Other
2023 plan-year Other DOL Form 5500

Akua Behavioral Health, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Akua Behavioral Health, Inc. · California · Healthcare & Social Assistance

What the 2023 filing shows

Akua Behavioral Health, Inc. Employee Stock Ownership Plan holds $886K for 127 participants — about $6,973 per participant, down 45.0% over the 2023 plan year.

$886K
total plan assets (2023 EOY)
127
covered participants
$6,973
avg assets per participant
-45.0%
assets change YoY

The plan reported a net loss of $724K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$886K
Participants
127
State
Industry
Healthcare & Social Assistance

What the Filing Says About Akua Behavioral Health, Inc. Employee Stock Ownership Plan

Akua Behavioral Health, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Akua Behavioral Health, Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $886K in total end-of-year assets and covers 127 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 465204199, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2023 to $886K at year-end — a decline of 45.0%. Net assets (after liabilities) closed the year at $-47,694,101, with reported net income of $-724,000 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$886K
Net Assets (End of Year)$-47,694,101
Net Income$-724,000
Plan TypeOther
Employer EIN465204199
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Akua Behavioral Health, Inc.)

Year Plans Participants Total Assets
2022 1 181 $2M
2023 1 127 $886K

Nearby Other Plans in California

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

Frequently Asked Questions

How much money is in the Akua Behavioral Health, Inc. Employee Stock Ownership Plan?
As of the 2023 Form 5500 filing, Akua Behavioral Health, Inc. Employee Stock Ownership Plan holds $886K in total assets with 127 participants. It is sponsored by Akua Behavioral Health, Inc..
What type of plan is Akua Behavioral Health, Inc. Employee Stock Ownership Plan?
Akua Behavioral Health, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 465204199.
Who sponsors the Akua Behavioral Health, Inc. Employee Stock Ownership Plan?
Akua Behavioral Health, Inc. Employee Stock Ownership Plan is sponsored by Akua Behavioral Health, Inc., located in California. The sponsor's EIN is 465204199 and the plan operates in the Healthcare & Social Assistance industry.
How did Akua Behavioral Health, Inc. Employee Stock Ownership Plan perform in 2023?
Akua Behavioral Health, Inc. Employee Stock Ownership Plan declined by 45.0% during 2023, moving from $2M to $886K in total assets. Net income was $-724,000.
Where can I find official filings for Akua Behavioral Health, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Akua Behavioral Health, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 465204199 or plan name at efast.dol.gov.
How does Akua Behavioral Health, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Akua Behavioral Health, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 465204199.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.