Other · DOL Form 5500 · 2022
Aka Head Start, Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 229
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $32,894
- Avg per participant Low balance/head
Official DOL plan name: Aka Head Start, Inc. Tax Sheltered Annuity · Sponsored by Aka Head Start, Inc. · California · Educational Services
$8M in assets, 229 participants
Aka Head Start, Inc.'s Aka Head Start, Inc. Tax Sheltered Annuity reported $8M in total assets and 229 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #1,706 in Educational Services (4,024 peers)
Coverage in California
Aka Head Start, Inc. Tax Sheltered Annuity covers 229 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $8M.
- #1,706
- in Educational Services (4,024 peers)
- -9.6%
- assets change YoY
The plan reported a net loss of $798K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aka Head Start, Inc. Tax Sheltered Annuity's mid-pack asset rank among Educational Services and all filers
Aka Head Start, Inc. Tax Sheltered Annuity vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,532,728 Top 41% higher than 59% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Aka Head Start, Inc. Tax Sheltered Annuity among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aka Head Start, Inc. Tax Sheltered Annuity sits mid-pack in the medium band (229 participants).
Plan-year Form 5500 strip
Filing strip 952565264 · Aka Head Start, Inc. PY 2022 · Other
Aka Head Start, Inc. Tax Sheltered Annuity · $8M · 229 · 59th
- BOOK $8M
- BOOK 229
- BOOK 59th
- BOOK Other
- BOOK near 403(b) Thrift Plan of Hamilton-Madison House, Inc.
- BOOK ind #1706
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 Educational Services retirement plans → · Plans in California →
Aka Head Start, Inc. Tax Sheltered Annuity in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$798K |
| Employer EIN | 952565264 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aka Head Start, Inc.)
Sponsor-wide plan assets over time
All Aka Head Start, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 46.78190955521028% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 229 | $8M |
| 2023 | 1 | 201 | $9M |
| 2024 | 1 | 197 | $11M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Aka Head Start, Inc. Tax Sheltered Annuity's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan of Hamilton-Madison House, Inc. in NY ($8M); by covered participants it is Community Action Partnership of Mid-Nebraska 403(b) Plan in NE (229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.
- Community Action Partnership of Mid-Nebraska 403(b) Plan (NE) 229 · 0 off
- Springside Chestnut Hill Academy 403(b) Retirement Plan (PA) 229 · 0 off
- Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan (PA) 229 · 0 off
- Industries for the Blind and Visually Impaired, Inc. Retirement Savings Plan (WI) 229 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.