ESOP · DOL Form 5500 · 2022
Kai Hawaii, Inc. ESOP
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $275,131
- Avg per participant High balance/head
Official DOL plan name: Kai Hawaii, Inc. Employee Stock Ownership Plan · Sponsored by Kai Hawaii, Inc. · Hawaii · Professional & Technical Services
$12M in assets, 45 participants
Kai Hawaii, Inc.'s Kai Hawaii, Inc. Employee Stock Ownership Plan reported $12M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,747 in Professional & Technical Services (21,562 peers)
2022 asset change
Kai Hawaii, Inc. Employee Stock Ownership Plan grew sharply 25.7% in 2022 ($10M → $12M) for 45 participants.
- #14,747
- in Professional & Technical Services (21,562 peers)
- +25.7%
- assets growth YoY
Kai Hawaii, Inc. Employee Stock Ownership Plan's outsized position by total assets
Kai Hawaii, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,380,873 Top 31% higher than 69% 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
Kai Hawaii, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kai Hawaii, Inc. Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.
DOL schedule card
Filing strip 990323420 · Kai Hawaii, Inc. PY 2022 · ESOP
Kai Hawaii, Inc. Employee Stock Ownership Plan · $12M · 45 · 69th
- ASSETS $12M
- ASSETS 45
- ASSETS 69th
- ASSETS ESOP
- ASSETS near Horner & Shifrin, Inc. Employee Stock Ownership Plan
- ASSETS ind #14747
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 What is an ESOP? → · Plans in Hawaii →
Kai Hawaii, Inc. Employee Stock Ownership Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $3M |
| Employer EIN | 990323420 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Hawaii
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bowers & Kubota Consulting, Inc. ESOP $110M · 260
- Roberts Hawaii, Inc. Employee Stock Ownership Plan $109M · 1,734
- R. M. Towill Corporation Employee Stock Ownership Plan $103M · 99
- Gpf Life and Health Benefits Co. Employee Stock Ownership Plan $93M · 109
- Hpm Building Supply Employee Stock Ownership Plan $83M · 338
Kai Hawaii, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Hawaii, the nearest ESOP by assets is Horner & Shifrin, Inc. Employee Stock Ownership Plan in MO ($12M); by covered participants it is Richards Agency, Inc. Employee Stock Ownership Plan in WI (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Horner & Shifrin, Inc. Employee Stock Ownership Plan (MO) $12M · 98
- Pacific Utility Installation, Inc. Employee Stock Ownership Plan (CA) $12M · 119
- George Sollitt Construction Company Employee Stock Ownership Plan (IL) $12M · 29
- Summit Helicopters, Inc. Employee Stock Ownership Plan and Trust (VA) $12M · 56
Similar participant headcount
Nearest other-state filings by covered participants (45 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.