ESOP · DOL Form 5500 · 2022

Sterling Refrigeration Holding Company ESOP

Data updated 2026-08-25

$849K
Total assets Small plan by assets
28
Participants Small participant base
23rd
Percentile by assets National rank
$30,325
Avg per participant Low balance/head
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Official DOL plan name: Sterling Refrigeration Employee Stock Ownership Plan · Sponsored by Sterling Refrigeration Holding Company · North Carolina · Professional & Technical Services

$849K in assets, 28 participants

Sterling Refrigeration Holding Company's Sterling Refrigeration Employee Stock Ownership Plan reported $849K in total assets and 28 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #4,209 in Professional & Technical Services (21,562 peers)

Sterling Refrigeration Holding Company multi-year trail

Sterling Refrigeration Holding Company's plans moved +36.7% in assets from 2022 to 2024; this filing shows Sterling Refrigeration Employee Stock Ownership Plan at $849K / 28 participants.

#4,209
in Professional & Technical Services (21,562 peers)
$176K
reported net income

Sterling Refrigeration Employee Stock Ownership Plan among the smaller filed plans by assets

Sterling Refrigeration Employee Stock Ownership Plan vs every filed plan by assets

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

$849,100 23rd percentile higher than 23% 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

Sterling Refrigeration Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling Refrigeration Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

DOL schedule card

Filing strip 812533707 · Sterling Refrigeration Holding Company PY 2022 · ESOP

Sterling Refrigeration Employee Stock Ownership Plan · $849K · 28 · 23rd

  • EIN $849K
  • EIN 28
  • EIN 23rd
  • EIN ESOP
  • EIN near Evergreen Forest Products Employee Stock Ownership Plan
  • EIN ind #4209

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 North Carolina →

Sterling Refrigeration Employee Stock Ownership Plan in the asset neighbourhood

Sterling Refrigeration Employee Stock Ownership PlanSterling Refrigeration Emplo…$849KEvergreen Forest Products Employee Stock Ownership PlanEvergreen Forest Products Em…$849KWeiler Engineering, Inc. Employee Stock Ownership PlanWeiler Engineering, Inc. Emp…$850KEdwards Group Holdings Inc. Employee Stock Ownership PlanEdwards Group Holdings Inc. …$851KFire Island Ferries, Inc. Employee Stock Ownership PlanFire Island Ferries, Inc. Em…$852K
End-of-year total assets ($M) among Sterling Refrigeration Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Sterling Refrigeration Holding Company multi-year asset trail

Sponsor-wide plan assets over time

All Sterling Refrigeration Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 36.68590272052762% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.85M $1.16M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 28 $849K
2023 1 28 $926K
2024 1 30 $1M

Sterling Refrigeration Holding Company filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$176K
Net Income$176K
Employer EIN812533707
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Sterling Refrigeration Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Sterling Refrigeration Employee Stock Ownership Plan, Total assets ($B): 0.0008491 · Participants: 28Sterling Refrigeration Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Sterling Refrigeration Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Sterling Refrigeration Employee Stock Ownership Plan side-by-side with 3 peers →

Sterling Refrigeration Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Evergreen Forest Products Employee Stock Ownership Plan in WA ($849K); by covered participants it is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 have Sterling Refrigeration Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Refrigeration Holding Company's sponsor-wide assets grew 36.7%, from $849K to $1M.
Where does Sterling Refrigeration Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sterling Refrigeration Employee Stock Ownership Plan ranks in the 23rd 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 ESOP plans are similar in size to Sterling Refrigeration Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Evergreen Forest Products Employee Stock Ownership Plan in WA ($849K, 151 participants).
Which ESOP plans cover a similar participant headcount to Sterling Refrigeration Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clay County Savings Bank Employee Stock Ownership Plan in MO (28 participants, $624K 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 812533707.

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.