401(k) · DOL Form 5500 · 2023
Maui Jim, Inc. 401(k) Plan
Data updated 2026-08-25
- $145M
- Total assets Near avg plan size
- 688
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $210,044
- Avg per participant Above avg balance/head
Official DOL plan name: Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust · Sponsored by Maui Jim, Inc. · Illinois · Wholesale Trade
$145M in assets, 688 participants
Maui Jim, Inc.'s Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust reported $145M in total assets and 688 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #5,974 in Wholesale Trade (6,309 peers)
Where Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust sits by assets
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust sits in the top 10% of all filed plans by assets, $145M for 688 participants (~$210,044/participant), up 15.5% in 2023.
- #5,974
- in Wholesale Trade (6,309 peers)
- +15.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust's outsized position by total assets
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$144,510,174 Top 7% higher than 93% 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
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust sits mid-pack in the medium band (688 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust reported net income rose from -$23M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust end-of-year assets rose from $125M in the plan year 2022 filing to $145M in the plan year 2023 filing.
- Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust reported participants rose from 652 in the plan year 2022 filing to 688 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 371173264 · Maui Jim, Inc. PY 2023 · 401(k)
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust · $145M · 688 · 93rd
- BOOK $145M
- VS-ST 688
- BOY 93rd
- SCH 401(k)
- EBSA near Audia International, Inc. 401(k) & Profit Sharing Plan
- PART ind #5974
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 Illinois →
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | $19M |
| Employer EIN | 371173264 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Maui Jim, Inc.)
Sponsor-wide plan assets over time
All Maui Jim, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $143M 13.947332660603895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 652 | $125M |
| 2023 | 1 | 688 | $145M |
| 2024 | 1 | 651 | $143M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Audia International, Inc. 401(k) & Profit Sharing Plan in PA ($145M); by covered participants it is First Foundation Inc. Retirement Plan in CA (688 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145M here).
- Audia International, Inc. 401(k) & Profit Sharing Plan (PA) $145M · 856
- Continental Mills, Inc. 401 (K) Retirement Savings Plan (WA) $145M · 855
- Altorfer Retirement Plan (IA) $145M · 833
- Ihi Group 401(k) Profit Sharing Plan (NY) $144M · 848
Similar participant headcount
Nearest other-state filings by covered participants (688 participants); asset peers above are excluded.
- First Foundation Inc. Retirement Plan (CA) 688 · 0 off
- Virginia Health Services, Inc. Retirement Plan (VA) 688 · 0 off
- Ia American Warranty, LP 401(k) Plan (TX) 688 · 0 off
- Impossible Foods 401(k) Plan (CA) 688 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.