ESOP · DOL Form 5500 · 2024
Bulab Holdings, Inc. ESOP
Data updated 2026-07-24
- $77M
- Total assets
- 360
- Participants
- 88th
- Percentile by assets
- $213,283
- Avg per participant
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.
- 88th percentile by assets (of 116,472 plans)
Coverage in Tennessee
Bulab Employee Stock Ownership Plan covers 360 participants in Tennessee, about 32% of the average Tennessee filer (state average ~1,122 per filing). Assets: $77M.
- $77M
- total plan assets (2024 EOY)
- 360
- covered participants
- 88th
- percentile by assets (of 116,472 plans)
- $213,283
- avg assets per participant
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.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,122 participants across 2,228 plans. Bulab Employee Stock Ownership Plan reports 360 participants - about 32% of that state average ($77M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $2M |
| Employer EIN | 620438397 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bulab Holdings, Inc.)
| 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
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bulab Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Bulab Employee Stock Ownership Plan assets move in 2024? ▼
How have Bulab Holdings, Inc. plan assets changed over time? ▼
Where does Bulab Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Bulab Employee Stock Ownership Plan? ▼
Next read for Bulab Employee Stock Ownership Plan
Filing takeaways
Ways to act on Bulab Employee Stock Ownership Plan's numbers.
- By total assets, Bulab 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 Tennessee. Compare plans
- Bulab Holdings, Inc.'s sponsor-wide assets have grown 12.5% 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 620438397.
Read our methodology - how this data is sourced, computed, and verified.