401(k) · DOL Form 5500 · 2022

C.S. Wo & Sons, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
197
Participants Below avg headcount
81st
Percentile by assets National rank
$128,600
Avg per participant Near avg balance/head
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Official DOL plan name: C.S. Wo & Sons, LLC Profit Sharing Plan · Sponsored by C.S. Wo & Sons, LLC · Hawaii · Retail Trade

$25M in assets, 197 participants

C.S. Wo & Sons, LLC's C.S. Wo & Sons, LLC Profit Sharing Plan reported $25M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #8,460 in Retail Trade (9,519 peers)

Where C.S. Wo & Sons, LLC Profit Sharing Plan sits by assets

C.S. Wo & Sons, LLC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $25M for 197 participants (~$128,600/participant), down 23.9% in 2022.

#8,460
in Retail Trade (9,519 peers)
-23.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C.S. Wo & Sons, LLC Profit Sharing Plan's outsized position by total assets

C.S. Wo & Sons, LLC Profit Sharing Plan vs every filed plan by assets

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

$25,334,285 Top 19% higher than 81% 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

C.S. Wo & Sons, LLC Profit Sharing 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. C.S. Wo & Sons, LLC Profit Sharing Plan sits mid-pack in the medium band (197 participants).

Published 5500 schedule card

Filing strip 990063065 · C.S. Wo & Sons, LLC PY 2022 · 401(k)

C.S. Wo & Sons, LLC Profit Sharing Plan · $25M · 197 · 81st

  • BOOK $25M
  • VS-ST 197
  • BOY 81st
  • SCH 401(k)
  • EBSA near John's Island Club Profit Sharing Plan
  • PART ind #8460

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 Retail Trade retirement plans → · Plans in Hawaii →

C.S. Wo & Sons, LLC Profit Sharing Plan in the asset neighbourhood

C.S. Wo & Sons, LLC Profit Sharing PlanC.S. Wo & Sons, LLC Profit S…$25MJohn's Island Club Profit Sharing PlanJohn's Island Club Profit Sh…$25MCurtis Maruyasu America, Inc. 401(k) Savings PlanCurtis Maruyasu America, Inc…$25MReata Pharmaceuticals, Inc. 401(k) PlanReata Pharmaceuticals, Inc. …$25MFine Line Homes, Inc. Retirement PlanFine Line Homes, Inc. Retire…$25M
End-of-year total assets ($M) among C.S. Wo & Sons, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$25M
Net Income-$8M
Employer EIN990063065
Plan Effective Date1953-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.S. Wo & Sons, LLC)

Sponsor-wide plan assets over time

All C.S. Wo & Sons, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 32.05358667118492% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.3M $33.5M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 197 $25M
2023 1 191 $30M
2024 1 201 $33M

Nearby 401(k) Plans in Hawaii

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

C.S. Wo & Sons, LLC Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants C.S. Wo & Sons, LLC Profit Sharing Plan, Total assets ($B): 0.025334285 · Participants: 197C.S. Wo & Sons, LLC Profit Sharing 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
C.S. Wo & Sons, LLC Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare C.S. Wo & Sons, LLC Profit Sharing Plan side-by-side with 3 peers →

C.S. Wo & Sons, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is John's Island Club Profit Sharing Plan in FL ($25M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 C.S. Wo & Sons, LLC Profit Sharing Plan assets move in 2022? ▼
C.S. Wo & Sons, LLC Profit Sharing Plan declined sharply - down 23.9% during 2022, from $33M to $25M. Reported net income was -$8M.
How have C.S. Wo & Sons, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.S. Wo & Sons, LLC's sponsor-wide assets grew 32.1%, from $25M to $33M.
Where does C.S. Wo & Sons, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
C.S. Wo & Sons, LLC Profit Sharing Plan ranks in the 81st 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 C.S. Wo & Sons, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is John's Island Club Profit Sharing Plan in FL ($25M, 391 participants).
Which 401(k) plans cover a similar participant headcount to C.S. Wo & Sons, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M 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 990063065.

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.