ESOP · DOL Form 5500 · 2024

Bush & Burchett, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
22
Participants Small participant base
37th
Percentile by assets National rank
$171,762
Avg per participant Above avg balance/head
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Official DOL plan name: Bush & Burchett, Inc. Employee Stock Ownership Plan · Sponsored by Bush & Burchett, Inc. · Kentucky · Construction

$4M in assets, 22 participants

Bush & Burchett, Inc.'s Bush & Burchett, Inc. Employee Stock Ownership Plan reported $4M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,263 in Construction (9,039 peers)

2024 asset change

Bush & Burchett, Inc. Employee Stock Ownership Plan grew at a solid clip 8.1% in 2024 ($3M → $4M) for 22 participants.

#3,263
in Construction (9,039 peers)
+8.1%
assets growth YoY

Bush & Burchett, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Bush & Burchett, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,778,767 37th percentile higher than 37% 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

Bush & Burchett, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bush & Burchett, Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bush & Burchett, Inc. Employee Stock Ownership Plan reported net income fell from $207K in the plan year 2023 filing to $145K in the plan year 2024 filing.
  • Bush & Burchett, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 610718956 · Bush & Burchett, Inc. PY 2024 · ESOP

Bush & Burchett, Inc. Employee Stock Ownership Plan · $4M · 22 · 37th

  • NET $4M
  • BOOK 22
  • VS-ST 37th
  • BOY ESOP
  • SCH near Dean Cluck Feedyard, Inc. Employee Stock Ownership Plan
  • EBSA ind #3263

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 Kentucky →

Bush & Burchett, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bush & Burchett, Inc. Employee Stock Ownership PlanBush & Burchett, Inc. Employ…$4MDean Cluck Feedyard, Inc. Employee Stock Ownership PlanDean Cluck Feedyard, Inc. Em…$4MWilliam a. Kibbe & Associates, Inc. Employee Stock Ownership PlanWilliam a. Kibbe & Associate…$4MCommunity First Bank Employee Stock Ownership PlanCommunity First Bank Employe…$4MZsi Employee Stock Ownership PlanZsi Employee Stock Ownership…$4M
End-of-year total assets ($M) among Bush & Burchett, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bush & Burchett, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Bush & Burchett, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.157926109965963% vs 2022
2024 filing year
$3.4M$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.59M $3.78M ▲ +5.3%
Year Plans Participants Total Assets
2022 1 24 $4M
2023 1 22 $3M
2024 1 22 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$145K
Employer EIN610718956
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Bush & Burchett, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Bush & Burchett, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003778767 · Participants: 22Bush & Burchett, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Bush & Burchett, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Bush & Burchett, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Bush & Burchett, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Dean Cluck Feedyard, Inc. Employee Stock Ownership Plan in TX ($4M); by covered participants it is Electricians, Inc. ESOP in HI (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Bush & Burchett, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Bush & Burchett, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.1% during 2024, from $3M to $4M. Reported net income was $145K.
How have Bush & Burchett, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bush & Burchett, Inc.'s sponsor-wide assets grew 5.2%, from $4M to $4M.
Which ESOP plans are similar in size to Bush & Burchett, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dean Cluck Feedyard, Inc. Employee Stock Ownership Plan in TX ($4M, 51 participants).
Which ESOP plans cover a similar participant headcount to Bush & Burchett, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Electricians, Inc. ESOP in HI (22 participants, $20M 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 610718956.

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.