ESOP · DOL Form 5500 · 2023

Koa Corporation ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
103
Participants Small participant base
67th
Percentile by assets National rank
$142,954
Avg per participant Near avg balance/head
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Official DOL plan name: Koa Corporation 401(k) Plan · Sponsored by Koa Corporation · California · Professional & Technical Services

$15M in assets, 103 participants

Koa Corporation's Koa Corporation 401(k) Plan reported $15M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,435 in Professional & Technical Services (20,321 peers)

Coverage in California

Koa Corporation 401(k) Plan covers 103 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $15M.

#13,435
in Professional & Technical Services (20,321 peers)
+8.6%
assets growth YoY

Koa Corporation 401(k) Plan's outsized position by total assets

Koa Corporation 401(k) Plan vs every filed plan by assets

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

$14,724,273 Top 33% higher than 67% 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

Koa Corporation 401(k) 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. Koa Corporation 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Koa Corporation 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Koa Corporation 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Koa Corporation 401(k) Plan reported participants fell from 109 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954515908 · Koa Corporation PY 2023 · ESOP

Koa Corporation 401(k) Plan · $15M · 103 · 67th

  • VS-ST $15M
  • BOY 103
  • SCH 67th
  • EBSA ESOP
  • PART near Valkyrie Enterprises, Inc. Employee Stock Ownership Plan
  • TYPE ind #13435

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 →

Koa Corporation 401(k) Plan in the asset neighbourhood

Lantana Consulting Group Employee Stock Ownership PlanLantana Consulting Group Emp…$15MValkyrie Enterprises, Inc. Employee Stock Ownership PlanValkyrie Enterprises, Inc. E…$15MKoa Corporation 401(k) Plan$15MJasa Employee Stock Ownership PlanJasa Employee Stock Ownershi…$15MPrecision Metal Industries, Inc. ESOP 2012Precision Metal Industries, …$15M
End-of-year total assets ($M) among Koa Corporation 401(k) Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN954515908
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Koa Corporation)

Sponsor-wide plan assets over time

All Koa Corporation plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $13.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 109 $14M
2023 1 103 $15M
2024 1 85 N/A

Nearby ESOP Plans in California

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

Koa Corporation 401(k) Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Koa Corporation 401(k) Plan, Total assets ($B): 0.014724273 · Participants: 103Koa Corporation 401(k) 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
Koa Corporation 401(k) Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Koa Corporation 401(k) Plan side-by-side with 3 peers →

Koa Corporation 401(k) Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Valkyrie Enterprises, Inc. Employee Stock Ownership Plan in VA ($15M); by covered participants it is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Koa Corporation 401(k) Plan assets move in 2023? ▼
Koa Corporation 401(k) Plan grew at a solid clip - up 8.6% during 2023, from $14M to $15M. Reported net income was $1M.
Which ESOP plans are similar in size to Koa Corporation 401(k) Plan? ▼
Among ESOP plans in other states, the closest by assets is Valkyrie Enterprises, Inc. Employee Stock Ownership Plan in VA ($15M, 1 participant).
Which ESOP plans cover a similar participant headcount to Koa Corporation 401(k) Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dak Enterprises, Inc. Employee Stock Ownership Plan in OH (103 participants, N/A 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 954515908.

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.