ESOP · DOL Form 5500 · 2023
Bulab Holdings, Inc. ESOP
Data updated 2026-08-11
- $75M
- Total assets
- 405
- Participants
- 89th
- Percentile by assets
- $184,795
- Avg per participant
Official DOL plan name: Bulab Employee Stock Ownership Plan · Sponsored by Bulab Holdings, Inc. · Tennessee · Manufacturing
$75M in assets, 405 participants
Bulab Holdings, Inc.'s Bulab Employee Stock Ownership Plan reported $75M in total assets and 405 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 127,072 plans)
- #15,719 in Manufacturing (18,722 peers)
Coverage in Tennessee
Bulab Employee Stock Ownership Plan covers 405 participants in Tennessee, about 36% of the average Tennessee filer (state average ~1,126 per filing). Assets: $75M.
- $75M
- total plan assets (2023 EOY)
- 405
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $184,795
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bulab Employee Stock Ownership Plan reported net income rose from -$10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Bulab Employee Stock Ownership Plan end-of-year assets rose from $66M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- Bulab Employee Stock Ownership Plan reported participants fell from 413 in the plan year 2022 filing to 405 in the plan year 2023 filing.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Bulab Employee Stock Ownership Plan reports 405 participants - about 36% of that state average ($75M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $9M |
| Employer EIN | 620438397 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING 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 ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bulab Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $221M · 190
- National Health Corp Leveraged Employee Stock Ownership Plan $144M · 1,470
- 3ls, Inc. Employee Stock Ownership Plan $134M · 424
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $99M · 483
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bulab Employee Stock Ownership Plan by total assets, not by location.
- Hall Contracting of Kentucky, Inc. Employee Stock Ownership Plan (KY) $75M · 160
- Guarantee Electrical Company Employees Stock Ownership Plan (MO) $75M · 153
- Ferrell Companies, Inc. Employee Stock Ownership Plan (MO) $75M · 3,453
- New England Wire Technologies Corp. Employee Stock Ownership Plan (NH) $75M · 471
Frequently Asked Questions
How did Bulab Employee Stock Ownership Plan assets move in 2023? ▼
How have Bulab Holdings, Inc. plan assets changed over time? ▼
Where does Bulab Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Bulab Employee Stock Ownership Plan? ▼
Next read for Bulab Employee Stock Ownership Plan
Filing takeaways
Ways to act on Bulab Employee Stock Ownership Plan's numbers.
- By total assets, Bulab 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 Tennessee. Compare plans
- Bulab Holdings, Inc.'s sponsor-wide assets have grown 12.5% since 2022 across 3 plan years on file. More Manufacturing plans