ESOP · DOL Form 5500 · 2022

Chart Rehabilitation of Hawaii, Inc ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
37
Participants Small participant base
45th
Percentile by assets National rank
$105,310
Avg per participant Below avg balance/head
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Official DOL plan name: Chart Hawaii Employee Stock Ownership Plan · Sponsored by Chart Rehabilitation of Hawaii, Inc · Hawaii · Healthcare & Social Assistance

$4M in assets, 37 participants

Chart Rehabilitation of Hawaii, Inc's Chart Hawaii Employee Stock Ownership Plan reported $4M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #10,102 in Healthcare & Social Assistance (20,060 peers)

Chart Rehabilitation of Hawaii, Inc multi-year trail

Chart Rehabilitation of Hawaii, Inc's plans moved -25.0% in assets from 2022 to 2024; this filing shows Chart Hawaii Employee Stock Ownership Plan at $4M / 37 participants.

#10,102
in Healthcare & Social Assistance (20,060 peers)
-9.6%
assets change YoY

The plan reported a net loss of $414K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chart Hawaii Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Chart Hawaii Employee Stock Ownership Plan vs every filed plan by assets

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

$3,896,476 45th percentile higher than 45% 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

Chart Hawaii Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chart Hawaii Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 990192538 · Chart Rehabilitation of Hawaii, Inc PY 2022 · ESOP

Chart Hawaii Employee Stock Ownership Plan · $4M · 37 · 45th

  • BOY $4M
  • BOY 37
  • BOY 45th
  • BOY ESOP
  • BOY near Broadhead Enterprises, Inc. Employee Stock Ownership Plan
  • BOY ind #10102

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 Hawaii →

Chart Hawaii Employee Stock Ownership Plan in the asset neighbourhood

Chart Hawaii Employee Stock Ownership PlanChart Hawaii Employee Stock …$4MBroadhead Enterprises, Inc. Employee Stock Ownership PlanBroadhead Enterprises, Inc. …$4MCampbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & TrustCampbell Lumber & Supply Co.…$4MSplit Rock Studios Employee Stock Ownership Plan and TrustSplit Rock Studios Employee …$4MThe People Business Employee Stock Ownership PlanThe People Business Employee…$4M
End-of-year total assets ($M) among Chart Hawaii Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Chart Rehabilitation of Hawaii, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Chart Rehabilitation of Hawaii, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.98393420105757% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.9M $2.92M ▼ -25.1%
Year Plans Participants Total Assets
2022 1 37 $4M
2023 1 35 $4M
2024 1 35 $3M

Chart Rehabilitation of Hawaii, Inc filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$414K
Employer EIN990192538
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Hawaii

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

Chart Hawaii Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -50050100150 Total assets ($M) Participants Chart Hawaii Employee Stock Ownership Plan, Total assets ($M): 3.896476 · Participants: 37Chart Hawaii Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 110.308171 · Participants: 260Bowers & Kubota Consulting, Inc. ESOPRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 109.053855 · Participants: 1734Roberts Hawaii, Inc. Employee Stock Ownership PlanR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 102.847955 · Participants: 99R. M. Towill Corporation Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 93.422329 · Participants: 109Gpf Life and Health Benefits Co. Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 83.237111 · Participants: 338Hpm Building Supply Employee Stock Ownership Plan
Chart Hawaii Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Chart Hawaii Employee Stock Ownership Plan side-by-side with 3 peers →

Chart Hawaii Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Broadhead Enterprises, Inc. Employee Stock Ownership Plan in MN ($4M); by covered participants it is Sdg Architects, Inc. ESOP in CA (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Chart Hawaii Employee Stock Ownership Plan assets move in 2022? ▼
Chart Hawaii Employee Stock Ownership Plan pulled back noticeably - down 9.6% during 2022, from $4M to $4M. Reported net income was -$414K.
How have Chart Rehabilitation of Hawaii, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chart Rehabilitation of Hawaii, Inc's sponsor-wide assets declined 25.0%, from $4M to $3M.
Which ESOP plans are similar in size to Chart Hawaii Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Broadhead Enterprises, Inc. Employee Stock Ownership Plan in MN ($4M, 47 participants).
Which ESOP plans cover a similar participant headcount to Chart Hawaii Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (37 participants, $2M 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 990192538.

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.