ESOP · DOL Form 5500 · 2022

Strategies to Empower People, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
453
Participants Below avg headcount
37th
Percentile by assets National rank
$5,472
Avg per participant Low balance/head
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Official DOL plan name: Strategies to Empower People Employee Stock Ownership Plan · Sponsored by Strategies to Empower People, Inc. · California · Healthcare & Social Assistance

$2M in assets, 453 participants

Strategies to Empower People, Inc.'s Strategies to Empower People Employee Stock Ownership Plan reported $2M in total assets and 453 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,917 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Strategies to Empower People Employee Stock Ownership Plan contracted severely 54.9% in 2022 ($5M → $2M) for 453 participants.

#7,917
in Healthcare & Social Assistance (20,060 peers)
-54.9%
assets change YoY

The plan reported a net loss of $904K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Strategies to Empower People Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Strategies to Empower People Employee Stock Ownership Plan vs every filed plan by assets

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

$2,478,603 37th percentile higher than 37% 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

Strategies to Empower People 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. Strategies to Empower People Employee Stock Ownership Plan sits mid-pack in the medium band (453 participants).

Form 5500 schedule snapshot

Filing strip 680361600 · Strategies to Empower People, Inc. PY 2022 · ESOP

Strategies to Empower People Employee Stock Ownership Plan · $2M · 453 · 37th

  • BOY $2M
  • SCH 453
  • EBSA 37th
  • PART ESOP
  • TYPE near F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan
  • NET ind #7917

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 →

Strategies to Empower People Employee Stock Ownership Plan in the asset neighbourhood

Strategies to Empower People Employee Stock Ownership PlanStrategies to Empower People…$2MF. L. Putnam Investment Management Company Employee Stock Ownerhip PlanF. L. Putnam Investment Mana…$2MCrafts, Inc. Employee Stock Ownership PlanCrafts, Inc. Employee Stock …$2MBank 1st Employee Stock Ownership PlanBank 1st Employee Stock Owne…$2MHand Construction Co., Inc. Employee Stock Ownership PlanHand Construction Co., Inc. …$2M
End-of-year total assets ($M) among Strategies to Empower People Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Strategies to Empower People, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Strategies to Empower People, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 4.326729585498819% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M 202220232024 $10.9M $10.4M ▼ -4.4%
Year Plans Participants Total Assets
2022 2 826 $11M
2023 2 914 $11M
2024 2 938 $10M

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$5M
Net Income-$904K
Employer EIN680361600
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Strategies to Empower People Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Strategies to Empower People Employee Stock Ownership Plan, Total assets ($B): 0.002478603 · Participants: 453Strategies to Empower People Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Strategies to Empower People Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Strategies to Empower People Employee Stock Ownership Plan side-by-side with 3 peers →

Strategies to Empower People Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan in ME ($2M); by covered participants it is Flat Rock Metal and Bar Processing Employee Stock Ownership Plan in MI (454 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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

How did Strategies to Empower People Employee Stock Ownership Plan assets move in 2022? ▼
Strategies to Empower People Employee Stock Ownership Plan contracted severely - down 54.9% during 2022, from $5M to $2M. Reported net income was -$904K.
How have Strategies to Empower People, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategies to Empower People, Inc.'s sponsor-wide assets declined 4.3%, from $11M to $10M.
Which ESOP plans are similar in size to Strategies to Empower People Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan in ME ($2M, 85 participants).
Which ESOP plans cover a similar participant headcount to Strategies to Empower People Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Flat Rock Metal and Bar Processing Employee Stock Ownership Plan in MI (454 participants, $35M 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 680361600.

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.