401(k) · DOL Form 5500 · 2022

NA Alii Consulting and Sales, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
552
Participants Below avg headcount
85th
Percentile by assets National rank
$66,435
Avg per participant Below avg balance/head
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Official DOL plan name: Nakupuna Foundation Family of Companies Retirement Plan · Sponsored by NA Alii Consulting and Sales, LLC · Hawaii · Professional & Technical Services

$37M in assets, 552 participants

NA Alii Consulting and Sales, LLC's Nakupuna Foundation Family of Companies Retirement Plan reported $37M in total assets and 552 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,525 in Professional & Technical Services (21,562 peers)

Where Nakupuna Foundation Family of Companies Retirement Plan sits by assets

Nakupuna Foundation Family of Companies Retirement Plan sits in the top quartile of all filed plans by assets, $37M for 552 participants (~$66,435/participant), up 6.8% in 2022.

#18,525
in Professional & Technical Services (21,562 peers)
+6.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Nakupuna Foundation Family of Companies Retirement Plan's outsized position by total assets

Nakupuna Foundation Family of Companies Retirement Plan vs every filed plan by assets

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

$36,671,991 Top 15% higher than 85% 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

Nakupuna Foundation Family of Companies Retirement Plan 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. Nakupuna Foundation Family of Companies Retirement Plan sits mid-pack in the medium band (552 participants).

DOL schedule card

Filing strip 201741740 · NA Alii Consulting and Sales, LLC PY 2022 · 401(k)

Nakupuna Foundation Family of Companies Retirement Plan · $37M · 552 · 85th

  • BOOK $37M
  • BOOK 552
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  • BOOK near Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan
  • BOOK ind #18525

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 Professional & Technical Services retirement plans → · Plans in Hawaii →

Nakupuna Foundation Family of Companies Retirement Plan in the asset neighbourhood

Nakupuna Foundation Family of Companies Retirement PlanNakupuna Foundation Family o…$37MNova Financial & Investment Corp. Employees 401(k) Profit Sharing PlanNova Financial & Investment …$37MAm General Hourly Capital Accumulation PlanAm General Hourly Capital Ac…$37MRenaissance Lakewood, LLC. 401(k) PlanRenaissance Lakewood, LLC. 4…$37MSagitec Retirement Savings PlanSagitec Retirement Savings P…$37M
End-of-year total assets ($M) among Nakupuna Foundation Family of Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$2M
Employer EIN201741740
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NA Alii Consulting and Sales, LLC)

Sponsor-wide plan assets over time

All NA Alii Consulting and Sales, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$89M 142.15973438693308% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $36.7M $88.8M ▲ +142.2%
Year Plans Participants Total Assets
2022 1 552 $37M
2023 1 817 $60M
2024 1 1,024 $89M

Nearby 401(k) Plans in Hawaii

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

Nakupuna Foundation Family of Companies Retirement Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Nakupuna Foundation Family of Companies Retirement Plan, Total assets ($B): 0.036671991 · Participants: 552Nakupuna Foundation Family of Companies Retirement PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.303213481 · Participants: 8104The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.679386573 · Participants: 2022Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.620580397 · Participants: 2630Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.459837917 · Participants: 856Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.456197903 · Participants: 2997Kamehameha Schools 401(k) Retirement Savings Plan
Nakupuna Foundation Family of Companies Retirement Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Nakupuna Foundation Family of Companies Retirement Plan side-by-side with 3 peers →

Nakupuna Foundation Family of Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan in AZ ($37M); by covered participants it is Myovant Sciences, Inc. 401(k) Plan in CA (552 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (552 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 Nakupuna Foundation Family of Companies Retirement Plan assets move in 2022? ▼
Nakupuna Foundation Family of Companies Retirement Plan grew at a solid clip - up 6.8% during 2022, from $34M to $37M. Reported net income was $2M.
How have NA Alii Consulting and Sales, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), NA Alii Consulting and Sales, LLC's sponsor-wide assets grew 142.2%, from $37M to $89M.
Where does Nakupuna Foundation Family of Companies Retirement Plan rank by assets among Form 5500 filers? ▼
Nakupuna Foundation Family of Companies Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Nakupuna Foundation Family of Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nova Financial & Investment Corp. Employees 401(k) Profit Sharing Plan in AZ ($37M, 887 participants).
Which 401(k) plans cover a similar participant headcount to Nakupuna Foundation Family of Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Myovant Sciences, Inc. 401(k) Plan in CA (552 participants, $41M 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 201741740.

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.