ESOP · DOL Form 5500 · 2022

Strategic Health Partners, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
135
Participants Small participant base
46th
Percentile by assets National rank
$29,964
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Strategic Health Partners, Inc. Employee Stock Ownership Plan · Sponsored by Strategic Health Partners, Inc. · Georgia · Healthcare & Social Assistance

$4M in assets, 135 participants

Strategic Health Partners, Inc.'s Strategic Health Partners, Inc. Employee Stock Ownership Plan reported $4M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #10,297 in Healthcare & Social Assistance (20,060 peers)

Coverage in Georgia

Strategic Health Partners, Inc. Employee Stock Ownership Plan covers 135 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $4M.

#10,297
in Healthcare & Social Assistance (20,060 peers)
-$21M
reported net income

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Strategic Health Partners, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Strategic Health Partners, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,045,131 46th percentile higher than 46% of 139,123 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 2022

Strategic Health Partners, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategic Health Partners, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (135 participants).

Form 5500 schedule snapshot

Filing strip 454257271 · Strategic Health Partners, Inc. PY 2022 · ESOP

Strategic Health Partners, Inc. Employee Stock Ownership Plan · $4M · 135 · 46th

  • PART $4M
  • PART 135
  • PART 46th
  • PART ESOP
  • PART near Kentwood Office Furniture Employee Stock Ownership Trust
  • PART ind #10297

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 Georgia →

Strategic Health Partners, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Strategic Health Partners, Inc. Employee Stock Ownership PlanStrategic Health Partners, I…$4MKentwood Office Furniture Employee Stock Ownership TrustKentwood Office Furniture Em…$4MBabsco Supply Employee Stock Ownership PlanBabsco Supply Employee Stock…$4MAdvantage Electric & Controls, Inc. Employee Stock Ownership PlanAdvantage Electric & Control…$4MI.E. Shaffer & Co. Employee Stock Ownership PlanI.E. Shaffer & Co. Employee …$4M
End-of-year total assets ($M) among Strategic Health Partners, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$21M
Net Income-$21M
Employer EIN454257271
Plan Effective Date2022-09-30
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Strategic Health Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Strategic Health Partners, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.045131 · Participants: 135Strategic Health Partners, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Strategic Health Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Strategic Health Partners, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Strategic Health Partners, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Kentwood Office Furniture Employee Stock Ownership Trust in MI ($4M); by covered participants it is Nordon, Inc. Employee Stock Ownership Plan in NY (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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.

Frequently Asked Questions

Which ESOP plans are similar in size to Strategic Health Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kentwood Office Furniture Employee Stock Ownership Trust in MI ($4M, 78 participants).
Which ESOP plans cover a similar participant headcount to Strategic Health Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nordon, Inc. Employee Stock Ownership Plan in NY (135 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454257271.

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.