401(k) · DOL Form 5500 · 2022
Y. Hata & Company, Limited 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 413
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $37,884
- Avg per participant Low balance/head
Official DOL plan name: Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan · Sponsored by Y. Hata & Company, Limited · Hawaii · Wholesale Trade
$16M in assets, 413 participants
Y. Hata & Company, Limited's Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan reported $16M in total assets and 413 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,744 in Wholesale Trade (6,843 peers)
2022 asset change
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan grew sharply 17.0% in 2022 ($13M → $16M) for 413 participants.
- #4,744
- in Wholesale Trade (6,843 peers)
- +17.0%
- assets growth YoY
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan's outsized position by total assets
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,646,010 Top 27% higher than 73% 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
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement 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. Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan sits mid-pack in the medium band (413 participants).
Published 5500 schedule card
Filing strip 990039840 · Y. Hata & Company, Limited PY 2022 · 401(k)
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan · $16M · 413 · 73rd
- VS-ST $16M
- BOY 413
- SCH 73rd
- EBSA 401(k)
- PART near The Lane Press, Inc. 401(k) Plan
- TYPE ind #4744
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 Wholesale Trade retirement plans → · Plans in Hawaii →
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan in the asset neighbourhood
Y. Hata & Company, Limited years around the 2022 move
Sponsor-wide plan assets over time
All Y. Hata & Company, Limited plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 413 | $16M |
| 2023 | 1 | 423 | $19M |
| 2024 | 1 | 465 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 990039840 |
| Plan Effective Date | 1995-01-01 |
| 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
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is The Lane Press, Inc. 401(k) Plan in VT ($16M); by covered participants it is Pexco LLC Retirement Savings Plan in GA (413 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- The Lane Press, Inc. 401(k) Plan (VT) $16M · 132
- J. M. Oliver 401(k) Retirement Plan (PA) $16M · 198
- G. W. Henssler & Associates, Ltd 401(k) Profit Sharing Plan (GA) $16M · 129
- Bejo Seeds, Inc. 401(k) Savings Plan (CA) $16M · 69
Similar participant headcount
Nearest other-state filings by covered participants (413 participants); asset peers above are excluded.
- Pexco LLC Retirement Savings Plan (GA) 413 · 0 off
- The Vanderweil Companies Savings Plan (MA) 413 · 0 off
- Woodloch Pines Inc. 401(k) Plan (PA) 413 · 0 off
- Annuity Health Holdings LLC, 401(k) Retirement Savings Plan (SC) 413 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.