Other · DOL Form 5500 · 2023

Aka Head Start, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
201
Participants Below avg headcount
57th
Percentile by assets National rank
$46,592
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#1,509
in Educational Services (3,735 peers)
+24.3%
assets growth YoY

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 2023 · DOL Form 5500

$9,365,056 Top 43% higher than 57% 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

Aka Head Start, Inc. Tax Sheltered Annuity among mid-size filed plans by headcount

Plan-year 2023 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 (201 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952565264 · Aka Head Start, Inc. PY 2023 · Other

Aka Head Start, Inc. Tax Sheltered Annuity · $9M · 201 · 57th

  • 5500 $9M
  • 5500 201
  • 5500 57th
  • 5500 Other
  • 5500 near Miles College Defined Contribution Plan
  • 5500 ind #1509

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

Pia Automation US Inc 401(k) Retirement PlanPia Automation US Inc 401(k)…$9MHillwood Estate, Museum & Gardens 403(b) PlanHillwood Estate, Museum & Ga…$9MAka Head Start, Inc. Tax Sheltered AnnuityAka Head Start, Inc. Tax She…$9MMiles College Defined Contribution PlanMiles College Defined Contri…$9M403b Thrift Plan for United Way for Southeastern Mi403b Thrift Plan for United …$9M
End-of-year total assets ($M) among Aka Head Start, Inc. Tax Sheltered Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN952565264
Plan Effective Date1988-09-01
Filing StatusFILING 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
$6M$8M$10M$12M 202220232024 $7.53M $11.1M ▲ +46.9%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Aka Head Start, Inc. Tax Sheltered Annuity, Total assets ($B): 0.009365056 · Participants: 201Aka Head Start, Inc. Tax Sheltered AnnuityStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Aka Head Start, Inc. Tax Sheltered Annuity vs. nearby Other plans in California, assets vs. participants
Compare Aka Head Start, Inc. Tax Sheltered Annuity side-by-side with 3 peers →

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 Miles College Defined Contribution Plan in AL ($9M); by covered participants it is Habitat for Humanity Retirement Savings Plan in NC (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 participants); asset peers above are excluded.

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 Aka Head Start, Inc. Tax Sheltered Annuity assets move in 2023? ▼
Aka Head Start, Inc. Tax Sheltered Annuity grew sharply - up 24.3% during 2023, from $8M to $9M. Reported net income was $2M.
How have Aka Head Start, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aka Head Start, Inc.'s sponsor-wide assets grew 46.8%, from $8M to $11M.
Which Other plans are similar in size to Aka Head Start, Inc. Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by assets is Miles College Defined Contribution Plan in AL ($9M, 118 participants).
Which Other plans cover a similar participant headcount to Aka Head Start, Inc. Tax Sheltered Annuity? ▼
Among Other plans in other states, the closest by covered participants is Habitat for Humanity Retirement Savings Plan in NC (201 participants, $5M 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 952565264.

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.