401(k) · DOL Form 5500 · 2023

Aumakua Ventures Incorporated 401(k) Plan

Data updated 2026-08-25

$85K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$84,992
Avg per participant Below avg balance/head
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Official DOL plan name: Aumakua Ventures Incorporated 401(k) Profit Sharing Plan · Sponsored by Aumakua Ventures Incorporated · California · Arts, Entertainment & Recreation

$85K in assets, 1 participants

Aumakua Ventures Incorporated's Aumakua Ventures Incorporated 401(k) Profit Sharing Plan reported $85K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #433 in Arts, Entertainment & Recreation (2,945 peers)

2023 asset change

Aumakua Ventures Incorporated 401(k) Profit Sharing Plan pulled back noticeably 10.8% in 2023 ($95K → $85K) for 1 participant.

#433
in Arts, Entertainment & Recreation (2,945 peers)
-10.8%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aumakua Ventures Incorporated 401(k) Profit Sharing Plan among the smaller filed plans by assets

Aumakua Ventures Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$84,992 6th percentile higher than 6% of 127,068 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 2023

Aumakua Ventures Incorporated 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aumakua Ventures Incorporated 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aumakua Ventures Incorporated 401(k) Profit Sharing Plan reported net income fell from $5K in the plan year 2022 filing to -$10K in the plan year 2023 filing.
  • Aumakua Ventures Incorporated 401(k) Profit Sharing Plan end-of-year assets fell from $95K in the plan year 2022 filing to $85K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 842510140 · Aumakua Ventures Incorporated PY 2023 · 401(k)

Aumakua Ventures Incorporated 401(k) Profit Sharing Plan · $85K · 1 · 6th

  • EOY $85K
  • EOY 1
  • EOY 6th
  • EOY 401(k)
  • EOY near Flex Accounting and Tax Service 401(k) Profit Sharing Plan
  • EOY ind #433

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Aumakua Ventures Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood

Flex Accounting and Tax Service 401(k) Profit Sharing PlanFlex Accounting and Tax Serv…$85KGamakas Inc 401(k) Plan$85KAumakua Ventures Incorporated 401(k) Profit Sharing PlanAumakua Ventures Incorporate…$85KVertical Connections Inc. 401(k) PlanVertical Connections Inc. 40…$85KSe Organize, Inc. 401(k) Plan$85K
End-of-year total assets ($M) among Aumakua Ventures Incorporated 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aumakua Ventures Incorporated years around the 2023 move

Sponsor-wide plan assets over time

All Aumakua Ventures Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $95K
2023 1 1 $85K
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$95K
Net Assets (End of Year)$85K
Net Income-$10K
Employer EIN842510140
Plan Effective Date2019-07-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Aumakua Ventures Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aumakua Ventures Incorporated 401(k) Profit Sharing Plan, Total assets ($B): 0.000084992 · Participants: 1Aumakua Ventures Incorporated 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Aumakua Ventures Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aumakua Ventures Incorporated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Aumakua Ventures Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Flex Accounting and Tax Service 401(k) Profit Sharing Plan in NJ ($85K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aumakua Ventures Incorporated 401(k) Profit Sharing Plan assets move in 2023? ▼
Aumakua Ventures Incorporated 401(k) Profit Sharing Plan pulled back noticeably - down 10.8% during 2023, from $95K to $85K. Reported net income was -$10K.
Where does Aumakua Ventures Incorporated 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Aumakua Ventures Incorporated 401(k) Profit Sharing Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Aumakua Ventures Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flex Accounting and Tax Service 401(k) Profit Sharing Plan in NJ ($85K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Aumakua Ventures Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 842510140.

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.