ESOP · DOL Form 5500 · 2024
Sterling Refrigeration Holding Company ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $38,687
- Avg per participant Low balance/head
Official DOL plan name: Sterling Refrigeration Employee Stock Ownership Plan · Sponsored by Sterling Refrigeration Holding Company · North Carolina · Professional & Technical Services
$1M in assets, 30 participants
Sterling Refrigeration Holding Company's Sterling Refrigeration Employee Stock Ownership Plan reported $1M in total assets and 30 participants in its 2024 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.
- #3,930 in Professional & Technical Services (20,173 peers)
Sterling Refrigeration Holding Company multi-year trail
Sterling Refrigeration Holding Company's plans moved +36.7% in assets from 2022 to 2024; this filing shows Sterling Refrigeration Employee Stock Ownership Plan at $1M / 30 participants.
- #3,930
- in Professional & Technical Services (20,173 peers)
- +25.3%
- assets growth YoY
Sterling Refrigeration Employee Stock Ownership Plan among the smaller filed plans by assets
Sterling Refrigeration Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,160,600 24th percentile higher than 24% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sterling Refrigeration Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling Refrigeration Employee Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sterling Refrigeration Employee Stock Ownership Plan reported net income rose from $107K in the plan year 2023 filing to $265K in the plan year 2024 filing.
- Sterling Refrigeration Employee Stock Ownership Plan end-of-year assets rose from $926K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Sterling Refrigeration Employee Stock Ownership Plan reported participants rose from 28 in the plan year 2023 filing to 30 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 812533707 · Sterling Refrigeration Holding Company PY 2024 · ESOP
Sterling Refrigeration Employee Stock Ownership Plan · $1M · 30 · 24th
- ASSETS $1M
- PCT 30
- EIN 24th
- RANK ESOP
- PHOTO near Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust
- IND ind #3930
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 North Carolina →
Sterling Refrigeration Employee Stock Ownership Plan in the asset neighbourhood
Sterling Refrigeration Holding Company multi-year asset trail
Sponsor-wide plan assets over time
All Sterling Refrigeration Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 36.68590272052762% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $849K |
| 2023 | 1 | 28 | $926K |
| 2024 | 1 | 30 | $1M |
Sterling Refrigeration Holding Company filing trail (2024)
| Total Assets (Beginning of Year) | $926K |
|---|---|
| Net Assets (End of Year) | $549K |
| Net Income | $265K |
| Employer EIN | 812533707 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,396
- Ecmd, Inc. Employee Stock Ownership Plan $154M · 969
- Precision Walls, Inc. Employee Stock Ownership Plan $143M · 1,228
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $133M · 279
- State Utility Contractors, Inc. Employee Stock Ownership Plan $123M · 158
Sterling Refrigeration Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust in IL ($1M); by covered participants it is ESOP Partners Employee Stock Ownership Plan in WI (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Neri Contractors & Excavators, Inc. Employee Stock Ownership Plan and Trust (IL) $1M · 1
- Employee Stock Ownership Plan of Select Healthcare, Inc. (GA) $1M · 374
- Air Conditioning & Heating Service Company Employee Stock Ownership Plan (NM) $1M · 7
- Agile Six Applications, Inc. Employee Stock Ownership Plan (CA) $1M · 116
Similar participant headcount
Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.