ESOP · DOL Form 5500 · 2024

Bunnell, Inc. ESOP

Data updated 2026-07-24

$39M
Total assets: 48
Participants: 81st
Percentile by assets: $819,100
Avg per participant

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.

81st percentile by assets (of 116,472 plans)

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.

$39M
total plan assets (2024 EOY): 48
covered participants: 81st
percentile by assets (of 116,472 plans): $819,100
avg assets per participant

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 →

State

Utah

Industry

Manufacturing

Bunnell, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Bunnell, Inc. Employee Stock Ownership Plan outranks 81% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$39M
Net Assets (End of Year)	$39M
Net Income	$425K
Employer EIN	870366387
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bunnell, Inc.)

Total plan assets by year, all Bunnell, Inc. plans on file

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

Whitaker Construction Co., Inc. Employee Stock Ownership Plan $185M · 772
Rocky Mountain Atv, Inc. Employee Stock Ownership Plan $120M · 495
Jacobsen Construction Company, Inc. Employee Stock Ownership Plan $120M · 605
Fj Management Inc. Employee Stock Ownership Plan $94M · 28
Central Milling Employee Stock Ownership Plan and Trust $55M · 110

Compare Bunnell, Inc. Employee Stock Ownership P… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bunnell, Inc. Employee Stock Ownership Plan by total assets, not by location.

Red Dot Corporation Employee Stock Ownership Plan and Trust (WA) $39M · 277
Ptm Management Corp. Employee Stock Ownership Plan (NY) $39M · 220
Supreme Group, Inc. Employee Stock Ownership Plan (CT) $39M · 127
Blythe Brothers Holdings, Inc. Employee Stock Ownership Plan (NC) $39M · 789

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 116,472 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).

Next read for Bunnell, Inc. Employee Stock Ownership P…

Scale reading

Ways to act on Bunnell, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Bunnell, 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 Utah. Compare plans
Bunnell, Inc.'s sponsor-wide assets have declined 21.9% since 2022 across 3 plan years on file. More Manufacturing plans

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.