ESOP · DOL Form 5500 · 2023

Richmond Health Care, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets: N/A
Participants Small participant base: 26th
Percentile by assets National rank

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Official DOL plan name: Sunrise Health Center Employee Stock Ownership Plan · Sponsored by Richmond Health Care, Inc. · Florida · Healthcare & Social Assistance

$1M in assets, N/A participants

Richmond Health Care, Inc.'s Sunrise Health Center Employee Stock Ownership Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#4,047 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Sunrise Health Center Employee Stock Ownership Plan contracted severely 31.3% in 2023 ($2M → $1M) for N/A participants.

#4,047
in Healthcare & Social Assistance (17,684 peers): -31.3%
assets change YoY

The plan reported a net loss of $629K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunrise Health Center Employee Stock Ownership Plan among the smaller filed plans by assets

Sunrise Health Center Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,360,829 26th percentile higher than 26% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Sunrise Health Center Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to -$629K in the plan year 2023 filing.
Sunrise Health Center Employee Stock Ownership Plan reported participants fell from 134 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Sunrise Health Center Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 581458286 · Richmond Health Care, Inc. PY 2023 · ESOP

Sunrise Health Center Employee Stock Ownership Plan · $1M · N/A · 26th

5500 $1M
5500 N/A
5500 26th
5500 ESOP
5500 near Gaskets, Inc. Employee Stock Ownership Plan
5500 ind #4047

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 Florida →

End-of-year total assets ($M) among Sunrise Health Center Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Richmond Health Care, Inc. years around the 2023 move

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	134	$2M
2023	1	N/A	$1M
2024	1	N/A	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$1M
Net Income	-$629K
Employer EIN	581458286
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Florida

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

Sunrise Health Center Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
Rsr Employee Stock Ownership Plan $390M · 382
Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365

Compare Sunrise Health Center Employee Stock Ownership Plan side-by-side with 3 peers →

Sunrise Health Center Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Florida, the nearest ESOP by end-of-year assets is Gaskets, Inc. Employee Stock Ownership Plan in WI at $1M (this filing: $1M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Gaskets, Inc. Employee Stock Ownership Plan (WI) $1M · 16
Endpoint Solutions Corp. Employee Stock Ownership Plan (WI) $1M · 18
Lithographix, Inc. Employee Stock Ownership Plan (CA) $1M · 204
Ohio Semitronics Inc Employee Stock Ownership Plan (OH) $1M · 67

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sunrise Health Center Employee Stock Ownership Plan assets move in 2023? ▼

Sunrise Health Center Employee Stock Ownership Plan contracted severely - down 31.3% during 2023, from $2M to $1M. Reported net income was -$629K.

Which ESOP plans are similar in size to Sunrise Health Center Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Gaskets, Inc. Employee Stock Ownership Plan in WI ($1M, 16 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581458286.