ESOP · DOL Form 5500 · 2023

Bunnell Inc ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
50
Participants Small participant base
83rd
Percentile by assets National rank
$777,830
Avg per participant High balance/head
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Official DOL plan name: Bunnell, Inc. Employee Stock Ownership Plan · Sponsored by Bunnell Inc · Utah · Manufacturing

$39M in assets, 50 participants

Bunnell Inc's Bunnell, Inc. Employee Stock Ownership Plan reported $39M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,119 in Manufacturing (18,722 peers)

Where Bunnell, Inc. Employee Stock Ownership Plan sits by assets

Bunnell, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $39M for 50 participants (~$777,830/participant), up 54.6% in 2023.

#14,119
in Manufacturing (18,722 peers)
+54.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bunnell, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bunnell, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$38,891,495 Top 17% higher than 83% of 127,068 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 2023

Bunnell, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bunnell, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bunnell, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Bunnell, Inc. Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Bunnell, Inc. Employee Stock Ownership Plan reported participants rose from 45 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870366387 · Bunnell Inc PY 2023 · ESOP

Bunnell, Inc. Employee Stock Ownership Plan · $39M · 50 · 83rd

  • NET $39M
  • NET 50
  • NET 83rd
  • NET ESOP
  • NET near Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan
  • NET ind #14119

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 Utah →

Bunnell, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lockheed Martin Corporation Capital Accumulation Plan for Hourly EesLockheed Martin Corporation …$39MFolience, Inc. Employee Stock Ownership PlanFolience, Inc. Employee Stoc…$39MBunnell, Inc. Employee Stock Ownership PlanBunnell, Inc. Employee Stock…$39MKeller, Schroeder & Associates, Inc. Employee Stock Ownership PlanKeller, Schroeder & Associat…$39MMhs Lift Holdings, Inc. ESOP$39M
End-of-year total assets ($M) among Bunnell, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$39M
Net Income$14M
Employer EIN870366387
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bunnell Inc)

Sponsor-wide plan assets over time

All Bunnell Inc plans reported in each filing year

Latest sponsor-wide plan assets
$39M 21.851878766127854% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $50.3M $39.3M ▼ -21.8%
Year Plans Participants Total Assets
2022 2 90 $50M
2023 1 50 $39M
2024 1 48 $39M

Nearby ESOP Plans in Utah

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

Bunnell, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -2000200400600800 20406080100120140 Total assets ($M) Participants Bunnell, Inc. Employee Stock Ownership Plan, Total assets ($M): 38.891495 · Participants: 50Bunnell, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 121.038272 · Participants: 697Whitaker Construction Co., Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.243432 · Participants: 531Jacobsen Construction Company, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 104.049142 · Participants: 501Rocky Mountain Atv, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 102.977078 · Participants: 30Fj Management Inc. Employee Stock Ownership PlanCentral Milling Employee Stock Ownership Plan and Trust, Total assets ($M): 45.365384 · Participants: 111Central Milling Employee Stock Ownership Plan and Trust
Bunnell, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Bunnell, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bunnell, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN ($39M); by covered participants it is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bunnell, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bunnell, Inc. Employee Stock Ownership Plan surged - up 54.6% during 2023, from $25M to $39M. Reported net income was $14M.
How have Bunnell Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bunnell Inc's sponsor-wide assets declined 21.9%, from $50M to $39M.
Where does Bunnell, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bunnell, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bunnell, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN ($39M, 108 participants).
Which ESOP plans cover a similar participant headcount to Bunnell, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870366387.

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.