ESOP · DOL Form 5500 · 2024
Akua Behavioral Health, Inc. ESOP
Data updated 2026-08-25
- $246K
- Total assets Small plan by assets
- 203
- Participants Below avg headcount
- 12th
- Percentile by assets National rank
- $1,210
- Avg per participant Low balance/head
Official DOL plan name: Akua Behavioral Health, Inc. Employee Stock Ownership Plan · Sponsored by Akua Behavioral Health, Inc. · California · Healthcare & Social Assistance
$246K in assets, 203 participants
Akua Behavioral Health, Inc.'s Akua Behavioral Health, Inc. Employee Stock Ownership Plan reported $246K in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.
- #1,399 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Akua Behavioral Health, Inc. Employee Stock Ownership Plan covers 203 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $246K.
- #1,399
- in Healthcare & Social Assistance (16,916 peers)
- -72.3%
- assets change YoY
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 2024 · DOL Form 5500
$245,630 12th percentile higher than 12% 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
Akua Behavioral Health, Inc. Employee Stock Ownership Plan 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. Akua Behavioral Health, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (203 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Akua Behavioral Health, Inc. Employee Stock Ownership Plan reported net income rose from -$724K in the plan year 2023 filing to $60K in the plan year 2024 filing.
- Akua Behavioral Health, Inc. Employee Stock Ownership Plan end-of-year assets fell from $886K in the plan year 2023 filing to $246K in the plan year 2024 filing.
- Akua Behavioral Health, Inc. Employee Stock Ownership Plan reported participants rose from 127 in the plan year 2023 filing to 203 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 465204199 · Akua Behavioral Health, Inc. PY 2024 · ESOP
Akua Behavioral Health, Inc. Employee Stock Ownership Plan · $246K · 203 · 12th
- PART $246K
- TYPE 203
- NET 12th
- BOOK ESOP
- VS-ST near The Mens Center, Inc. Employee Stock Ownership Plan and Trust
- BOY ind #1399
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
California filing particulars
| Total Assets (Beginning of Year) | $886K |
|---|---|
| Net Assets (End of Year) | -$48M |
| Net Income | $60K |
| Employer EIN | 465204199 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING 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
| 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.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
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 The Mens Center, Inc. Employee Stock Ownership Plan and Trust in IL ($248K); by covered participants it is Afco Industries, Inc. Employee Stock Ownership Plan in LA (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($246K here).
Similar participant headcount
Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.