401(k) · DOL Form 5500 · 2022

NA Hoku, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
313
Participants Below avg headcount
80th
Percentile by assets National rank
$77,639
Avg per participant Below avg balance/head
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Official DOL plan name: The NA Hoku, Inc. 401(k) Savings Plan · Sponsored by NA Hoku, Inc. · Hawaii · Retail Trade

$24M in assets, 313 participants

NA Hoku, Inc.'s The NA Hoku, Inc. 401(k) Savings Plan reported $24M in total assets and 313 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.

  • #8,428 in Retail Trade (9,519 peers)

Where The NA Hoku, Inc. 401(k) Savings Plan sits by assets

The NA Hoku, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $24M for 313 participants (~$77,639/participant), down 14.8% in 2022.

#8,428
in Retail Trade (9,519 peers)
-14.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The NA Hoku, Inc. 401(k) Savings Plan's outsized position by total assets

The NA Hoku, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$24,301,082 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

The NA Hoku, Inc. 401(k) Savings 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. The NA Hoku, Inc. 401(k) Savings Plan sits mid-pack in the medium band (313 participants).

EBSA filing schedule strip

Filing strip 990081236 · NA Hoku, Inc. PY 2022 · 401(k)

The NA Hoku, Inc. 401(k) Savings Plan · $24M · 313 · 80th

  • PCT $24M
  • PCT 313
  • PCT 80th
  • PCT 401(k)
  • PCT near Rp Automotive Retirement Savings Plan
  • PCT ind #8428

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 Retail Trade retirement plans → · Plans in Hawaii →

The NA Hoku, Inc. 401(k) Savings Plan in the asset neighbourhood

Biomerics 401(k) Plan$24MThe NA Hoku, Inc. 401(k) Savings PlanThe NA Hoku, Inc. 401(k) Sav…$24MRp Automotive Retirement Savings PlanRp Automotive Retirement Sav…$24MPinnacle Treatment Centers Employee 401(k) PlanPinnacle Treatment Centers E…$24MGopher Resource, LLC Tax Deferred Savings Plan & TrustGopher Resource, LLC Tax Def…$24M
End-of-year total assets ($M) among The NA Hoku, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN990081236
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NA Hoku, Inc.)

Sponsor-wide plan assets over time

All NA Hoku, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.291860337741337% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $31.4M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 313 $24M
2023 1 358 $29M
2024 1 347 $31M

Nearby 401(k) Plans in Hawaii

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

The NA Hoku, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants The NA Hoku, Inc. 401(k) Savings Plan, Total assets ($B): 0.024301082 · Participants: 313The NA Hoku, Inc. 401(k) Savings 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
The NA Hoku, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare The NA Hoku, Inc. 401(k) Savings Plan side-by-side with 3 peers →

The NA Hoku, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Rp Automotive Retirement Savings Plan in CA ($24M); by covered participants it is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (313 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 The NA Hoku, Inc. 401(k) Savings Plan assets move in 2022? ▼
The NA Hoku, Inc. 401(k) Savings Plan pulled back noticeably - down 14.8% during 2022, from $29M to $24M. Reported net income was -$4M.
How have NA Hoku, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), NA Hoku, Inc.'s sponsor-wide assets grew 29.3%, from $24M to $31M.
Where does The NA Hoku, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The NA Hoku, Inc. 401(k) Savings 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 The NA Hoku, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rp Automotive Retirement Savings Plan in CA ($24M, 494 participants).
Which 401(k) plans cover a similar participant headcount to The NA Hoku, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants, $43M 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 990081236.

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.