ESOP · DOL Form 5500 · 2024

Strategies to Empower People, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
494
Participants Below avg headcount
28th
Percentile by assets National rank
$3,660
Avg per participant Low balance/head
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Official DOL plan name: Strategies to Empower People Employee Stock Ownership Plan · Sponsored by Strategies to Empower People, Inc. · California · Healthcare & Social Assistance

$2M in assets, 494 participants

Strategies to Empower People, Inc.'s Strategies to Empower People Employee Stock Ownership Plan reported $2M in total assets and 494 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,413 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Strategies to Empower People Employee Stock Ownership Plan surged 68.5% in 2024 ($1M → $2M) for 494 participants.

#4,413
in Healthcare & Social Assistance (16,916 peers)
+68.5%
assets growth YoY

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 2024 · DOL Form 5500

$1,808,262 28th percentile higher than 28% 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

Strategies to Empower People Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 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 (494 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Strategies to Empower People Employee Stock Ownership Plan reported net income rose from -$955K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Strategies to Empower People Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Strategies to Empower People Employee Stock Ownership Plan reported participants rose from 447 in the plan year 2023 filing to 494 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680361600 · Strategies to Empower People, Inc. PY 2024 · ESOP

Strategies to Empower People Employee Stock Ownership Plan · $2M · 494 · 28th

  • SCH $2M
  • SCH 494
  • SCH 28th
  • SCH ESOP
  • SCH near Densand Inc Employee Stock Ownership Plan
  • SCH ind #4413

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 Employee Stock Ownership PlanStrategies to Empower People…$2MDensand Inc Employee Stock Ownership PlanDensand Inc Employee Stock O…$2MSpeer Financial, Inc. Employee Stock Ownership Plan and TrustSpeer Financial, Inc. Employ…$2MElectro Power Inc. Employee Stock Ownership PlanElectro Power Inc. Employee …$2MDix.Hite ESOP and Trust$2M
End-of-year total assets ($M) among Strategies to Empower People Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Strategies to Empower People, Inc. years around the 2024 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
$10M$10.5M$11M$11.5M 202220232024 $10.9M $10.4M ▼ -4.4%
Year Plans Participants Total Assets
2022 2 826 $11M
2023 2 914 $11M
2024 2 938 $10M

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$5M
Net Income$1M
Employer EIN680361600
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Strategies to Empower People Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Strategies to Empower People Employee Stock Ownership Plan, Total assets ($B): 0.001808262 · Participants: 494Strategies to Empower People Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Strategies to Empower People Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Strategies to Empower People Employee Stock Ownership Plan side-by-side with 3 peers →

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 Densand Inc Employee Stock Ownership Plan in CO ($2M); by covered participants it is Choate Construction Company Employee Stock Ownership Plan in GA (494 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (494 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 Strategies to Empower People Employee Stock Ownership Plan assets move in 2024? ▼
Strategies to Empower People Employee Stock Ownership Plan surged - up 68.5% during 2024, from $1M to $2M. Reported net income was $1M.
How have Strategies to Empower People, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategies to Empower People, Inc.'s sponsor-wide assets declined 4.3%, from $11M to $10M.
Which ESOP plans are similar in size to Strategies to Empower People Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Densand Inc Employee Stock Ownership Plan in CO ($2M, 8 participants).
Which ESOP plans cover a similar participant headcount to Strategies to Empower People Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Choate Construction Company Employee Stock Ownership Plan in GA (494 participants, $548M 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 680361600.

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.