Other · DOL Form 5500 · 2023
Aka Head Start, Inc. Retirement Plan
Data updated 2026-08-11
- $9M
- Total assets
- 201
- Participants
- 57th
- Percentile by assets
- $46,592
- Avg per participant
Official DOL plan name: Aka Head Start, Inc. Tax Sheltered Annuity · Sponsored by Aka Head Start, Inc. · California · Educational Services
$9M in assets, 201 participants
Aka Head Start, Inc.'s Aka Head Start, Inc. Tax Sheltered Annuity reported $9M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 127,072 plans)
- #1,509 in Educational Services (3,735 peers)
Coverage in California
Aka Head Start, Inc. Tax Sheltered Annuity covers 201 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $9M.
- $9M
- total plan assets (2023 EOY)
- 201
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $46,592
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aka Head Start, Inc. Tax Sheltered Annuity reported net income rose from -$798K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Aka Head Start, Inc. Tax Sheltered Annuity end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Aka Head Start, Inc. Tax Sheltered Annuity reported participants fell from 229 in the plan year 2022 filing to 201 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Aka Head Start, Inc. Tax Sheltered Annuity reports 201 participants - about 32% of that state average ($9M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 952565264 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aka Head Start, Inc.)
| 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.
Aka Head Start, Inc. Tax Sheltered Annuity vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Similar-Sized Other Plans Nationally
Other plans in other states closest to Aka Head Start, Inc. Tax Sheltered Annuity by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Aka Head Start, Inc. Tax Sheltered Annuity's numbers.
- By total assets, Aka Head Start, Inc. Tax Sheltered Annuity ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Aka Head Start, Inc.'s sponsor-wide assets have grown 46.8% since 2022 across 3 plan years on file. More Educational Services plans