ESOP · DOL Form 5500 · 2022
Strategic Financial Solutions, LLC ESOP
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 597
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $172,734
- Avg per participant Above avg balance/head
Official DOL plan name: Strategic ESOP · Sponsored by Strategic Financial Solutions, LLC · New York · Finance & Insurance
$103M in assets, 597 participants
Strategic Financial Solutions, LLC's Strategic ESOP reported $103M in total assets and 597 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,211 in Finance & Insurance (9,261 peers)
Where Strategic ESOP sits by assets
Strategic ESOP sits in the top 10% of all filed plans by assets, $103M for 597 participants (~$172,734/participant), down 4.2% in 2022.
- #8,211
- in Finance & Insurance (9,261 peers)
- -4.2%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $899K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Strategic ESOP's outsized position by total assets
Strategic ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$103,122,323 Top 7% higher than 93% 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
Strategic ESOP 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 ESOP sits mid-pack in the medium band (597 participants).
DOL schedule card
Filing strip 462683176 · Strategic Financial Solutions, LLC PY 2022 · ESOP
Strategic ESOP · $103M · 597 · 93rd
- BOY $103M
- BOY 597
- BOY 93rd
- BOY ESOP
- BOY near Fin Feather Fur Outfitters, Inc. Employee Stock Ownership Plan
- BOY ind #8211
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 New York →
Strategic ESOP in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | -$274M |
| Net Income | -$899K |
| Employer EIN | 462683176 |
| Plan Effective Date | 2017-05-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $782M · 3,443
- Lewis Tree Service Employee Stock Ownership Plan $384M · 3,307
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
Strategic ESOP's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Fin Feather Fur Outfitters, Inc. Employee Stock Ownership Plan in OH ($103M); by covered participants it is Alpine Lumber Company Employee Stock Ownership Plan in CO (597 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- Fin Feather Fur Outfitters, Inc. Employee Stock Ownership Plan (OH) $103M · 181
- R. M. Towill Corporation Employee Stock Ownership Plan (HI) $103M · 99
- Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan (NV) $104M · 422
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust (ID) $102M · 569
Similar participant headcount
Nearest other-state filings by covered participants (597 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.