401(k) · DOL Form 5500 · 2023

Hualalai Investors, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 10
Participants Small participant base: 71st
Percentile by assets National rank: $1.9M
Avg per participant High balance/head

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Official DOL plan name: Hualalai Investors 401(k) Plan · Sponsored by Hualalai Investors, LLC · Hawaii · Real Estate

$19M in assets, 10 participants

Hualalai Investors, LLC's Hualalai Investors 401(k) Plan reported $19M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

#4,048 in Real Estate (4,727 peers)

2023 asset change

Hualalai Investors 401(k) Plan grew at a solid clip 9.3% in 2023 ($17M → $19M) for 10 participants.

#4,048
in Real Estate (4,727 peers): +9.3%
assets growth YoY

Hualalai Investors 401(k) Plan's outsized position by total assets

Hualalai Investors 401(k) Plan vs every filed plan by assets

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

$18,684,190 Top 29% higher than 71% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Hualalai Investors 401(k) 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. Hualalai Investors 401(k) Plan is a micro filing (10 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Hualalai Investors 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Hualalai Investors 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593836047 · Hualalai Investors, LLC PY 2023 · 401(k)

Hualalai Investors 401(k) Plan · $19M · 10 · 71st

VS-ST $19M
BOY 10
SCH 71st
EBSA 401(k)
PART near Special Olympics, Inc. Retirement Plan
TYPE ind #4048

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 Real Estate retirement plans → · Plans in Hawaii →

End-of-year total assets ($M) among Hualalai Investors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hualalai Investors, LLC years around the 2023 move

Latest sponsor-wide plan assets: $17M 1.3484843246777047% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	10	$17M
2023	1	10	$19M
2024	1	11	$17M

2023 asset-move particulars

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$19M
Net Income	$2M
Employer EIN	593836047
Plan Effective Date	2006-06-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Hualalai Investors 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants

The Queen's Health Systems Retirement Savings Plan $1.6B · 8,612
Bank of Hawaii Retirement Savings Plan $759M · 2,094
Hawaiian Electric Industries Retirement Savings Plan $685M · 2,679
Hawaiian Airlines, Inc. Pilots' 401(k) Plan $582M · 1,021
Kamehameha Schools 401(k) Retirement Savings Plan $558M · 2,460

Compare Hualalai Investors 401(k) Plan side-by-side with 3 peers →

Hualalai Investors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Special Olympics, Inc. Retirement Plan in DC ($19M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Special Olympics, Inc. Retirement Plan (DC) $19M · 159
Deco Products 401(k) Plan (IA) $19M · 190
David M. Maines & Associates, Inc. 401(k) Plan (PA) $19M · 124
Vasko Electric, Inc. 401(k) Profit Sharing Plan (CA) $19M · 109

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 (MI) 10 · 0 off
Jacobson Capital, Inc. 401(k) and Profit Sharing Plan (NC) 10 · 0 off
Leo Riley & Co. 401(k) Savings Plan & Trust (WY) 10 · 0 off
John Jackson Masonry 401(k) Profit Sharing Plan (CA) 10 · 0 off

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 Hualalai Investors 401(k) Plan assets move in 2023? ▼

Hualalai Investors 401(k) Plan grew at a solid clip - up 9.3% during 2023, from $17M to $19M. Reported net income was $2M.

How have Hualalai Investors, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hualalai Investors, LLC's sponsor-wide assets grew 1.3%, from $17M to $17M.

Which 401(k) plans are similar in size to Hualalai Investors 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Special Olympics, Inc. Retirement Plan in DC ($19M, 159 participants).

Which 401(k) plans cover a similar participant headcount to Hualalai Investors 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 593836047.