ESOP · DOL Form 5500 · 2023

Aha Consulting Engineers, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
135
Participants Small participant base
31st
Percentile by assets National rank
$15,952
Avg per participant Low balance/head
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Official DOL plan name: Aha Consulting Engineers , Inc Employee Stock Ownership Plan · Sponsored by Aha Consulting Engineers, Inc. · Massachusetts · Professional & Technical Services

$2M in assets, 135 participants

Aha Consulting Engineers, Inc.'s Aha Consulting Engineers , Inc Employee Stock Ownership Plan reported $2M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,571 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Aha Consulting Engineers , Inc Employee Stock Ownership Plan covers 135 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $2M.

#5,571
in Professional & Technical Services (20,321 peers)
+236.5%
assets growth YoY

Aha Consulting Engineers , Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Aha Consulting Engineers , Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$2,153,466 31st percentile higher than 31% 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

Aha Consulting Engineers , Inc Employee Stock Ownership Plan 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. Aha Consulting Engineers , Inc Employee Stock Ownership Plan sits mid-pack in the medium band (135 participants).

Plan-year Form 5500 strip

Filing strip 043130168 · Aha Consulting Engineers, Inc. PY 2023 · ESOP

Aha Consulting Engineers , Inc Employee Stock Ownership Plan · $2M · 135 · 31st

  • EBSA $2M
  • EBSA 135
  • EBSA 31st
  • EBSA ESOP
  • EBSA near West Plains Bancshares Employee Stock Ownership Plan
  • EBSA ind #5571

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 Massachusetts →

Aha Consulting Engineers , Inc Employee Stock Ownership Plan in the asset neighbourhood

Capacity Interactive Employee Stock Ownership PlanCapacity Interactive Employe…$2MCivilworks Holdings, Inc. Employee Stock Ownership 401(k) PlanCivilworks Holdings, Inc. Em…$2MAha Consulting Engineers , Inc Employee Stock Ownership PlanAha Consulting Engineers , I…$2MWest Plains Bancshares Employee Stock Ownership PlanWest Plains Bancshares Emplo…$2MHand Construction Co., Inc. Employee Stock Ownership PlanHand Construction Co., Inc. …$2M
End-of-year total assets ($M) among Aha Consulting Engineers , Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$640K
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN043130168
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aha Consulting Engineers, Inc.)

Sponsor-wide plan assets over time

All Aha Consulting Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 55.817087753511% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $29.7M $46.2M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 114 $30M
2023 2 267 $37M
2024 2 218 $46M

Nearby ESOP Plans in Massachusetts

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

Aha Consulting Engineers , Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Aha Consulting Engineers , Inc Employee Stock Ownership Plan, Total assets ($M): 2.153466 · Participants: 135Aha Consulting Engineers , Inc Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Aha Consulting Engineers , Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Aha Consulting Engineers , Inc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is West Plains Bancshares Employee Stock Ownership Plan in MO ($2M); by covered participants it is Badger Corrugating Employee Stock Ownership Plan in WI (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Aha Consulting Engineers , Inc Employee Stock Ownership Plan assets move in 2023? ▼
Aha Consulting Engineers , Inc Employee Stock Ownership Plan surged - up 236.5% during 2023, from $640K to $2M. Reported net income was $2M.
How have Aha Consulting Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aha Consulting Engineers, Inc.'s sponsor-wide assets grew 55.8%, from $30M to $46M.
Which ESOP plans are similar in size to Aha Consulting Engineers , Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is West Plains Bancshares Employee Stock Ownership Plan in MO ($2M, 91 participants).
Which ESOP plans cover a similar participant headcount to Aha Consulting Engineers , Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Badger Corrugating Employee Stock Ownership Plan in WI (135 participants, $14M 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 043130168.

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.