ESOP · DOL Form 5500 · 2023

Emery Wilson Corporation ESOP

Data updated 2026-08-25

$864
Total assets Small plan by assets
3
Participants Small participant base
0th
Percentile by assets National rank
$288
Avg per participant Low balance/head
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Official DOL plan name: Sterling Employee Stock Ownership Plan · Sponsored by Emery Wilson Corporation · California · Professional & Technical Services

$864 in assets, 3 participants

Emery Wilson Corporation's Sterling Employee Stock Ownership Plan reported $864 in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

  • #84 in Professional & Technical Services (20,321 peers)

2023 asset change

Sterling Employee Stock Ownership Plan contracted severely 93.9% in 2023 ($14K → $864) for 3 participants.

#84
in Professional & Technical Services (20,321 peers)
-93.9%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Sterling Employee Stock Ownership Plan vs every filed plan by assets

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

$864 0th percentile higher than 0% of 127,068 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 2023

Sterling Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling Employee Stock Ownership Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sterling Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$14K in the plan year 2023 filing.
  • Sterling Employee Stock Ownership Plan end-of-year assets fell from $14K in the plan year 2022 filing to $864 in the plan year 2023 filing.
  • Sterling Employee Stock Ownership Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954191706 · Emery Wilson Corporation PY 2023 · ESOP

Sterling Employee Stock Ownership Plan · $864 · 3 · 0th

  • NET $864
  • BOOK 3
  • VS-ST 0th
  • BOY ESOP
  • SCH near Avitecture, Inc. Employee Stock Ownership Plan
  • EBSA ind #84

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 →

Sterling Employee Stock Ownership Plan in the asset neighbourhood

Sterling Employee Stock Ownership PlanSterling Employee Stock Owne…$864Avitecture, Inc. Employee Stock Ownership PlanAvitecture, Inc. Employee St…$831Jbk Manufacturing Employee Stock Ownership PlanJbk Manufacturing Employee S…$743Micro-Matics Inc. Employee Stock Ownership PlanMicro-Matics Inc. Employee S…$1KNaples Soap Company, Inc. Employee Stock Ownership Plan and TrustNaples Soap Company, Inc. Em…$1K
End-of-year total assets ($M) among Sterling Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Emery Wilson Corporation years around the 2023 move

Sponsor-wide plan assets over time

All Emery Wilson Corporation plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.01M$0.01M$0.02M 202220232024 $0.01M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $14K
2023 1 3 $864
2024 1 3 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$14K
Net Assets (End of Year)N/A
Net Income-$14K
Employer EIN954191706
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Sterling Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Sterling Employee Stock Ownership Plan, Total assets ($B): 8.64e-7 · Participants: 3Sterling Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Sterling Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sterling Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Avitecture, Inc. Employee Stock Ownership Plan in VA ($831); by covered participants it is Southern Community Bancshares, Inc. ESOP in AL (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

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 Sterling Employee Stock Ownership Plan assets move in 2023? ▼
Sterling Employee Stock Ownership Plan contracted severely - down 93.9% during 2023, from $14K to $864. Reported net income was -$14K.
Where does Sterling Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sterling Employee Stock Ownership Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Sterling Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Avitecture, Inc. Employee Stock Ownership Plan in VA ($831, N/A participants).
Which ESOP plans cover a similar participant headcount to Sterling Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Community Bancshares, Inc. ESOP in AL (3 participants, $2M in assets).

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 954191706.

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.