Defined Benefit (Pension) · DOL Form 5500 · 2022

Stella Orton Home Care Agency, Inc. Pension Plan

Data updated 2026-08-25

$345K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$172,736
Avg per participant Above avg balance/head
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Official DOL plan name: Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan · Sponsored by Stella Orton Home Care Agency, Inc. · New York · Healthcare & Social Assistance

$345K in assets, 2 participants

Stella Orton Home Care Agency, Inc.'s Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan reported $345K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,194 in Healthcare & Social Assistance (20,060 peers)

Stella Orton Home Care Agency, Inc. multi-year trail

Stella Orton Home Care Agency, Inc.'s plans moved +11.1% in assets from 2022 to 2024; this filing shows Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan at $345K / 2 participants.

#2,194
in Healthcare & Social Assistance (20,060 peers)
+2.5%
assets growth YoY

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan among the smaller filed plans by assets

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan vs every filed plan by assets

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

$345,471 15th percentile higher than 15% 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

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement 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. Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 133137595 · Stella Orton Home Care Agency, Inc. PY 2022 · Defined Benefit (Pension)

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan · $345K · 2 · 15th

  • RANK $345K
  • RANK 2
  • RANK 15th
  • RANK Defined Benefit (Pension)
  • RANK near Addiego Orthodontics LLC Cash Balance Plan
  • RANK ind #2194

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan in the asset neighbourhood

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement PlanStella Orton Home Care Agenc…$345KAddiego Orthodontics LLC Cash Balance PlanAddiego Orthodontics LLC Cas…$349KLabor Community Strategy Center Defined Benefit Pension PlanLabor Community Strategy Cen…$340KAras Productions Inc Defined Benefit Pension PlanAras Productions Inc Defined…$338KLinode LLC Cash Balance Pension PlanLinode LLC Cash Balance Pens…$337K
End-of-year total assets ($M) among Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Stella Orton Home Care Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stella Orton Home Care Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$384K 11.1175757154725% vs 2022
2024 filing year
$0.34M$0.35M$0.36M$0.37M$0.38M$0.39M 202220232024 $0.35M $0.38M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 2 $345K
2023 1 2 $364K
2024 1 2 $384K

Stella Orton Home Care Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$337K
Net Assets (End of Year)$345K
Net Income$8K
Employer EIN133137595
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan, Total assets ($B): 0.000345471 · Participants: 2Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Addiego Orthodontics LLC Cash Balance Plan in NJ ($349K); by covered participants it is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants). Same-state nearby plans are listed separately above.

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 Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan assets move in 2022?
Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan edged up modestly - up 2.5% during 2022, from $337K to $345K. Reported net income was $8K.
How have Stella Orton Home Care Agency, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Stella Orton Home Care Agency, Inc.'s sponsor-wide assets grew 11.1%, from $345K to $384K.
Where does Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan rank by assets among Form 5500 filers?
Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Addiego Orthodontics LLC Cash Balance Plan in NJ ($349K, 10 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants, $3M in assets).