401(k) · DOL Form 5500 · 2022
Aloha Ventures, Inc. 401(k) Plan
Data updated 2026-08-25
- $666K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $665,819
- Avg per participant High balance/head
Official DOL plan name: Aloha Ventures Retirement Plan · Sponsored by Aloha Ventures, Inc. · Indiana · Real Estate
$666K in assets, 1 participants
Aloha Ventures, Inc.'s Aloha Ventures Retirement Plan reported $666K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #1,797 in Real Estate (5,057 peers)
2022 asset change
Aloha Ventures Retirement Plan declined sharply 26.0% in 2022 ($899K → $666K) for 1 participant.
- #1,797
- in Real Estate (5,057 peers)
- -26.0%
- assets change YoY
The plan reported a net loss of $233K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aloha Ventures Retirement Plan among the smaller filed plans by assets
Aloha Ventures Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$665,819 21st percentile higher than 21% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Aloha Ventures Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aloha Ventures Retirement Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 822859566 · Aloha Ventures, Inc. PY 2022 · 401(k)
Aloha Ventures Retirement Plan · $666K · 1 · 21st
- NET $666K
- BOOK 1
- VS-ST 21st
- BOY 401(k)
- SCH near Mbs Family Enterprises 401(k) Trust
- EBSA ind #1797
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 Real Estate retirement plans → · Plans in Indiana →
Aloha Ventures Retirement Plan in the asset neighbourhood
Aloha Ventures, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Aloha Ventures, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $646K 2.9679237150036273% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $666K |
| 2023 | 1 | 1 | $686K |
| 2024 | 1 | 1 | $646K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $899K |
|---|---|
| Net Assets (End of Year) | $666K |
| Net Income | -$233K |
| Employer EIN | 822859566 |
| Plan Effective Date | 2017-09-21 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Aloha Ventures Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Mbs Family Enterprises 401(k) Trust in CO ($666K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($666K here).
- Mbs Family Enterprises 401(k) Trust (CO) $666K · 2
- Printful, Inc. 401(k) Plan (NC) $666K · 357
- Nelshrig Corporation 401(k) Plan (GA) $666K · 22
- Orlando Rehabilitation Group Inc 401(k) Plan (PA) $666K · 509
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.