Other · DOL Form 5500 · 2024
Aka Head Start, Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 197
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $56,125
- Avg per participant Low balance/head
Official DOL plan name: Aka Head Start, Inc. Tax Sheltered Annuity · Sponsored by Aka Head Start, Inc. · California · Educational Services
$11M in assets, 197 participants
Aka Head Start, Inc.'s Aka Head Start, Inc. Tax Sheltered Annuity reported $11M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #1,484 in Educational Services (3,638 peers)
Coverage in California
Aka Head Start, Inc. Tax Sheltered Annuity covers 197 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $11M.
- #1,484
- in Educational Services (3,638 peers)
- +18.1%
- 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 2024 · DOL Form 5500
$11,056,682 Top 42% higher than 58% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Aka Head Start, Inc. Tax Sheltered Annuity among mid-size filed plans by headcount
Plan-year 2024 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 (197 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aka Head Start, Inc. Tax Sheltered Annuity end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Aka Head Start, Inc. Tax Sheltered Annuity reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Aka Head Start, Inc. Tax Sheltered Annuity reported participants fell from 201 in the plan year 2023 filing to 197 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 952565264 · Aka Head Start, Inc. PY 2024 · Other
Aka Head Start, Inc. Tax Sheltered Annuity · $11M · 197 · 58th
- RANK $11M
- RANK 197
- RANK 58th
- RANK Other
- RANK near Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Maria College
- RANK ind #1484
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
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 952565264 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING 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
| 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.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
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 Tiaa-Cref Tax Deferred Annuity Plan for All Employees of Maria College in NY ($11M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. 403(b) Defined Contribution Plan in FL (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.
- Early Learning Coalition of Palm Beach County, Inc. 403(b) Defined Contribution Plan (FL) 197 · 0 off
- Davis & Elkins College Defined Contribution Retirement Plan (WV) 197 · 0 off
- 403(b) Thrift Plan of Laurel View Village (PA) 197 · 0 off
- Communities in Schools of Nevada, Inc. 403b Plan (NV) 197 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.