ESOP · DOL Form 5500 · 2023

Akua Behavioral Health, Inc. ESOP

Data updated 2026-08-25

$886K
Total assets Small plan by assets
127
Participants Small participant base
23rd
Percentile by assets National rank
$6,973
Avg per participant Low balance/head
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Official DOL plan name: Akua Behavioral Health, Inc. Employee Stock Ownership Plan · Sponsored by Akua Behavioral Health, Inc. · California · Healthcare & Social Assistance

$886K in assets, 127 participants

Akua Behavioral Health, Inc.'s Akua Behavioral Health, Inc. Employee Stock Ownership Plan reported $886K in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,225 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Akua Behavioral Health, Inc. Employee Stock Ownership Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $886K.

#3,225
in Healthcare & Social Assistance (17,684 peers)
-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.

Akua Behavioral Health, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Akua Behavioral Health, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$885,630 23rd percentile higher than 23% 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

Akua Behavioral Health, 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. Akua Behavioral Health, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Akua Behavioral Health, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$724K in the plan year 2023 filing.
  • Akua Behavioral Health, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $886K in the plan year 2023 filing.
  • Akua Behavioral Health, Inc. Employee Stock Ownership Plan reported participants fell from 181 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 465204199 · Akua Behavioral Health, Inc. PY 2023 · ESOP

Akua Behavioral Health, Inc. Employee Stock Ownership Plan · $886K · 127 · 23rd

  • PCT $886K
  • PCT 127
  • PCT 23rd
  • PCT ESOP
  • PCT near Heb Engineers, Inc. Employee Stock Ownership Plan
  • PCT ind #3225

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 California →

Akua Behavioral Health, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Akua Behavioral Health, Inc. Employee Stock Ownership PlanAkua Behavioral Health, Inc.…$886KHeb Engineers, Inc. Employee Stock Ownership PlanHeb Engineers, Inc. Employee…$887KBastian Trucking, Inc Employee Stock Ownership PlanBastian Trucking, Inc Employ…$887KWaymatic, Inc. Employee Stock Ownership PlanWaymatic, Inc. Employee Stoc…$888KR.F. Carlson Company Employee Stock Ownership PlanR.F. Carlson Company Employe…$880K
End-of-year total assets ($M) among Akua Behavioral Health, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$48M
Net Income-$724K
Employer EIN465204199
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Akua Behavioral Health, Inc.)

Sponsor-wide plan assets over time

All Akua Behavioral Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$246K 84.73997129775167% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.61M $0.25M ▼ -84.5%
Year Plans Participants Total Assets
2022 1 181 $2M
2023 1 127 $886K
2024 1 203 $246K

Nearby ESOP Plans in California

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

Akua Behavioral Health, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Akua Behavioral Health, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00088563 · Participants: 127Akua Behavioral Health, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Akua Behavioral Health, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Akua Behavioral Health, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Akua Behavioral Health, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Heb Engineers, Inc. Employee Stock Ownership Plan in NH ($887K); by covered participants it is First Bank Employee Stock Ownership Plan in AK (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Akua Behavioral Health, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Akua Behavioral Health, Inc. Employee Stock Ownership Plan contracted severely - down 45.0% during 2023, from $2M to $886K. Reported net income was -$724K.
How have Akua Behavioral Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Akua Behavioral Health, Inc.'s sponsor-wide assets declined 84.7%, from $2M to $246K.
Where does Akua Behavioral Health, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Akua Behavioral Health, Inc. Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Akua Behavioral Health, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Heb Engineers, Inc. Employee Stock Ownership Plan in NH ($887K, 26 participants).
Which ESOP plans cover a similar participant headcount to Akua Behavioral Health, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Bank Employee Stock Ownership Plan in AK (127 participants, $6M 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 465204199.

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.