401(k)
2023 plan-year 401(k) DOL Form 5500

BULAB PROFIT SHARING AND 401(K) PLAN

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

BULAB HOLDINGS, INC.

This 401(k) plan holds $184M in total assets and serves 497 participants as of 2023. It is sponsored by BULAB HOLDINGS, INC. in Tennessee. The plan reported positive net income of $18M for the year.

Total Assets (2023)
$184M
Participants
497
State
Industry
Manufacturing

What the Filing Says About BULAB PROFIT SHARING AND 401(K) PLAN

BULAB PROFIT SHARING AND 401(K) PLAN is a 401(k) retirement plan sponsored by BULAB HOLDINGS, INC., headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $184M in total end-of-year assets and covers 497 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 620438397, and the plan has been effective since 1953-12-14. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $166M at the beginning of 2023 to $184M at year-end — a gain of 10.9%. Net assets (after liabilities) closed the year at $184M, with reported net income of $18M 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)$166M
Total Assets (End of Year)$184M
Net Assets (End of Year)$184M
Net Income$18M
Plan Type401(k)
Employer EIN620438397
Plan Effective Date1953-12-14
Filing StatusFILING RECEIVED

Sponsor Plan History (BULAB HOLDINGS, INC.)

Year Plans Participants Total Assets
2022 2 925 $232M
2023 2 902 $259M
2024 2 822 $261M

Nearby 401(k) Plans in Tennessee

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

Frequently Asked Questions

How much money is in the BULAB PROFIT SHARING AND 401(K) PLAN?
As of the 2023 Form 5500 filing, BULAB PROFIT SHARING AND 401(K) PLAN holds $184M in total assets with 497 participants. It is sponsored by BULAB HOLDINGS, INC..
What type of plan is BULAB PROFIT SHARING AND 401(K) PLAN?
BULAB PROFIT SHARING AND 401(K) PLAN is a 401(k) plan. It has been effective since 1953-12-14. The plan is filed with the U.S. Department of Labor under EIN 620438397.
Who sponsors the BULAB PROFIT SHARING AND 401(K) PLAN?
BULAB PROFIT SHARING AND 401(K) PLAN is sponsored by BULAB HOLDINGS, INC., located in Tennessee. The sponsor's EIN is 620438397 and the plan operates in the Manufacturing industry.
How did BULAB PROFIT SHARING AND 401(K) PLAN perform in 2023?
BULAB PROFIT SHARING AND 401(K) PLAN grew by 10.9% during 2023, moving from $166M to $184M in total assets. Net income was $18M.
Where can I find official filings for BULAB PROFIT SHARING AND 401(K) PLAN?
Official Form 5500 filings for BULAB PROFIT SHARING AND 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620438397 or plan name at efast.dol.gov.
How does BULAB PROFIT SHARING AND 401(K) PLAN compare to other plans?
You can compare BULAB PROFIT SHARING AND 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Tennessee 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 620438397.

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.