ESOP · DOL Form 5500 · 2024

Strategic Health Partners, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
90
Participants Small participant base
68th
Percentile by assets National rank
$197,372
Avg per participant Above 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

$18M in assets, 90 participants

Strategic Health Partners, Inc.'s Strategic Health Partners, Inc. Employee Stock Ownership Plan reported $18M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,305 in Healthcare & Social Assistance (16,916 peers)

Strategic Health Partners, Inc. multi-year trail

Strategic Health Partners, Inc.'s plans moved +153.5% in assets from 2022 to 2024; this filing shows Strategic Health Partners, Inc. Employee Stock Ownership Plan at $18M / 90 participants.

#12,305
in Healthcare & Social Assistance (16,916 peers)
+108.4%
assets growth YoY

Strategic Health Partners, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,763,462 Top 32% higher than 68% of 123,620 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 2024

Strategic Health Partners, Inc. 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. Strategic Health Partners, Inc. Employee Stock Ownership Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Strategic Health Partners, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Strategic Health Partners, Inc. Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Strategic Health Partners, Inc. Employee Stock Ownership Plan reported participants fell from 115 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 883975274 · Strategic Health Partners, Inc. PY 2024 · ESOP

Strategic Health Partners, Inc. Employee Stock Ownership Plan · $18M · 90 · 68th

  • SCH $18M
  • SCH 90
  • SCH 68th
  • SCH ESOP
  • SCH near Regal Service Employee Stock Ownership Plan
  • SCH ind #12305

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

Roy's Holding's, Inc. Employee Stock Ownership PlanRoy's Holding's, Inc. Employ…$18MThe Bennington State Bank Employee Stock Ownership PlanThe Bennington State Bank Em…$18MStrategic Health Partners, Inc. Employee Stock Ownership PlanStrategic Health Partners, I…$18MRegal Service Employee Stock Ownership PlanRegal Service Employee Stock…$18MOne Source Equipment Rentals Employee Stock Ownership PlanOne Source Equipment Rentals…$18M
End-of-year total assets ($M) among Strategic Health Partners, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Strategic Health Partners, Inc. multi-year asset trail

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

Strategic Health Partners, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$5M
Net Income$10M
Employer EIN883975274
Plan Effective Date2022-09-30
Filing StatusFILING RECEIVED

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): 17.763462 · Participants: 90Strategic Health Partners, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 681.121519 · Participants: 1745Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 548.082498 · Participants: 494Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 522.430924 · Participants: 485Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 281.399754 · Participants: 488Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 230.799825 · Participants: 324Dixie 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 Regal Service Employee Stock Ownership Plan in NY ($18M); by covered participants it is Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan in MA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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.

Frequently Asked Questions

How did Strategic Health Partners, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Strategic Health Partners, Inc. Employee Stock Ownership Plan surged - up 108.4% during 2024, from $9M to $18M. Reported net income was $10M.
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 Regal Service Employee Stock Ownership Plan in NY ($18M, 97 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 Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan in MA (90 participants, $82M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.