401(k) · DOL Form 5500 · 2022
Valley Isle Motors, Ltd 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 212
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $18,753
- Avg per participant Low balance/head
Official DOL plan name: Valley Isle Motors, Ltd 401(k) Profit Sharing Plan · Sponsored by Valley Isle Motors, Ltd · Hawaii · Retail Trade
$4M in assets, 212 participants
Valley Isle Motors, Ltd's Valley Isle Motors, Ltd 401(k) Profit Sharing Plan reported $4M in total assets and 212 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #5,278 in Retail Trade (9,519 peers)
2022 asset change
Valley Isle Motors, Ltd 401(k) Profit Sharing Plan pulled back noticeably 14.0% in 2022 ($5M → $4M) for 212 participants.
- #5,278
- in Retail Trade (9,519 peers)
- -14.0%
- assets change YoY
The plan reported a net loss of $645K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valley Isle Motors, Ltd 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Valley Isle Motors, Ltd 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,975,637 46th percentile higher than 46% 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
Valley Isle Motors, Ltd 401(k) Profit Sharing 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. Valley Isle Motors, Ltd 401(k) Profit Sharing Plan sits mid-pack in the medium band (212 participants).
Published 5500 schedule card
Filing strip 990066705 · Valley Isle Motors, Ltd PY 2022 · 401(k)
Valley Isle Motors, Ltd 401(k) Profit Sharing Plan · $4M · 212 · 46th
- SCH $4M
- EBSA 212
- PART 46th
- TYPE 401(k)
- NET near Mothership Strategies, LLC 401(k) Plan
- BOOK ind #5278
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 →
Valley Isle Motors, Ltd 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$645K |
| Employer EIN | 990066705 |
| Plan Effective Date | 1996-10-01 |
| Filing Status | FILING RECEIVED |
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
Valley Isle Motors, Ltd 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Mothership Strategies, LLC 401(k) Plan in DC ($4M); by covered participants it is Stumptown Coffee 401(k) Plan in OR (212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (212 participants); asset peers above are excluded.
- Stumptown Coffee 401(k) Plan (OR) 212 · 0 off
- Utusa 401(k) Plan (NY) 212 · 0 off
- Waterman Broadcasting Corporation 401(k) Plan (FL) 212 · 0 off
- Alscott, Inc 401(k) Retirement Plan (ID) 212 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.