ESOP · DOL Form 5500 · 2023

Bulab Holdings, Inc. ESOP

Data updated 2026-08-25

$75M
Total assets Below avg plan size
405
Participants Below avg headcount
89th
Percentile by assets National rank
$184,795
Avg per participant Above avg balance/head
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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.

  • #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.

#15,719
in Manufacturing (18,722 peers)
+13.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bulab Employee Stock Ownership Plan's outsized position by total assets

Bulab Employee Stock Ownership Plan vs every filed plan by assets

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

$74,842,018 Top 11% higher than 89% 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

Bulab 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. Bulab Employee Stock Ownership Plan sits mid-pack in the medium band (405 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620438397 · Bulab Holdings, Inc. PY 2023 · ESOP

Bulab Employee Stock Ownership Plan · $75M · 405 · 89th

  • RANK $75M
  • RANK 405
  • RANK 89th
  • RANK ESOP
  • RANK near Hall Contracting of Kentucky, Inc. Employee Stock Ownership Plan
  • RANK ind #15719

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 →

Bulab Employee Stock Ownership Plan in the asset neighbourhood

Guarantee Electrical Company Employees Stock Ownership PlanGuarantee Electrical Company…$75MBulab Employee Stock Ownership PlanBulab Employee Stock Ownersh…$75MHall Contracting of Kentucky, Inc. Employee Stock Ownership PlanHall Contracting of Kentucky…$75MFerrell Companies, Inc. Employee Stock Ownership PlanFerrell Companies, Inc. Empl…$75MNew England Wire Technologies Corp. Employee Stock Ownership PlanNew England Wire Technologie…$75M
End-of-year total assets ($M) among Bulab Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$75M
Net Income$9M
Employer EIN620438397
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bulab Holdings, Inc.)

Sponsor-wide plan assets over time

All Bulab Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$261M 12.528266012908897% vs 2022
2024 filing year
$220M$230M$240M$250M$260M$270M 202220232024 $232M $261M ▲ +12.5%
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 Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Bulab Employee Stock Ownership Plan, Total assets ($M): 74.842018 · Participants: 405Bulab 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
Bulab Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Bulab Employee Stock Ownership Plan side-by-side with 3 peers →

Bulab Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Hall Contracting of Kentucky, Inc. Employee Stock Ownership Plan in KY ($75M); by covered participants it is Chesmar Group, Inc. Employee Stock Ownership Plan in TX (405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (405 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 Bulab Employee Stock Ownership Plan assets move in 2023? ▼
Bulab Employee Stock Ownership Plan grew at a solid clip - up 13.0% during 2023, from $66M to $75M. Reported net income was $9M.
How have Bulab Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bulab Holdings, Inc.'s sponsor-wide assets grew 12.5%, from $232M to $261M.
Where does Bulab Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bulab Employee Stock Ownership Plan ranks in the 89th 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 Bulab Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hall Contracting of Kentucky, Inc. Employee Stock Ownership Plan in KY ($75M, 160 participants).
Which ESOP plans cover a similar participant headcount to Bulab Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chesmar Group, Inc. Employee Stock Ownership Plan in TX (405 participants, $31M 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 620438397.

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.