ESOP · DOL Form 5500 · 2024

Bunnell, Inc. ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
48
Participants Small participant base
81st
Percentile by assets National rank
$819,100
Avg per participant High balance/head
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Official DOL plan name: Bunnell, Inc. Employee Stock Ownership Plan · Sponsored by Bunnell, Inc. · Utah · Manufacturing

$39M in assets, 48 participants

Bunnell, Inc.'s Bunnell, Inc. Employee Stock Ownership Plan reported $39M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,097 in Manufacturing (17,777 peers)

Where Bunnell, Inc. Employee Stock Ownership Plan sits by assets

Bunnell, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $39M for 48 participants (~$819,100/participant), up 1.1% in 2024.

#13,097
in Manufacturing (17,777 peers)
+1.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bunnell, Inc. Employee Stock Ownership Plan's outsized position by total assets

Bunnell, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$39,316,809 Top 19% higher than 81% of 123,620 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 2024

Bunnell, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bunnell, Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bunnell, Inc. Employee Stock Ownership Plan reported net income fell from $14M in the plan year 2023 filing to $425K in the plan year 2024 filing.
  • Bunnell, Inc. Employee Stock Ownership Plan reported participants fell from 50 in the plan year 2023 filing to 48 in the plan year 2024 filing.
  • Bunnell, Inc. Employee Stock Ownership Plan end-of-year assets rose from $39M in the plan year 2023 filing to $39M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870366387 · Bunnell, Inc. PY 2024 · ESOP

Bunnell, Inc. Employee Stock Ownership Plan · $39M · 48 · 81st

  • VS-ST $39M
  • BOY 48
  • SCH 81st
  • EBSA ESOP
  • PART near Red Dot Corporation Employee Stock Ownership Plan and Trust
  • TYPE ind #13097

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 Utah →

Bunnell, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Blythe Brothers Holdings, Inc. Employee Stock Ownership PlanBlythe Brothers Holdings, In…$39MPtm Management Corp. Employee Stock Ownership PlanPtm Management Corp. Employe…$39MBunnell, Inc. Employee Stock Ownership PlanBunnell, Inc. Employee Stock…$39MRed Dot Corporation Employee Stock Ownership Plan and TrustRed Dot Corporation Employee…$39MSupreme Group, Inc. Employee Stock Ownership PlanSupreme Group, Inc. Employee…$39M
End-of-year total assets ($M) among Bunnell, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$39M
Net Income$425K
Employer EIN870366387
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bunnell, Inc.)

Sponsor-wide plan assets over time

All Bunnell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 21.851878766127854% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $50.3M $39.3M ▼ -21.8%
Year Plans Participants Total Assets
2022 2 90 $50M
2023 1 50 $39M
2024 1 48 $39M

Nearby ESOP Plans in Utah

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

Bunnell, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 050100150200 Total assets ($M) Participants Bunnell, Inc. Employee Stock Ownership Plan, Total assets ($M): 39.316809 · Participants: 48Bunnell, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 185.484245 · Participants: 772Whitaker Construction Co., Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.773571 · Participants: 495Rocky Mountain Atv, Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.739328 · Participants: 605Jacobsen Construction Company, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 93.831351 · Participants: 28Fj Management Inc. Employee Stock Ownership PlanKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 73.805536 · Participants: 170Kenny Seng Construction Employee Stock Ownership Plan
Bunnell, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Bunnell, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Utah, the nearest ESOP by assets is Red Dot Corporation Employee Stock Ownership Plan and Trust in WA ($39M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bunnell, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bunnell, Inc. Employee Stock Ownership Plan edged up modestly - up 1.1% during 2024, from $39M to $39M. Reported net income was $425K.
How have Bunnell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bunnell, Inc.'s sponsor-wide assets declined 21.9%, from $50M to $39M.
Where does Bunnell, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bunnell, Inc. Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Bunnell, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Red Dot Corporation Employee Stock Ownership Plan and Trust in WA ($39M, 277 participants).
Which ESOP plans cover a similar participant headcount to Bunnell, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870366387.

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.