ESOP · DOL Form 5500 · 2023

Builtwell Bancorp, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
287
Participants Below avg headcount
70th
Percentile by assets National rank
$61,287
Avg per participant Low balance/head
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Official DOL plan name: Builtwell Bancorp, Inc. Employee Stock Ownership Plan · Sponsored by Builtwell Bancorp, Inc. · Tennessee · Finance & Insurance

$18M in assets, 287 participants

Builtwell Bancorp, Inc.'s Builtwell Bancorp, Inc. Employee Stock Ownership Plan reported $18M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,984 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Builtwell Bancorp, Inc. Employee Stock Ownership Plan covers 287 participants in Tennessee, about 25% of the average Tennessee filer (state average ~1,126 per filing). Assets: $18M.

#4,984
in Finance & Insurance (8,869 peers)
+20.5%
assets growth YoY

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

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

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

$17,589,482 Top 30% higher than 70% 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

Builtwell Bancorp, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Builtwell Bancorp, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Builtwell Bancorp, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Builtwell Bancorp, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Builtwell Bancorp, Inc. Employee Stock Ownership Plan reported participants rose from 282 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621104098 · Builtwell Bancorp, Inc. PY 2023 · ESOP

Builtwell Bancorp, Inc. Employee Stock Ownership Plan · $18M · 287 · 70th

  • SCH $18M
  • EBSA 287
  • PART 70th
  • TYPE ESOP
  • NET near Spaulding Brick Employee Stock Ownership Plan
  • BOOK ind #4984

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 →

Builtwell Bancorp, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Elliott Machine Shop, Inc. Employee Stock Ownership PlanElliott Machine Shop, Inc. E…$18MRoy's Holding's, Inc. Employee Stock Ownership PlanRoy's Holding's, Inc. Employ…$18MBuiltwell Bancorp, Inc. Employee Stock Ownership PlanBuiltwell Bancorp, Inc. Empl…$18MSpaulding Brick Employee Stock Ownership PlanSpaulding Brick Employee Sto…$18MBrazos Paving, Inc. Employee Stock Ownership PlanBrazos Paving, Inc. Employee…$18M
End-of-year total assets ($M) among Builtwell Bancorp, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN621104098
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Builtwell Bancorp, Inc.)

Sponsor-wide plan assets over time

All Builtwell Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 42.07824443428062% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.8M $43.8M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 561 $31M
2023 2 555 $37M
2024 2 566 $44M

Nearby ESOP Plans in Tennessee

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

Builtwell Bancorp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Builtwell Bancorp, Inc. Employee Stock Ownership Plan, Total assets ($M): 17.589482 · Participants: 287Builtwell Bancorp, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Builtwell Bancorp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Builtwell Bancorp, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Spaulding Brick Employee Stock Ownership Plan in MA ($18M); by covered participants it is Marquette Bank Employee Stock Ownership Plan in IL (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Builtwell Bancorp, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Builtwell Bancorp, Inc. Employee Stock Ownership Plan grew sharply - up 20.5% during 2023, from $15M to $18M. Reported net income was $3M.
How have Builtwell Bancorp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Builtwell Bancorp, Inc.'s sponsor-wide assets grew 42.1%, from $31M to $44M.
Which ESOP plans are similar in size to Builtwell Bancorp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Spaulding Brick Employee Stock Ownership Plan in MA ($18M, 33 participants).
Which ESOP plans cover a similar participant headcount to Builtwell Bancorp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Marquette Bank Employee Stock Ownership Plan in IL (287 participants, $8M 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 621104098.

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.