401(k) · DOL Form 5500 · 2022

Ies Downsteam LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
133
Participants Small participant base
80th
Percentile by assets National rank
$183,046
Avg per participant Above avg balance/head
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Official DOL plan name: Ies Downstream LLC 401(k) Plan · Sponsored by Ies Downsteam LLC · Hawaii · Utilities

$24M in assets, 133 participants

Ies Downsteam LLC's Ies Downstream LLC 401(k) Plan reported $24M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #311 in Utilities (738 peers)

Coverage in Hawaii

Ies Downstream LLC 401(k) Plan covers 133 participants in Hawaii, about 35% of the average Hawaii filer (state average ~380 per filing). Assets: $24M.

#311
in Utilities (738 peers)
-16.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ies Downstream LLC 401(k) Plan's outsized position by total assets

Ies Downstream LLC 401(k) Plan vs every filed plan by assets

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

$24,345,125 Top 20% higher than 80% 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

Ies Downstream LLC 401(k) 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. Ies Downstream LLC 401(k) Plan sits mid-pack in the medium band (133 participants).

DOL schedule card

Filing strip 812666260 · Ies Downsteam LLC PY 2022 · 401(k)

Ies Downstream LLC 401(k) Plan · $24M · 133 · 80th

  • EIN $24M
  • EIN 133
  • EIN 80th
  • EIN 401(k)
  • EIN near 401(k) Retirement Savings Plan
  • EIN ind #311

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 Utilities retirement plans → · Plans in Hawaii →

Ies Downstream LLC 401(k) Plan in the asset neighbourhood

Ies Downstream LLC 401(k) PlanIes Downstream LLC 401(k) Pl…$24M401(k) Retirement Savings Plan401(k) Retirement Savings Pl…$24MLewitt, Hackman, Shapiro, Marshall & Harlan 401(k) Profit Sharing PlanLewitt, Hackman, Shapiro, Ma…$24MWomen's Health Care, P.C. Profit Sharing and 401(k) PlanWomen's Health Care, P.C. Pr…$24MUnited Bankers Bancorporation, Inc. 401(k) Savings PlanUnited Bankers Bancorporatio…$24M
End-of-year total assets ($M) among Ies Downstream LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$5M
Employer EIN812666260
Plan Effective Date2016-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ies Downsteam LLC)

Sponsor-wide plan assets over time

All Ies Downsteam LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 33.98852953106628% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.4M $32.6M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 133 $24M
2023 1 129 $28M
2024 1 140 $33M

Nearby 401(k) Plans in Hawaii

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

Ies Downstream LLC 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Ies Downstream LLC 401(k) Plan, Total assets ($B): 0.024345125 · Participants: 133Ies Downstream LLC 401(k) 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
Ies Downstream LLC 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Ies Downstream LLC 401(k) Plan side-by-side with 3 peers →

Ies Downstream LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is 401(k) Retirement Savings Plan in WI ($24M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Ies Downstream LLC 401(k) Plan assets move in 2022? ▼
Ies Downstream LLC 401(k) Plan declined sharply - down 16.9% during 2022, from $29M to $24M. Reported net income was -$5M.
How have Ies Downsteam LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ies Downsteam LLC's sponsor-wide assets grew 34.0%, from $24M to $33M.
Where does Ies Downstream LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ies Downstream LLC 401(k) Plan ranks in the 80th 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 Ies Downstream LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Retirement Savings Plan in WI ($24M, 849 participants).
Which 401(k) plans cover a similar participant headcount to Ies Downstream LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ari Retirement Plan in IL (133 participants, $990K 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 812666260.

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.