ESOP · DOL Form 5500 · 2024

Mulberry's Independent Home Services, Inc. ESOP

Data updated 2026-07-24

$53M
Total assets: 1,687
Participants: 85th
Percentile by assets: $31,514
Avg per participant

Official DOL plan name: Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan · Sponsored by Mulberry's Independent Home Services, Inc. · West Virginia · Other Services

$53M in assets, 1,687 participants

Mulberry's Independent Home Services, Inc.'s Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan reported $53M in total assets and 1,687 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

85th percentile by assets (of 116,472 plans)

Coverage in West Virginia

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan covers 1,687 participants in West Virginia, 3.6x the typical West Virginia plan (state average ~470 per filing). Assets: $53M.

$53M
total plan assets (2024 EOY): 1,687
covered participants: 85th
percentile by assets (of 116,472 plans): $31,514
avg assets per participant

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $37M in the plan year 2023 filing to $53M in the plan year 2024 filing.
Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan reported net income rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

West Virginia

Industry

Other Services

Participants vs West Virginia filers

In West Virginia, the average filing covers about 470 participants across 351 plans. Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan reports 1,687 participants - 3.6x that state average ($53M EOY assets).

West Virginia filing particulars

Total Assets (Beginning of Year)	$37M
Net Assets (End of Year)	$35M
Net Income	$17M
Employer EIN	834055917
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mulberry's Independent Home Services, Inc.)

Total plan assets by year, all Mulberry's Independent Home Services, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,716	$25M
2023	1	1,687	$37M
2024	1	1,687	$53M

Nearby ESOP Plans in West Virginia

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

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants

Triton Employee Stock Ownership Plan $93M · 75
Port Amherst, Ltd. Employee Stock Ownership Plan $53M · 329
Weirton Geriatric Center, Inc. Employees' Stock Ownership Plan $32M · 157
Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan $19M · 55
Cgp Foods Inc. Employee Stock Ownership Plan $17M · 283

Compare Mulberry's Independent Home Services, In… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan by total assets, not by location.

Miller Enterprises, Inc. ESOP (ND) $53M · 452
Western State Agency, Inc. Employee Stock Ownership Plan and Trust (ND) $53M · 285
Advance Capital Group, Inc. Employee Stock Ownership Plan (MI) $53M · 59
Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust (TX) $53M · 575

Frequently Asked Questions

How did Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan surged - up 44.5% during 2024, from $37M to $53M. Reported net income was $17M.

How have Mulberry's Independent Home Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mulberry's Independent Home Services, Inc.'s sponsor-wide assets grew 114.2%, from $25M to $53M.

Where does Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 116,472 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 Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Miller Enterprises, Inc. ESOP in ND ($53M, 452 participants).

Next read for Mulberry's Independent Home Services, In…

Filing takeaways

Ways to act on Mulberry's Independent Home Services, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Mulberry's Independent Home Services, Inc. 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 West Virginia. Compare plans
Mulberry's Independent Home Services, Inc.'s sponsor-wide assets have grown 114.2% since 2022 across 3 plan years on file. More Other Services 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 834055917.

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.