Defined Benefit (Pension) · DOL Form 5500 · 2024

Stella Orton Home Care Agency, Inc. Pension Plan

Data updated 2026-08-25

$384K
Total assets Small plan by assets: 2
Participants Small participant base: 16th
Percentile by assets National rank: $191,940
Avg per participant Above avg balance/head

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Official DOL plan name: Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan · Sponsored by Stella Orton Home Care Agency, Inc. · New York · Healthcare & Social Assistance

$384K in assets, 2 participants

Stella Orton Home Care Agency, Inc.'s Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan reported $384K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

#1,881 in Healthcare & Social Assistance (16,916 peers)

Stella Orton Home Care Agency, Inc. multi-year trail

Stella Orton Home Care Agency, Inc.'s plans moved +11.1% in assets from 2022 to 2024; this filing shows Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan at $384K / 2 participants.

#1,881
in Healthcare & Social Assistance (16,916 peers): +5.3%
assets growth YoY

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan among the smaller filed plans by assets

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan vs every filed plan by assets

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

$383,879 16th percentile higher than 16% 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

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan end-of-year assets rose from $364K in the plan year 2023 filing to $384K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133137595 · Stella Orton Home Care Agency, Inc. PY 2024 · Defined Benefit (Pension)

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan · $384K · 2 · 16th

EIN $384K
EIN 2
EIN 16th
EIN Defined Benefit (Pension)
EIN near Lbk Enterprise LLC Cash Balance Plan
EIN ind #1881

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

End-of-year total assets ($M) among Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Stella Orton Home Care Agency, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $384K 11.1175757154725% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$345K
2023	1	2	$364K
2024	1	2	$384K

Stella Orton Home Care Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$364K
Net Assets (End of Year)	$384K
Net Income	$19K
Employer EIN	133137595
Plan Effective Date	1992-07-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan side-by-side with 3 peers →

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Lbk Enterprise LLC Cash Balance Plan in CA ($386K); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($384K here).

Lbk Enterprise LLC Cash Balance Plan (CA) $386K · 5
Thomas K. Manolis, D. D. S. , Ltd. Retirement Plan and Trust (IL) $390K · 3
E & J Sales and Marketing, LLC Cash Balance Plan (NJ) $371K · 5
International Union of Tool Die and Mold Makers Pension Plan (NJ) $402K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Avh Enterprises, Inc. Retirement Plan (VA) 2 · 0 off
Tres Rios Retirement Plan Trust (PR) 2 · 0 off
Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
Marriagemax, Inc. Defined Benefit Plan & Trust (MD) 2 · 0 off

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 Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan assets move in 2024? ▼

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan grew at a solid clip - up 5.3% during 2024, from $364K to $384K. Reported net income was $19K.

How have Stella Orton Home Care Agency, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stella Orton Home Care Agency, Inc.'s sponsor-wide assets grew 11.1%, from $345K to $384K.

Where does Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan rank by assets among Form 5500 filers? ▼

Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Lbk Enterprise LLC Cash Balance Plan in CA ($386K, 5 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Stella Orton Home Care Agency, Inc. Employees' Defined Benefit Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 participants, N/A 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 133137595.