ESOP · DOL Form 5500 · 2023

Bush & Burchett, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
22
Participants Small participant base
38th
Percentile by assets National rank
$158,904
Avg per participant Above avg balance/head
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Official DOL plan name: Bush & Burchett, Inc. Employee Stock Ownership Plan · Sponsored by Bush & Burchett, Inc. · Kentucky · Construction

$3M in assets, 22 participants

Bush & Burchett, Inc.'s Bush & Burchett, Inc. Employee Stock Ownership Plan reported $3M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,256 in Construction (9,030 peers)

What the 2023 filing shows

Bush & Burchett, Inc. Employee Stock Ownership Plan holds $3M for 22 participants - about $158,904 per participant, in the lower half of filed plans by assets.

#3,256
in Construction (9,030 peers)
-2.7%
assets change YoY

Bush & Burchett, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Bush & Burchett, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,495,880 38th percentile higher than 38% 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

Bush & Burchett, 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. Bush & Burchett, Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bush & Burchett, Inc. Employee Stock Ownership Plan reported net income rose from -$152K in the plan year 2022 filing to $207K in the plan year 2023 filing.
  • Bush & Burchett, Inc. Employee Stock Ownership Plan reported participants fell from 24 in the plan year 2022 filing to 22 in the plan year 2023 filing.
  • Bush & Burchett, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610718956 · Bush & Burchett, Inc. PY 2023 · ESOP

Bush & Burchett, Inc. Employee Stock Ownership Plan · $3M · 22 · 38th

  • TYPE $3M
  • TYPE 22
  • TYPE 38th
  • TYPE ESOP
  • TYPE near Rbs Employee Stock Ownership Plan
  • TYPE ind #3256

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 Kentucky →

Bush & Burchett, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bush & Burchett, Inc. Employee Stock Ownership PlanBush & Burchett, Inc. Employ…$3MRbs Employee Stock Ownership PlanRbs Employee Stock Ownership…$3MAmerican Reading Company, Inc. Employee Stock Ownership PlanAmerican Reading Company, In…$4MSpec Employee Stock Ownership PlanSpec Employee Stock Ownershi…$4MHigh Country Bancorp, Inc. Employee Stock Ownership PlanHigh Country Bancorp, Inc. E…$4M
End-of-year total assets ($M) among Bush & Burchett, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income$207K
Employer EIN610718956
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bush & Burchett, Inc.)

Sponsor-wide plan assets over time

All Bush & Burchett, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.157926109965963% vs 2022
2024 filing year
$3.4M$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.59M $3.78M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 24 $4M
2023 1 22 $3M
2024 1 22 $4M

Nearby ESOP Plans in Kentucky

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

Bush & Burchett, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Bush & Burchett, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00349588 · Participants: 22Bush & Burchett, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Bush & Burchett, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Bush & Burchett, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Rbs Employee Stock Ownership Plan in TN ($3M); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Bush & Burchett, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Bush & Burchett, Inc. Employee Stock Ownership Plan edged down modestly - down 2.7% during 2023, from $4M to $3M. Reported net income was $207K.
How have Bush & Burchett, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bush & Burchett, Inc.'s sponsor-wide assets grew 5.2%, from $4M to $4M.
Which ESOP plans are similar in size to Bush & Burchett, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rbs Employee Stock Ownership Plan in TN ($3M, 133 participants).
Which ESOP plans cover a similar participant headcount to Bush & Burchett, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants, N/A 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 610718956.

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.