ESOP · DOL Form 5500 · 2022

Sterling Health Services, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
65
Participants Small participant base
35th
Percentile by assets National rank
$32,607
Avg per participant Low balance/head
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Official DOL plan name: Sterling Health Services, Inc. Employee Stock Ownership Plan · Sponsored by Sterling Health Services, Inc. · California · Administrative & Support Services

$2M in assets, 65 participants

Sterling Health Services, Inc.'s Sterling Health Services, Inc. Employee Stock Ownership Plan reported $2M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,867 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Sterling Health Services, Inc. Employee Stock Ownership Plan ranks #2,867 of 4,927 2022 filers by assets (1361% of the sector average)-$2M for 65 participants.

#2,867
in Administrative & Support Services (4,927 peers)
-34.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sterling Health Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Sterling Health Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,119,447 35th percentile higher than 35% 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 Health Services, Inc. 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 Health Services, Inc. Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 841637046 · Sterling Health Services, Inc. PY 2022 · ESOP

Sterling Health Services, Inc. Employee Stock Ownership Plan · $2M · 65 · 35th

  • ASSETS $2M
  • ASSETS 65
  • ASSETS 35th
  • ASSETS ESOP
  • ASSETS near Fabricators, Inc. Employee Stock Ownership Plan
  • ASSETS ind #2867

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 Health Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Sterling Health Services, Inc. Employee Stock Ownership PlanSterling Health Services, In…$2MFabricators, Inc. Employee Stock Ownership PlanFabricators, Inc. Employee S…$2MGraham Chemical Corporation Employee Stock Ownership Plan and TrustGraham Chemical Corporation …$2MPrimera Engineers ESOP Plan$2MHeartland Companies, Inc. Employee Stock Ownership PlanHeartland Companies, Inc. Em…$2M
End-of-year total assets ($M) among Sterling Health Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN841637046
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sterling Health Services, Inc.)

Sponsor-wide plan assets over time

All Sterling Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.757778797960032% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $2.12M $1.59M ▼ -25.0%
Year Plans Participants Total Assets
2022 1 65 $2M
2023 1 62 $2M
2024 1 60 $2M

Nearby ESOP Plans in California

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

Sterling Health Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Sterling Health Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002119447 · Participants: 65Sterling Health Services, Inc. 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
Sterling Health Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sterling Health Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sterling Health Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Fabricators, Inc. Employee Stock Ownership Plan in IA ($2M); by covered participants it is Tag Engineering, Inc. Employee Stock Ownership Plan in MD (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Sterling Health Services, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sterling Health Services, Inc. Employee Stock Ownership Plan contracted severely - down 34.1% during 2022, from $3M to $2M. Reported net income was -$1M.
How have Sterling Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Health Services, Inc.'s sponsor-wide assets declined 24.8%, from $2M to $2M.
Which ESOP plans are similar in size to Sterling Health Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fabricators, Inc. Employee Stock Ownership Plan in IA ($2M, 17 participants).
Which ESOP plans cover a similar participant headcount to Sterling Health Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tag Engineering, Inc. Employee Stock Ownership Plan in MD (65 participants, N/A 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 841637046.

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.