ESOP · DOL Form 5500 · 2024

Sterling Health Services, Inc. ESOP

Data updated 2026-08-11

$2M
Total assets
60
Participants
27th
Percentile by assets
$26,579
Avg per participant
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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.

  • 27th percentile by assets (of 123,622 plans)
  • #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.

$2M
total plan assets (2024 EOY)
60
covered participants
27th
percentile by assets (of 123,622 plans)
$26,579
avg assets per participant

Where Sterling Health Services, Inc. Employee Stock Ownership Plan sits by total 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 $2,010,000,000 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

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 →

State
California
Industry
Administrative & Support Services

Rank #2,234 in Administrative & Support Services

Among 4,368 Administrative & Support Services plans that filed a Form 5500 for plan year 2024, Sterling Health Services, Inc. Employee Stock Ownership Plan ranks #2,234 by end-of-year assets - about 1809% of the sector average of $29M. Nationally it sits in the 27th percentile, a stronger position within its industry than across all filers.

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.)

$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $2.12M $1.59M ▼ -25.0%
Total plan assets by year, all Sterling Health Services, Inc. plans on file
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 ($B) Participants Sterling Health Serv…, Total assets ($B): 0.001594719 · Participants: 60Sterling Health Serv…Parsons Employee Sto…, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, I…Ecc Employee Stock O…, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock O…Agron, Inc. Employee…, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee…
Sterling Health Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sterling Health Services, Inc. Employee … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Sterling Health Services, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Sterling Health Services, Inc. Employee …

Filing takeaways

Ways to act on Sterling Health Services, Inc. Employee Stock Ownership Plan's numbers.

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.