ESOP · DOL Form 5500 · 2024

Sterling Health Services, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
60
Participants Small participant base
27th
Percentile by assets National rank
$26,579
Avg per participant Low balance/head
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Official DOL plan name: Sterling Health Services, Inc. Employee Stock Ownership Plan · Sponsored by Sterling Health Services, Inc. · California · Administrative & Support Services

$2M in assets, 60 participants

Sterling Health Services, Inc.'s Sterling Health Services, Inc. Employee Stock Ownership Plan reported $2M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,234 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Sterling Health Services, Inc. Employee Stock Ownership Plan ranks #2,234 of 4,368 2024 filers by assets (1809% of the sector average)-$2M for 60 participants.

#2,234
in Administrative & Support Services (4,368 peers)
+0.0%
assets growth YoY

Sterling Health Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Sterling Health Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,594,719 27th percentile higher than 27% 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

Sterling Health Services, 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. Sterling Health Services, Inc. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sterling Health Services, Inc. Employee Stock Ownership Plan reported participants fell from 62 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 841637046 · Sterling Health Services, Inc. PY 2024 · ESOP

Sterling Health Services, Inc. Employee Stock Ownership Plan · $2M · 60 · 27th

  • EIN $2M
  • EIN 60
  • EIN 27th
  • EIN ESOP
  • EIN near Stack Holdings, Inc. Employee Stock Ownership Plan
  • EIN ind #2234

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 →

Sterling Health Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Paula Teacher & Associates Employee Stock Ownership PlanPaula Teacher & Associates E…$2MSterling Health Services, Inc. Employee Stock Ownership PlanSterling Health Services, In…$2MStack Holdings, Inc. Employee Stock Ownership PlanStack Holdings, Inc. Employe…$2MStack Holdings, Inc. Employee Stock Ownership PlanStack Holdings, Inc. Employe…$2MEmerson Management Company ESOPEmerson Management Company E…$2M
End-of-year total assets ($M) among Sterling Health Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Employer EIN841637046
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sterling Health Services, Inc.)

Sponsor-wide plan assets over time

All Sterling Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.757778797960032% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $2.12M $1.59M ▼ -25.0%
Year Plans Participants Total Assets
2022 1 65 $2M
2023 1 62 $2M
2024 1 60 $2M

Nearby ESOP Plans in California

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

Sterling Health Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Sterling Health Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001594719 · Participants: 60Sterling Health Services, Inc. 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
Sterling Health Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sterling Health Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sterling Health Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Stack Holdings, Inc. Employee Stock Ownership Plan in WI ($2M); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Sterling Health Services, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Sterling Health Services, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $2M to $2M.
How have Sterling Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Health Services, Inc.'s sponsor-wide assets declined 24.8%, from $2M to $2M.
Which ESOP plans are similar in size to Sterling Health Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stack Holdings, Inc. Employee Stock Ownership Plan in WI ($2M, 85 participants).
Which ESOP plans cover a similar participant headcount to Sterling Health Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants, $7M 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 841637046.

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.