ESOP · DOL Form 5500 · 2023
Mulberry's Independent Home Services, Inc. ESOP
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 1,687
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $21,802
- Avg per participant Low balance/head
Official DOL plan name: Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan · Sponsored by Mulberry's Independent Home Services, Inc. · West Virginia · Other Services
$37M in assets, 1,687 participants
Mulberry's Independent Home Services, Inc.'s Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan reported $37M in total assets and 1,687 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,186 in Other Services (7,857 peers)
Coverage in West Virginia
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan covers 1,687 participants in West Virginia, 3.6x the typical West Virginia plan (state average ~467 per filing). Assets: $37M.
- #7,186
- in Other Services (7,857 peers)
- +48.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan's outsized position by total assets
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,780,000 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan lands in the large band (1,687 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan reported net income rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan reported participants fell from 1,716 in the plan year 2022 filing to 1,687 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 834055917 · Mulberry's Independent Home Services, Inc. PY 2023 · ESOP
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan · $37M · 1,687 · 82nd
- PART $37M
- PART 1,687
- PART 82nd
- PART ESOP
- PART near Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust
- PART ind #7186
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 West Virginia →
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $13M |
| Employer EIN | 834055917 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mulberry's Independent Home Services, Inc.)
Sponsor-wide plan assets over time
All Mulberry's Independent Home Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 114.1686927658781% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,716 | $25M |
| 2023 | 1 | 1,687 | $37M |
| 2024 | 1 | 1,687 | $53M |
Nearby ESOP Plans in West Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Triton Employee Stock Ownership Plan $82M · 61
- Port Amherst, Ltd. Employee Stock Ownership Plan $43M · 325
- Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan $29M · 137
- Cgp Foods Inc. Employee Stock Ownership Plan $21M · 282
- Summit Financial Group, Inc. Employee Stock Ownership Plan $19M · 369
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside West Virginia, the nearest ESOP by assets is Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust in AK ($37M); by covered participants it is Mypath Employee Stock Ownership Plan in WI (1,696 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust (AK) $37M · 37
- General Engineering Co. of Virginia Employee Stock Ownership Plan and Trust (VA) $37M · 170
- Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust (AL) $37M · 194
- Thouvenot, Wade, Moerchen, Inc. Employee Stock Ownership Plan (IL) $37M · 101
Similar participant headcount
Nearest other-state filings by covered participants (1,687 participants); asset peers above are excluded.
- Mypath Employee Stock Ownership Plan (WI) 1,696 · 9 off
- Rosendin Electric, Inc. Employee Stock Ownership Plan (CA) 1,700 · 13 off
- Williams Brothers Construction Co, Inc Profit Sharing & Stock Ownership Plan (TX) 1,701 · 14 off
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan (NY) 1,704 · 17 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.