401(k) · DOL Form 5500 · 2022
Hualalai Investors, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: Hualalai Investors 401(k) Plan · Sponsored by Hualalai Investors, LLC · Hawaii · Real Estate
$17M in assets, 10 participants
Hualalai Investors, LLC's Hualalai Investors 401(k) Plan reported $17M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #4,433 in Real Estate (5,057 peers)
Where Hualalai Investors 401(k) Plan sits by assets
Hualalai Investors 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 10 participants (~$1.7M/participant), down 24.5% in 2022.
- #4,433
- in Real Estate (5,057 peers)
- -24.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hualalai Investors 401(k) Plan's outsized position by total assets
Hualalai Investors 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,095,119 Top 25% higher than 75% 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
Hualalai Investors 401(k) 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. Hualalai Investors 401(k) Plan is a micro filing (10 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 593836047 · Hualalai Investors, LLC PY 2022 · 401(k)
Hualalai Investors 401(k) Plan · $17M · 10 · 75th
- VS-ST $17M
- VS-ST 10
- VS-ST 75th
- VS-ST 401(k)
- VS-ST near Technibilt, Ltd. Dba Wanzl North America 401(k) Plan
- VS-ST ind #4433
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 Hawaii →
Hualalai Investors 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$6M |
| Employer EIN | 593836047 |
| Plan Effective Date | 2006-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hualalai Investors, LLC)
Sponsor-wide plan assets over time
All Hualalai Investors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 1.3484843246777047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $17M |
| 2023 | 1 | 10 | $19M |
| 2024 | 1 | 11 | $17M |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.3B · 8,104
- Bank of Hawaii Retirement Savings Plan $679M · 2,022
- Hawaiian Electric Industries Retirement Savings Plan $621M · 2,630
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $460M · 856
- Kamehameha Schools 401(k) Retirement Savings Plan $456M · 2,997
Hualalai Investors 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Technibilt, Ltd. Dba Wanzl North America 401(k) Plan in NC ($17M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 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.