Other · DOL Form 5500 · 2022
Aloha House Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 179
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $25,808
- Avg per participant Low balance/head
Official DOL plan name: 403b Thrift Plan of Aloha House Inc. · Sponsored by Aloha House Inc. · Hawaii · Healthcare & Social Assistance
$5M in assets, 179 participants
Aloha House Inc.'s 403b Thrift Plan of Aloha House Inc. reported $5M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #10,903 in Healthcare & Social Assistance (20,060 peers)
Coverage in Hawaii
403b Thrift Plan of Aloha House Inc. covers 179 participants in Hawaii, about 47% of the average Hawaii filer (state average ~380 per filing). Assets: $5M.
- #10,903
- in Healthcare & Social Assistance (20,060 peers)
- -18.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403b Thrift Plan of Aloha House Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403b Thrift Plan of Aloha House Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,619,560 49th percentile higher than 49% 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
403b Thrift Plan of Aloha House Inc. 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. 403b Thrift Plan of Aloha House Inc. sits mid-pack in the medium band (179 participants).
Published 5500 schedule card
Filing strip 990173804 · Aloha House Inc. PY 2022 · Other
403b Thrift Plan of Aloha House Inc. · $5M · 179 · 49th
- EIN $5M
- EIN 179
- EIN 49th
- EIN Other
- EIN near Sunbeam Family Services 403(b) Thrift Plan
- EIN ind #10903
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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →
403b Thrift Plan of Aloha House Inc. in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 990173804 |
| Plan Effective Date | 2004-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aloha House Inc.)
Sponsor-wide plan assets over time
All Aloha House Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 9.373338586358875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $5M |
| 2023 | 1 | 194 | $4M |
| 2024 | 1 | 199 | $5M |
Nearby Other Plans in Hawaii
Peer Other plans, same state, same plan type, ranked by total assets.
- Hawai'i Pacific Health 403(b) Savings Plan $1.1B · 7,026
- Punahou School Defined Contribution Retirement Plan $269M · 934
- Iolani School Defined Contribution Retirement Plan $169M · 458
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $132M · 900
- The Queen's Health Systems Retirement Plus Plan $103M · 642
403b Thrift Plan of Aloha House Inc.'s out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Sunbeam Family Services 403(b) Thrift Plan in OK ($5M); by covered participants it is Kent Place School Defined Contribution Retirement Plan in NJ (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Kent Place School Defined Contribution Retirement Plan (NJ) 179 · 0 off
- Oregon Public Broadcasting Defined Contribution Retirement Plan (OR) 179 · 0 off
- Southern Environmental Law Center Retirement & Employee Savings Plan (VA) 179 · 0 off
- Henry Viscardi School Defined Contribution Plan (NY) 179 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.