ESOP · DOL Form 5500 · 2023

Mulberry's Independent Home Services, Inc. ESOP

Data updated 2026-08-11

$37M
Total assets
1,687
Participants
82nd
Percentile by assets
$21,802
Avg per participant
PlainRetire home → About this data

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.

  • 82nd percentile by assets (of 127,072 plans)
  • #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.

$37M
total plan assets (2023 EOY)
1,687
covered participants
82nd
percentile by assets (of 127,072 plans)
$21,802
avg assets per participant

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.

See the national 2022→2023 release diff →

State
West Virginia
Industry
Other Services

Participants vs West Virginia filers

In West Virginia, the average filing covers about 467 participants across 380 plans. Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan reports 1,687 participants - 3.6x that state average ($37M EOY assets).

West Virginia filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$18M
Net Income$13M
Employer EIN834055917
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mulberry's Independent Home Services, Inc.)

$20M$30M$40M$50M$60M 202220232024 $24.8M $53.2M ▲ +114.2%
Total plan assets by year, all Mulberry's Independent Home Services, Inc. plans on file
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.

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Mulberry's Independe…Triton Employee Stoc…Port Amherst, Ltd. E…Weirton Geriatric Ce…Cgp Foods Inc. Emplo…Summit Financial Gro…
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Mulberry's Independent Home Services, In… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan surged - up 48.2% during 2023, from $25M to $37M. Reported net income was $13M.
How have Mulberry's Independent Home Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mulberry's Independent Home Services, Inc.'s sponsor-wide assets grew 114.2%, from $25M to $53M.
Where does Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan ranks in the 82nd 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 Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cornerstone Holdings, Inc. Employee Stock Ownership Plan and Trust in AK ($37M, 37 participants).

Next read for Mulberry's Independent Home Services, In…

Filing takeaways

Ways to act on Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Mulberry's Independent Home Services, Inc. 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 West Virginia. Compare plans
  • Mulberry's Independent Home Services, Inc.'s sponsor-wide assets have grown 114.2% since 2022 across 3 plan years on file. More Other Services plans

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 834055917.

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.