Defined Benefit (Pension) · DOL Form 5500 · 2023

Stella Orton Home Care Agency, Inc. Pension Plan

Data updated 2026-08-25

$364K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$182,245
Avg per participant Above avg balance/head
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Official DOL plan name: Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan · Sponsored by Stella Orton Home Care Agency, Inc. · New York · Healthcare & Social Assistance

$364K in assets, 2 participants

Stella Orton Home Care Agency, Inc.'s Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan reported $364K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,909 in Healthcare & Social Assistance (17,684 peers)

Stella Orton Home Care Agency, Inc. multi-year trail

Stella Orton Home Care Agency, Inc.'s plans moved +11.1% in assets from 2022 to 2024; this filing shows Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan at $364K / 2 participants.

#1,909
in Healthcare & Social Assistance (17,684 peers)
+5.5%
assets growth YoY

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan among the smaller filed plans by assets

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan vs every filed plan by assets

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

$364,490 15th percentile higher than 15% 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

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement 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. Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan reported net income rose from $8K in the plan year 2022 filing to $19K in the plan year 2023 filing.
  • Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan end-of-year assets rose from $345K in the plan year 2022 filing to $364K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133137595 · Stella Orton Home Care Agency, Inc. PY 2023 · Defined Benefit (Pension)

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan · $364K · 2 · 15th

  • 5500 $364K
  • 5500 2
  • 5500 15th
  • 5500 Defined Benefit (Pension)
  • 5500 near Enerfab, Inc. Pension Plan No. 2
  • 5500 ind #1909

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan in the asset neighbourhood

Maintenance Employees Teamsters Local 416 of Cleveland Pension PlanMaintenance Employees Teamst…$367KStella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement PlanStella Orton Home Care Agenc…$364KEnerfab, Inc. Pension Plan No. 2Enerfab, Inc. Pension Plan N…$362KMillwrights & M.E.L.U. 1545 Pension PlanMillwrights & M.E.L.U. 1545 …$360KMcnaughton-Mckay Elec Co Employee's Ret. PlanMcnaughton-Mckay Elec Co Emp…$360K
End-of-year total assets ($M) among Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Stella Orton Home Care Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stella Orton Home Care Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$384K 11.1175757154725% vs 2022
2024 filing year
$0.34M$0.35M$0.36M$0.37M$0.38M$0.39M 202220232024 $0.35M $0.38M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 2 $345K
2023 1 2 $364K
2024 1 2 $384K

Stella Orton Home Care Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$345K
Net Assets (End of Year)$364K
Net Income$19K
Employer EIN133137595
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan, Total assets ($B): 0.00036449 · Participants: 2Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan side-by-side with 3 peers →

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Enerfab, Inc. Pension Plan No. 2 in OH ($362K); by covered participants it is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan assets move in 2023? ▼
Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan grew at a solid clip - up 5.5% during 2023, from $345K to $364K. Reported net income was $19K.
How have Stella Orton Home Care Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stella Orton Home Care Agency, Inc.'s sponsor-wide assets grew 11.1%, from $345K to $384K.
Where does Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan rank by assets among Form 5500 filers? ▼
Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan ranks in the 15th 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 Defined Benefit (Pension) plans are similar in size to Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Enerfab, Inc. Pension Plan No. 2 in OH ($362K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants, $619K 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 133137595.

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.