ESOP · DOL Form 5500 · 2024

Bulab Holdings, Inc. ESOP

Data updated 2026-08-25

$77M
Total assets Below avg plan size
360
Participants Below avg headcount
88th
Percentile by assets National rank
$213,283
Avg per participant Above avg balance/head
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Official DOL plan name: Bulab Employee Stock Ownership Plan · Sponsored by Bulab Holdings, Inc. · Tennessee · Manufacturing

$77M in assets, 360 participants

Bulab Holdings, Inc.'s Bulab Employee Stock Ownership Plan reported $77M in total assets and 360 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #14,752 in Manufacturing (17,777 peers)

Coverage in Tennessee

Bulab Employee Stock Ownership Plan covers 360 participants in Tennessee, about 32% of the average Tennessee filer (state average ~1,126 per filing). Assets: $77M.

#14,752
in Manufacturing (17,777 peers)
+2.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bulab Employee Stock Ownership Plan's outsized position by total assets

Bulab Employee Stock Ownership Plan vs every filed plan by assets

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

$76,781,793 Top 12% higher than 88% 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

Bulab 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. Bulab Employee Stock Ownership Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bulab Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Bulab Employee Stock Ownership Plan reported participants fell from 405 in the plan year 2023 filing to 360 in the plan year 2024 filing.
  • Bulab Employee Stock Ownership Plan end-of-year assets rose from $75M in the plan year 2023 filing to $77M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 620438397 · Bulab Holdings, Inc. PY 2024 · ESOP

Bulab Employee Stock Ownership Plan · $77M · 360 · 88th

  • RANK $77M
  • PHOTO 360
  • IND 88th
  • EOY ESOP
  • 5500 near Icr Inc. Employee Stock Ownership Plan
  • ASSETS ind #14752

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 →

Bulab Employee Stock Ownership Plan in the asset neighbourhood

Dondlinger & Sons Construction Co., Inc. Employee Stock Ownership PlanDondlinger & Sons Constructi…$77MBulab Employee Stock Ownership PlanBulab Employee Stock Ownersh…$77MIcr Inc. Employee Stock Ownership PlanIcr Inc. Employee Stock Owne…$77MSrf Consulting Group, Inc. Employee Stock Ownership PlanSrf Consulting Group, Inc. E…$77MHall Contracting of Kentucky, Inc. Employee Stock Ownership PlanHall Contracting of Kentucky…$77M
End-of-year total assets ($M) among Bulab Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$77M
Net Income$2M
Employer EIN620438397
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bulab Holdings, Inc.)

Sponsor-wide plan assets over time

All Bulab Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$261M 12.528266012908897% vs 2022
2024 filing year
$220M$230M$240M$250M$260M$270M 202220232024 $232M $261M ▲ +12.5%
Year Plans Participants Total Assets
2022 2 925 $232M
2023 2 902 $259M
2024 2 822 $261M

Nearby ESOP Plans in Tennessee

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

Bulab Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Bulab Employee Stock Ownership Plan, Total assets ($M): 76.781793 · Participants: 360Bulab 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
Bulab Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Bulab Employee Stock Ownership Plan side-by-side with 3 peers →

Bulab Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Icr Inc. Employee Stock Ownership Plan in CO ($77M); by covered participants it is Harborone Bank Employee Stock Ownership Plan in MA (360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (360 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 Bulab Employee Stock Ownership Plan assets move in 2024? ▼
Bulab Employee Stock Ownership Plan edged up modestly - up 2.6% during 2024, from $75M to $77M. Reported net income was $2M.
How have Bulab Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bulab Holdings, Inc.'s sponsor-wide assets grew 12.5%, from $232M to $261M.
Where does Bulab Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bulab Employee Stock Ownership Plan ranks in the 88th 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 Bulab Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Icr Inc. Employee Stock Ownership Plan in CO ($77M, 559 participants).
Which ESOP plans cover a similar participant headcount to Bulab Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Harborone Bank Employee Stock Ownership Plan in MA (360 participants, $52M 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 620438397.

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.