ESOP · DOL Form 5500 · 2023

Strategic Health Partners, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
115
Participants Small participant base
55th
Percentile by assets National rank
$74,121
Avg per participant Below avg balance/head
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Official DOL plan name: Strategic Health Partners, Inc. Employee Stock Ownership Plan · Sponsored by Strategic Health Partners, Inc. · Georgia · Healthcare & Social Assistance

$9M in assets, 115 participants

Strategic Health Partners, Inc.'s Strategic Health Partners, Inc. Employee Stock Ownership Plan reported $9M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,738 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Strategic Health Partners, Inc. Employee Stock Ownership Plan covers 115 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $9M.

#10,738
in Healthcare & Social Assistance (17,684 peers)
+110.7%
assets growth YoY

Strategic Health Partners, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Strategic Health Partners, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,523,858 Top 45% higher than 55% 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

Strategic Health Partners, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategic Health Partners, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strategic Health Partners, Inc. Employee Stock Ownership Plan reported net income rose from -$21M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Strategic Health Partners, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Strategic Health Partners, Inc. Employee Stock Ownership Plan reported participants fell from 135 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 883975274 · Strategic Health Partners, Inc. PY 2023 · ESOP

Strategic Health Partners, Inc. Employee Stock Ownership Plan · $9M · 115 · 55th

  • ASSETS $9M
  • PCT 115
  • EIN 55th
  • RANK ESOP
  • PHOTO near Water Tech, Inc. Employee Stock Ownership Plan
  • IND ind #10738

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 Georgia →

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

Cryomech, Inc. Employee Stock Ownership PlanCryomech, Inc. Employee Stoc…$9MTrs Group, Inc. Employee Stock Ownership Plan and TrustTrs Group, Inc. Employee Sto…$9MCornerstone Employee Stock Ownership PlanCornerstone Employee Stock O…$9MStrategic Health Partners, Inc. Employee Stock Ownership PlanStrategic Health Partners, I…$9MWater Tech, Inc. Employee Stock Ownership PlanWater Tech, Inc. Employee St…$9M
End-of-year total assets ($M) among Strategic Health Partners, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$15M
Net Income$6M
Employer EIN883975274
Plan Effective Date2022-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategic Health Partners, Inc.)

Sponsor-wide plan assets over time

All Strategic Health Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 153.4688422533039% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $16.5M $41.9M ▲ +153.5%
Year Plans Participants Total Assets
2022 2 232 $17M
2023 2 237 $28M
2024 2 205 $42M

Nearby ESOP Plans in Georgia

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

Strategic Health Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Strategic Health Partners, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.523858 · Participants: 115Strategic Health Partners, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Strategic Health Partners, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Strategic Health Partners, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is Water Tech, Inc. Employee Stock Ownership Plan in AR ($9M); by covered participants it is Midan Marketing Inc. Employee Stock Ownership Plan in NC (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Strategic Health Partners, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Strategic Health Partners, Inc. Employee Stock Ownership Plan surged - up 110.7% during 2023, from $4M to $9M. Reported net income was $6M.
How have Strategic Health Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Health Partners, Inc.'s sponsor-wide assets grew 153.5%, from $17M to $42M.
Which ESOP plans are similar in size to Strategic Health Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Water Tech, Inc. Employee Stock Ownership Plan in AR ($9M, 168 participants).
Which ESOP plans cover a similar participant headcount to Strategic Health Partners, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Midan Marketing Inc. Employee Stock Ownership Plan in NC (115 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 883975274.

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.