401(k) · DOL Form 5500 · 2022
Aloha Care 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 247
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $81,974
- Avg per participant Below avg balance/head
Official DOL plan name: Aloha Care 401(k) Plan · Sponsored by Aloha Care · Hawaii · Finance & Insurance
$20M in assets, 247 participants
Aloha Care's Aloha Care 401(k) Plan reported $20M in total assets and 247 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #5,943 in Finance & Insurance (9,261 peers)
Where Aloha Care 401(k) Plan sits by assets
Aloha Care 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 247 participants (~$81,974/participant), down 18.8% in 2022.
- #5,943
- in Finance & Insurance (9,261 peers)
- -18.8%
- 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.
Aloha Care 401(k) Plan's outsized position by total assets
Aloha Care 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,247,493 Top 23% higher than 77% 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
Aloha Care 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. Aloha Care 401(k) Plan sits mid-pack in the medium band (247 participants).
EBSA filing schedule strip
Filing strip 990309519 · Aloha Care PY 2022 · 401(k)
Aloha Care 401(k) Plan · $20M · 247 · 77th
- SCH $20M
- SCH 247
- SCH 77th
- SCH 401(k)
- SCH near Dupont Puerto Rico Savings and Investment Plan
- SCH ind #5943
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 Finance & Insurance retirement plans → · Plans in Hawaii →
Aloha Care 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$5M |
| Employer EIN | 990309519 |
| Plan Effective Date | 1999-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aloha Care)
Sponsor-wide plan assets over time
All Aloha Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 46.917166485747146% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 247 | $20M |
| 2023 | 1 | 269 | $27M |
| 2024 | 1 | 277 | $30M |
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
Aloha Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Dupont Puerto Rico Savings and Investment Plan in PR ($20M); by covered participants it is Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan in PA (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Dupont Puerto Rico Savings and Investment Plan (PR) $20M · 125
- Sapp Bros., Inc. Retirement Plan (NE) $20M · 982
- Hit, Inc. Safe Harbor 401(k) Profit-Sharing Plan (ND) $20M · 257
- Morgan Services, Inc. Savings Plus Plan (IL) $20M · 534
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan (PA) 247 · 0 off
- Jimbos Natural Family Inc 401(k) Profit Sharing Plan & Trust (CA) 247 · 0 off
- Foresight Financial Group, Inc. Employee Savings and Profit Sharing Plan (IL) 247 · 0 off
- Orlando Magic 401(k) Savings Plan (FL) 247 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.