ESOP · DOL Form 5500 · 2023
Strategies to Empower People, Inc. ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 447
- Participants Below avg headcount
- 24th
- Percentile by assets National rank
- $2,400
- Avg per participant Low balance/head
Official DOL plan name: Strategies to Empower People Employee Stock Ownership Plan · Sponsored by Strategies to Empower People, Inc. · California · Healthcare & Social Assistance
$1M in assets, 447 participants
Strategies to Empower People, Inc.'s Strategies to Empower People Employee Stock Ownership Plan reported $1M in total assets and 447 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,572 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Strategies to Empower People Employee Stock Ownership Plan contracted severely 56.7% in 2023 ($2M → $1M) for 447 participants.
- #3,572
- in Healthcare & Social Assistance (17,684 peers)
- -56.7%
- assets change YoY
The plan reported a net loss of $955K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Strategies to Empower People Employee Stock Ownership Plan among the smaller filed plans by assets
Strategies to Empower People Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,072,924 24th percentile higher than 24% 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
Strategies to Empower People 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. Strategies to Empower People Employee Stock Ownership Plan sits mid-pack in the medium band (447 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Strategies to Empower People 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.
- Strategies to Empower People Employee Stock Ownership Plan reported net income fell from -$904K in the plan year 2022 filing to -$955K in the plan year 2023 filing.
- Strategies to Empower People Employee Stock Ownership Plan reported participants fell from 453 in the plan year 2022 filing to 447 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 680361600 · Strategies to Empower People, Inc. PY 2023 · ESOP
Strategies to Empower People Employee Stock Ownership Plan · $1M · 447 · 24th
- PART $1M
- PART 447
- PART 24th
- PART ESOP
- PART near Pieper-Houston Electric Employee Stock Ownership Plan
- PART ind #3572
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 →
Strategies to Empower People Employee Stock Ownership Plan in the asset neighbourhood
Strategies to Empower People, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Strategies to Empower People, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 4.326729585498819% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 826 | $11M |
| 2023 | 2 | 914 | $11M |
| 2024 | 2 | 938 | $10M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$6M |
| Net Income | -$955K |
| Employer EIN | 680361600 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Strategies to Empower People Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Pieper-Houston Electric Employee Stock Ownership Plan in TX ($1M); by covered participants it is Bnbuilders, Inc. Employee Stock Ownership Plan in WA (447 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (447 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.