Mulberry's Independent Home Services, Inc.ESOP
MULBERRY'S INDEPENDENT HOME SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · MORGANTOWN, WV · plan year 2024
Mulberry's Independent Home Services, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $34,777,810 across 2,075 participant accounts, with employer contributions averaging $769 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 56th-largest of 265 plans among West Virginia employers on file, and the 625th of 3,341 in other services. active participation has grown from 1,498 to 1,798 since 2022.
Mulberry's Independent Home Services, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 834055917 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.