ESOP · DOL Form 5500 · 2024

Builtwell Bancorp, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
292
Participants Below avg headcount
72nd
Percentile by assets National rank
$74,340
Avg per participant Below avg balance/head
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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.

  • #4,895 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Builtwell Bancorp, Inc. Employee Stock Ownership Plan covers 292 participants in Tennessee, about 26% of the average Tennessee filer (state average ~1,126 per filing). Assets: $22M.

#4,895
in Finance & Insurance (8,549 peers)
+23.4%
assets growth YoY

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

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

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

$21,707,137 Top 28% higher than 72% 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

Builtwell Bancorp, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Builtwell Bancorp, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 621104098 · Builtwell Bancorp, Inc. PY 2024 · ESOP

Builtwell Bancorp, Inc. Employee Stock Ownership Plan · $22M · 292 · 72nd

  • PHOTO $22M
  • PHOTO 292
  • PHOTO 72nd
  • PHOTO ESOP
  • PHOTO near Matrix Design Group, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4895

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 Tennessee →

Builtwell Bancorp, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Matrix Design Group, Inc. Employee Stock Ownership PlanMatrix Design Group, Inc. Em…$22MBuiltwell Bancorp, Inc. Employee Stock Ownership PlanBuiltwell Bancorp, Inc. Empl…$22MHighlight Technologies, Inc. Employee Stock Ownership Plan and TrustHighlight Technologies, Inc.…$22MArchitectural Nexus, Inc. Employee Stock Ownership Plan and TrustArchitectural Nexus, Inc. Em…$22MBrazos Paving, Inc. Employee Stock Ownership PlanBrazos Paving, Inc. Employee…$22M
End-of-year total assets ($M) among Builtwell Bancorp, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN621104098
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Builtwell Bancorp, Inc.)

Sponsor-wide plan assets over time

All Builtwell Bancorp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 42.07824443428062% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.8M $43.8M ▲ +42.1%
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 Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Builtwell Bancorp, Inc. Employee Stock Ownership Plan, Total assets ($M): 21.707137 · Participants: 292Builtwell Bancorp, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Builtwell Bancorp, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Builtwell Bancorp, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Matrix Design Group, Inc. Employee Stock Ownership Plan in CO ($22M); by covered participants it is Marquette Bank Employee Stock Ownership Plan in IL (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 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).
Which ESOP plans cover a similar participant headcount to Builtwell Bancorp, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Marquette Bank Employee Stock Ownership Plan in IL (292 participants, $8M 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 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.