401(k) · DOL Form 5500 · 2022

Robert's Hawaii, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
1,577
Participants Near avg headcount
80th
Percentile by assets National rank
$15,682
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates · Sponsored by Robert's Hawaii, Inc. · Hawaii · Transportation & Warehousing

$25M in assets, 1,577 participants

Robert's Hawaii, Inc.'s 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates reported $25M in total assets and 1,577 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.

  • #3,103 in Transportation & Warehousing (3,876 peers)

Coverage in Hawaii

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates covers 1,577 participants in Hawaii, 4.1x the typical Hawaii plan (state average ~380 per filing). Assets: $25M.

#3,103
in Transportation & Warehousing (3,876 peers)
-22.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates's outsized position by total assets

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates vs every filed plan by assets

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

$24,731,046 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

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates lands in the large band (1,577 participants).

EBSA filing schedule strip

Filing strip 990185478 · Robert's Hawaii, Inc. PY 2022 · 401(k)

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates · $25M · 1,577 · 80th

  • IND $25M
  • EOY 1,577
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Wesley Enhanced Living Retirement Plan
  • EIN ind #3103

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 Transportation & Warehousing retirement plans → · Plans in Hawaii →

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates in the asset neighbourhood

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates401(k) Profit Sharing Thrift…$25MWesley Enhanced Living Retirement PlanWesley Enhanced Living Retir…$25MAnkrom Moisan Architects 401(k) PlanAnkrom Moisan Architects 401…$25MIllinois Education Association Associate Staff 401(k) PlanIllinois Education Associati…$25MLevel 10 Construction, LP 401(k) PlanLevel 10 Construction, LP 40…$25M
End-of-year total assets ($M) among 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$25M
Net Income-$7M
Employer EIN990185478
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert's Hawaii, Inc.)

Sponsor-wide plan assets over time

All Robert's Hawaii, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$162M 20.760767315588176% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $134M $162M ▲ +20.8%
Year Plans Participants Total Assets
2022 2 3,311 $134M
2023 2 2,350 $156M
2024 2 2,246 $162M

Nearby 401(k) Plans in Hawaii

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

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates, Total assets ($B): 0.024731046 · Participants: 1577401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & AffiliatesThe 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
401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates side-by-side with 3 peers →

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Wesley Enhanced Living Retirement Plan in PA ($25M); by covered participants it is Family Wellness Program, LLC 401(k) Plan in NY (1,577 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,577 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 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates assets move in 2022? ▼
401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates declined sharply - down 22.3% during 2022, from $32M to $25M. Reported net income was -$7M.
How have Robert's Hawaii, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert's Hawaii, Inc.'s sponsor-wide assets grew 20.8%, from $134M to $162M.
Where does 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates rank by assets among Form 5500 filers? ▼
401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates 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 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates? ▼
Among 401(k) plans in other states, the closest by assets is Wesley Enhanced Living Retirement Plan in PA ($25M, 848 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates? ▼
Among 401(k) plans in other states, the closest by covered participants is Family Wellness Program, LLC 401(k) Plan in NY (1,577 participants, $2K 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 990185478.

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.