ESOP · DOL Form 5500 · 2024

Builtwell Bancorp, Inc. ESOP

Data updated 2026-07-24

$22M
Total assets: 292
Participants: 72nd
Percentile by assets: $74,340
Avg per participant

Official DOL plan name: Builtwell Bancorp, Inc. Employee Stock Ownership Plan · Sponsored by Builtwell Bancorp, Inc. · Tennessee · Finance & Insurance

$22M in assets, 292 participants

Builtwell Bancorp, Inc.'s Builtwell Bancorp, Inc. Employee Stock Ownership Plan reported $22M in total assets and 292 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

72nd percentile by assets (of 116,472 plans)

Coverage in Tennessee

Builtwell Bancorp, Inc. Employee Stock Ownership Plan covers 292 participants in Tennessee, about 26% of the average Tennessee filer (state average ~1,122 per filing). Assets: $22M.

$22M
total plan assets (2024 EOY): 292
covered participants: 72nd
percentile by assets (of 116,472 plans): $74,340
avg assets per participant

Builtwell Bancorp, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Builtwell Bancorp, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Builtwell Bancorp, Inc. Employee Stock Ownership Plan reported participants rose from 287 in the plan year 2023 filing to 292 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Tennessee

Industry

Finance & Insurance

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,122 participants across 2,228 plans. Builtwell Bancorp, Inc. Employee Stock Ownership Plan reports 292 participants - about 26% of that state average ($22M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$22M
Net Income	$4M
Employer EIN	621104098
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Builtwell Bancorp, Inc.)

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

Year	Plans	Participants	Total Assets
2022	2	561	$31M
2023	2	555	$37M
2024	2	566	$44M

Nearby ESOP Plans in Tennessee

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

Builtwell Bancorp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

Barr Brands International Amended and Restated Employee Stock Ownership Plan $470M · 403
Zander Group Holdings, Inc. Employee Stock Ownership Plan $247M · 201
National Health Corp Leveraged Employee Stock Ownership Plan $168M · 1,385
3ls, Inc. Employee Stock Ownership Plan $143M · 515
Smith Seckman Reid, Inc. Employee Stock Ownership Plan $116M · 507

Compare Builtwell Bancorp, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

Matrix Design Group, Inc. Employee Stock Ownership Plan (CO) $22M · 219
Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust (VA) $22M · 244
Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust (UT) $22M · 111
Brazos Paving, Inc. Employee Stock Ownership Plan (TX) $22M · 151

Frequently Asked Questions

How did Builtwell Bancorp, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Builtwell Bancorp, Inc. Employee Stock Ownership Plan grew sharply - up 23.4% during 2024, from $18M to $22M. Reported net income was $4M.

How have Builtwell Bancorp, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Builtwell Bancorp, Inc.'s sponsor-wide assets grew 42.1%, from $31M to $44M.

Which ESOP plans are similar in size to Builtwell Bancorp, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Matrix Design Group, Inc. Employee Stock Ownership Plan in CO ($22M, 219 participants).

Next read for Builtwell Bancorp, Inc. Employee Stock O…

Filing takeaways

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

By total assets, Builtwell Bancorp, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
Builtwell Bancorp, Inc.'s sponsor-wide assets have grown 42.1% since 2022 across 3 plan years on file. More Finance & Insurance 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 621104098.

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.