401(k) · DOL Form 5500 · 2022

Maui Jim, Inc. 401(k) Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
652
Participants Below avg headcount
94th
Percentile by assets National rank
$191,896
Avg per participant Above avg balance/head
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Official DOL plan name: Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust · Sponsored by Maui Jim, Inc. · Illinois · Wholesale Trade

$125M in assets, 652 participants

Maui Jim, Inc.'s Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust reported $125M in total assets and 652 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #6,512 in Wholesale Trade (6,843 peers)

Where Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust sits by assets

Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust sits in the top 10% of all filed plans by assets, $125M for 652 participants (~$191,896/participant), down 15.3% in 2022.

#6,512
in Wholesale Trade (6,843 peers)
-15.3%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust's outsized position by total assets

Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$125,116,174 Top 6% higher than 94% of 139,123 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 2022

Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust sits mid-pack in the medium band (652 participants).

DOL schedule card

Filing strip 371173264 · Maui Jim, Inc. PY 2022 · 401(k)

Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust · $125M · 652 · 94th

  • NET $125M
  • NET 652
  • NET 94th
  • NET 401(k)
  • NET near Trex Company, Inc. 401(k) Profit Sharing Plan
  • NET ind #6512

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 Wholesale Trade retirement plans → · Plans in Illinois →

Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust in the asset neighbourhood

Bimbo Bakeries USA Union Savings PlanBimbo Bakeries USA Union Sav…$125MGroom Law Group Profit Sharing PlanGroom Law Group Profit Shari…$125MTrex Company, Inc. 401(k) Profit Sharing PlanTrex Company, Inc. 401(k) Pr…$125MMaui Jim, Inc. 401(k) Retirement and Savings Plan and TrustMaui Jim, Inc. 401(k) Retire…$125MSterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings PlanSterne Kessler Goldstein & F…$125M
End-of-year total assets ($M) among Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$125M
Net Income-$23M
Employer EIN371173264
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maui Jim, Inc.)

Sponsor-wide plan assets over time

All Maui Jim, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$143M 13.947332660603895% vs 2022
2024 filing year
$120M$130M$140M$150M 202220232024 $125M $143M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 652 $125M
2023 1 688 $145M
2024 1 651 $143M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust, Total assets ($B): 0.125116174 · Participants: 652Maui Jim, Inc. 401(k) Retirement and Savings Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust side-by-side with 3 peers →

Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Trex Company, Inc. 401(k) Profit Sharing Plan in VA ($125M); by covered participants it is Centerpointe 401(k) Plan in TN (652 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (652 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust assets move in 2022? ▼
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust declined sharply - down 15.3% during 2022, from $148M to $125M. Reported net income was -$23M.
How have Maui Jim, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maui Jim, Inc.'s sponsor-wide assets grew 13.9%, from $125M to $143M.
Where does Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Trex Company, Inc. 401(k) Profit Sharing Plan in VA ($125M, 1,858 participants).
Which 401(k) plans cover a similar participant headcount to Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Centerpointe 401(k) Plan in TN (652 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371173264.

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.