ESOP · DOL Form 5500 · 2022

Koa Corporation ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
109
Participants Small participant base
71st
Percentile by assets National rank
$124,430
Avg per participant Near avg balance/head
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Official DOL plan name: Koa Corporation 401(k) Employee Stock Ownership Plan · Sponsored by Koa Corporation · California · Professional & Technical Services

$14M in assets, 109 participants

Koa Corporation's Koa Corporation 401(k) Employee Stock Ownership Plan reported $14M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,125 in Professional & Technical Services (21,562 peers)

Coverage in California

Koa Corporation 401(k) Employee Stock Ownership Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $14M.

#15,125
in Professional & Technical Services (21,562 peers)
-23.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Koa Corporation 401(k) Employee Stock Ownership Plan's outsized position by total assets

Koa Corporation 401(k) Employee Stock Ownership Plan vs every filed plan by assets

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

$13,562,888 Top 29% higher than 71% 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

Koa Corporation 401(k) Employee Stock Ownership Plan 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. Koa Corporation 401(k) Employee Stock Ownership Plan sits mid-pack in the medium band (109 participants).

DOL schedule card

Filing strip 954515908 · Koa Corporation PY 2022 · ESOP

Koa Corporation 401(k) Employee Stock Ownership Plan · $14M · 109 · 71st

  • PHOTO $14M
  • IND 109
  • EOY 71st
  • 5500 ESOP
  • ASSETS near Technical Associates of Georgia Employee Stock Ownership Plan
  • PCT ind #15125

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 →

Koa Corporation 401(k) Employee Stock Ownership Plan in the asset neighbourhood

Pile Dynamics, Inc. Employee Stock Ownership PlanPile Dynamics, Inc. Employee…$14MHelicopters, Inc. Employee Stock Ownership PlanHelicopters, Inc. Employee S…$14MD. Wilson Construction Company Employee Stock Ownership PlanD. Wilson Construction Compa…$14MTechnical Associates of Georgia Employee Stock Ownership PlanTechnical Associates of Geor…$14MKoa Corporation 401(k) Employee Stock Ownership PlanKoa Corporation 401(k) Emplo…$14M
End-of-year total assets ($M) among Koa Corporation 401(k) Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN954515908
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koa Corporation)

Sponsor-wide plan assets over time

All Koa Corporation plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $13.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 109 $14M
2023 1 103 $15M
2024 1 85 N/A

Nearby ESOP Plans in California

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

Koa Corporation 401(k) Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Koa Corporation 401(k) Employee Stock Ownership Plan, Total assets ($B): 0.013562888 · Participants: 109Koa Corporation 401(k) Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Koa Corporation 401(k) Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Koa Corporation 401(k) Employee Stock Ownership Plan side-by-side with 3 peers →

Koa Corporation 401(k) Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Technical Associates of Georgia Employee Stock Ownership Plan in GA ($14M); by covered participants it is Christian Brothers Automotive Corporation Employee Stock Ownership Plan in TX (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Koa Corporation 401(k) Employee Stock Ownership Plan assets move in 2022? ▼
Koa Corporation 401(k) Employee Stock Ownership Plan declined sharply - down 23.8% during 2022, from $18M to $14M. Reported net income was -$1M.
Which ESOP plans are similar in size to Koa Corporation 401(k) Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Technical Associates of Georgia Employee Stock Ownership Plan in GA ($14M, 194 participants).
Which ESOP plans cover a similar participant headcount to Koa Corporation 401(k) Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Christian Brothers Automotive Corporation Employee Stock Ownership Plan in TX (109 participants, $76M 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 954515908.

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.