ESOP · DOL Form 5500 · 2022
Emery Wilson Corporation ESOP
Data updated 2026-08-25
- $14K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $3,524
- Avg per participant Low balance/head
Official DOL plan name: Sterling Employee Stock Ownership Plan · Sponsored by Emery Wilson Corporation · California · Professional & Technical Services
$14K in assets, 4 participants
Emery Wilson Corporation's Sterling Employee Stock Ownership Plan reported $14K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.
- #312 in Professional & Technical Services (21,562 peers)
2022 asset change
Sterling Employee Stock Ownership Plan surged 8879.0% in 2022 ($157 → $14K) for 4 participants.
- #312
- in Professional & Technical Services (21,562 peers)
- +8879.0%
- assets growth YoY
Sterling Employee Stock Ownership Plan among the smaller filed plans by assets
Sterling Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,097 2nd percentile higher than 2% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sterling Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 954191706 · Emery Wilson Corporation PY 2022 · ESOP
Sterling Employee Stock Ownership Plan · $14K · 4 · 2nd
- PHOTO $14K
- IND 4
- EOY 2nd
- 5500 ESOP
- ASSETS near Datrex, Inc. Employee Stock Ownership Plan and Trust
- PCT ind #312
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 California →
Sterling Employee Stock Ownership Plan in the asset neighbourhood
Emery Wilson Corporation years around the 2022 move
Sponsor-wide plan assets over time
All Emery Wilson Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $14K |
| 2023 | 1 | 3 | $864 |
| 2024 | 1 | 3 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $157 |
|---|---|
| Net Assets (End of Year) | $14K |
| Net Income | $2M |
| Employer EIN | 954191706 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Sterling Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Datrex, Inc. Employee Stock Ownership Plan and Trust in LA ($14K); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.