ESOP · DOL Form 5500 · 2023

Sterling Health Services, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
62
Participants Small participant base
28th
Percentile by assets National rank
$25,721
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, 62 participants

Sterling Health Services, Inc.'s Sterling Health Services, Inc. Employee Stock Ownership Plan reported $2M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,266 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Sterling Health Services, Inc. Employee Stock Ownership Plan ranks #2,266 of 4,372 2023 filers by assets (1809% of the sector average)-$2M for 62 participants.

#2,266
in Administrative & Support Services (4,372 peers)
-24.8%
assets change YoY

The plan reported a net loss of $525K 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 among the smaller filed plans by assets

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

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

$1,594,719 28th percentile higher than 28% 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 Health Services, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 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 (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sterling Health Services, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$525K in the plan year 2023 filing.
  • Sterling Health Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sterling Health Services, Inc. Employee Stock Ownership Plan reported participants fell from 65 in the plan year 2022 filing to 62 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841637046 · Sterling Health Services, Inc. PY 2023 · ESOP

Sterling Health Services, Inc. Employee Stock Ownership Plan · $2M · 62 · 28th

  • PART $2M
  • PART 62
  • PART 28th
  • PART ESOP
  • PART near Mauch Chunk Trust Company Employee Stock Ownership Plan
  • PART ind #2266

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

Mauch Chunk Trust Company Employee Stock Ownership PlanMauch Chunk Trust Company Em…$2MThe Armamentarium, Inc. Employee Stock Ownership PlanThe Armamentarium, Inc. Empl…$2MSterling Health Services, Inc. Employee Stock Ownership PlanSterling Health Services, In…$2MStructural Wood Corporation Employee Stock Ownership Plan and TrustStructural Wood Corporation …$2MAcuity Healthcare Employee Stock Ownership Plan and TrustAcuity Healthcare Employee S…$2M
End-of-year total assets ($M) among Sterling Health Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$525K
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): 0.001594719 · Participants: 62Sterling Health Services, Inc. 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 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 Mauch Chunk Trust Company Employee Stock Ownership Plan in PA ($2M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Health Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sterling Health Services, Inc. Employee Stock Ownership Plan declined sharply - down 24.8% during 2023, from $2M to $2M. Reported net income was -$525K.
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 Mauch Chunk Trust Company Employee Stock Ownership Plan in PA ($2M, 79 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 Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (62 participants, $26M 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 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.