401(k) · DOL Form 5500 · 2022
Kona Brewery LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $11,058
- Avg per participant Low balance/head
Official DOL plan name: Kona Brewing Company 401(k) Plan · Sponsored by Kona Brewery LLC · Hawaii · Food Services & Accommodation
$2M in assets, 159 participants
Kona Brewery LLC's Kona Brewing Company 401(k) Plan reported $2M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #3,094 in Food Services & Accommodation (4,592 peers)
Coverage in Hawaii
Kona Brewing Company 401(k) Plan covers 159 participants in Hawaii, about 42% of the average Hawaii filer (state average ~380 per filing). Assets: $2M.
- #3,094
- in Food Services & Accommodation (4,592 peers)
- -1.3%
- assets change YoY
The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kona Brewing Company 401(k) Plan among the smaller filed plans by assets
Kona Brewing Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,758,268 32nd percentile higher than 32% 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
Kona Brewing Company 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. Kona Brewing Company 401(k) Plan sits mid-pack in the medium band (159 participants).
Plan-year Form 5500 strip
Filing strip 270051257 · Kona Brewery LLC PY 2022 · 401(k)
Kona Brewing Company 401(k) Plan · $2M · 159 · 32nd
- 5500 $2M
- ASSETS 159
- PCT 32nd
- EIN 401(k)
- RANK near Norstar Employees 401(k) Plan
- PHOTO ind #3094
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 Food Services & Accommodation retirement plans → · Plans in Hawaii →
Kona Brewing Company 401(k) Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$22K |
| Employer EIN | 270051257 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kona Brewery LLC)
Sponsor-wide plan assets over time
All Kona Brewery LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 91.15675198547662% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $2M |
| 2023 | 1 | 163 | $3M |
| 2024 | 1 | 205 | $3M |
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
Kona Brewing Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Norstar Employees 401(k) Plan in PA ($2M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (159 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.