ESOP · DOL Form 5500 · 2022

Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
45
Participants Small participant base
39th
Percentile by assets National rank
$62,680
Avg per participant Low balance/head
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Official DOL plan name: Aquila Employee Stock Ownership Plan · Sponsored by Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila · New Mexico · Professional & Technical Services

$3M in assets, 45 participants

Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila's Aquila Employee Stock Ownership Plan reported $3M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,865 in Professional & Technical Services (21,562 peers)

2022 asset change

Aquila Employee Stock Ownership Plan pulled back noticeably 12.1% in 2022 ($3M → $3M) for 45 participants.

#7,865
in Professional & Technical Services (21,562 peers)
-12.1%
assets change YoY

The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aquila Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Aquila Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,820,614 39th percentile higher than 39% of 139,123 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 2022

Aquila Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aquila Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

DOL schedule card

Filing strip 990256665 · Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila PY 2022 · ESOP

Aquila Employee Stock Ownership Plan · $3M · 45 · 39th

  • 5500 $3M
  • 5500 45
  • 5500 39th
  • 5500 ESOP
  • 5500 near The Gledhill Road Machinery Co Employee Stock Ownership Plan
  • 5500 ind #7865

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 New Mexico →

Aquila Employee Stock Ownership Plan in the asset neighbourhood

Mifflinburg Bank and Trust Company Employee Stock Ownership PlanMifflinburg Bank and Trust C…$3MAquila Employee Stock Ownership PlanAquila Employee Stock Owners…$3MThe Gledhill Road Machinery Co Employee Stock Ownership PlanThe Gledhill Road Machinery …$3MFast Electrical Contractors, Inc. Employee Stock Ownership PlanFast Electrical Contractors,…$3MF. R. Bell & Associates Employee Stock Ownership PlanF. R. Bell & Associates Empl…$3M
End-of-year total assets ($M) among Aquila Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila years around the 2022 move

Sponsor-wide plan assets over time

All Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.4030937944717% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.82M $2.89M ▲ +2.5%
Year Plans Participants Total Assets
2022 1 45 $3M
2023 1 50 $2M
2024 1 47 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$782K
Net Income-$50K
Employer EIN990256665
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Mexico

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

Aquila Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600 Total assets ($M) Participants Aquila Employee Stock Ownership Plan, Total assets ($M): 2.820614 · Participants: 45Aquila Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 462.103687 · Participants: 1640Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 43.6561 · Participants: 131Ppic Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 22.609578 · Participants: 96Citizens Bank Employee Stock Ownership and Retirement Savings PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.165201 · Participants: 16Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanMiller Engineers, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.155084 · Participants: 241Miller Engineers, Inc. Employee Stock Ownership Plan
Aquila Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Aquila Employee Stock Ownership Plan side-by-side with 3 peers →

Aquila Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Mexico, the nearest ESOP by assets is The Gledhill Road Machinery Co Employee Stock Ownership Plan in OH ($3M); by covered participants it is Richards Agency, Inc. Employee Stock Ownership Plan in WI (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aquila Employee Stock Ownership Plan assets move in 2022? ▼
Aquila Employee Stock Ownership Plan pulled back noticeably - down 12.1% during 2022, from $3M to $3M. Reported net income was -$50K.
How have Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila's sponsor-wide assets grew 2.4%, from $3M to $3M.
Which ESOP plans are similar in size to Aquila Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Gledhill Road Machinery Co Employee Stock Ownership Plan in OH ($3M, 23 participants).
Which ESOP plans cover a similar participant headcount to Aquila Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Richards Agency, Inc. Employee Stock Ownership Plan in WI (45 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990256665.

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.