ESOP · DOL Form 5500 · 2023

Aqua Engineers, Inc. ESOP

Data updated 2026-08-25

$54M
Total assets Below avg plan size
99
Participants Small participant base
86th
Percentile by assets National rank
$540,575
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aqua Engineers, Inc. Employee Stock Ownership Plan · Sponsored by Aqua Engineers, Inc. · Hawaii · Administrative & Support Services

$54M in assets, 99 participants

Aqua Engineers, Inc.'s Aqua Engineers, Inc. Employee Stock Ownership Plan reported $54M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,074 in Administrative & Support Services (4,372 peers)

Where Aqua Engineers, Inc. Employee Stock Ownership Plan sits by assets

Aqua Engineers, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $54M for 99 participants (~$540,575/participant), up 8.0% in 2023.

#4,074
in Administrative & Support Services (4,372 peers)
+8.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Aqua Engineers, Inc. Employee Stock Ownership Plan's outsized position by total assets

Aqua Engineers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$53,516,964 Top 14% higher than 86% of 127,068 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 2023

Aqua Engineers, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aqua Engineers, Inc. Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aqua Engineers, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Aqua Engineers, Inc. Employee Stock Ownership Plan reported participants rose from 88 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • Aqua Engineers, Inc. Employee Stock Ownership Plan end-of-year assets rose from $50M in the plan year 2022 filing to $54M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990202762 · Aqua Engineers, Inc. PY 2023 · ESOP

Aqua Engineers, Inc. Employee Stock Ownership Plan · $54M · 99 · 86th

  • EOY $54M
  • EOY 99
  • EOY 86th
  • EOY ESOP
  • EOY near Owl's Head Alloys Employee Stock Ownership Plan
  • EOY ind #4074

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 Hawaii →

Aqua Engineers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Owl's Head Alloys Employee Stock Ownership PlanOwl's Head Alloys Employee S…$54MAqua Engineers, Inc. Employee Stock Ownership PlanAqua Engineers, Inc. Employe…$54MHalff Associates, Inc. Employee Stock Ownership Plan and TrustHalff Associates, Inc. Emplo…$53MSubzero Constructors, Inc. Employee Stock Ownership PlanSubzero Constructors, Inc. E…$53MChasse Enterprises, Inc Employee Stock Ownership PlanChasse Enterprises, Inc Empl…$53M
End-of-year total assets ($M) among Aqua Engineers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$51M
Net Income$4M
Employer EIN990202762
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aqua Engineers, Inc.)

Sponsor-wide plan assets over time

All Aqua Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 16.188876969254924% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $62.1M $72.1M ▲ +16.2%
Year Plans Participants Total Assets
2022 2 176 $62M
2023 2 196 $68M
2024 2 182 $72M

Nearby ESOP Plans in Hawaii

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

Aqua Engineers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 050010001500 406080100120140 Total assets ($M) Participants Aqua Engineers, Inc. Employee Stock Ownership Plan, Total assets ($M): 53.516964 · Participants: 99Aqua Engineers, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
Aqua Engineers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Aqua Engineers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Aqua Engineers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Owl's Head Alloys Employee Stock Ownership Plan in KY ($54M); by covered participants it is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aqua Engineers, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Aqua Engineers, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.0% during 2023, from $50M to $54M. Reported net income was $4M.
How have Aqua Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aqua Engineers, Inc.'s sponsor-wide assets grew 16.2%, from $62M to $72M.
Where does Aqua Engineers, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Aqua Engineers, Inc. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Aqua Engineers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Owl's Head Alloys Employee Stock Ownership Plan in KY ($54M, 168 participants).
Which ESOP plans cover a similar participant headcount to Aqua Engineers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Bemidji Employee Stock Ownership Plan and Trust in MN (99 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990202762.

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.