mulberry's Independent Home Services, Inc.'s sponsor-wide assets have grown 114.2% since 2022 across 3 plan years on file. More Other Services plans