401(k) · DOL Form 5500 · 2023

NA Alii Consulting and Sales, LLC 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size: 817
Participants Near avg headcount: 87th
Percentile by assets National rank: $73,174
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Nakupuna Foundation Family of Companies Retirement Plan · Sponsored by NA Alii Consulting and Sales, LLC · Virginia · Professional & Technical Services

$60M in assets, 817 participants

NA Alii Consulting and Sales, LLC's Nakupuna Foundation Family of Companies Retirement Plan reported $60M in total assets and 817 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

#17,965 in Professional & Technical Services (20,321 peers)

Where Nakupuna Foundation Family of Companies Retirement Plan sits by assets

Nakupuna Foundation Family of Companies Retirement Plan sits in the top quartile of all filed plans by assets, $60M for 817 participants (~$73,174/participant), up 63.0% in 2023.

#17,965
in Professional & Technical Services (20,321 peers): +63.0%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

Nakupuna Foundation Family of Companies Retirement Plan's outsized position by total assets

Nakupuna Foundation Family of Companies Retirement Plan vs every filed plan by assets

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

$59,783,454 Top 13% higher than 87% 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

Nakupuna Foundation Family of Companies Retirement Plan 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. Nakupuna Foundation Family of Companies Retirement Plan sits mid-pack in the medium band (817 participants).

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%)

Nakupuna Foundation Family of Companies Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Nakupuna Foundation Family of Companies Retirement Plan end-of-year assets rose from $37M in the plan year 2022 filing to $60M in the plan year 2023 filing.
Nakupuna Foundation Family of Companies Retirement Plan reported participants rose from 552 in the plan year 2022 filing to 817 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201741740 · NA Alii Consulting and Sales, LLC PY 2023 · 401(k)

Nakupuna Foundation Family of Companies Retirement Plan · $60M · 817 · 87th

RANK $60M
RANK 817
RANK 87th
RANK 401(k)
RANK near Softchoice Corporation 401(k) Plan
RANK ind #17965

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 Professional & Technical Services retirement plans → · Plans in Virginia →

End-of-year total assets ($M) among Nakupuna Foundation Family of Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$37M
Net Assets (End of Year)	$60M
Net Income	$23M
Employer EIN	201741740
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (NA Alii Consulting and Sales, LLC)

Latest sponsor-wide plan assets: $89M 142.15973438693308% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	552	$37M
2023	1	817	$60M
2024	1	1,024	$89M

Nearby 401(k) Plans in Virginia

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

Nakupuna Foundation Family of Companies Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $36.2B · 97,987
401(k) Pension Plan $15.0B · 62,467
General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
Leidos, Inc. Retirement Plan $10.6B · 27,043
Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681

Compare Nakupuna Foundation Family of Companies Retirement Plan side-by-side with 3 peers →

Nakupuna Foundation Family of Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Softchoice Corporation 401(k) Plan in IL ($60M); by covered participants it is American Plastics, LLC 401(k) Plan in MO (817 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Softchoice Corporation 401(k) Plan (IL) $60M · 502
Konica Minolta Healthcare Americas, Inc. 401(k) Savings Plan (NJ) $60M · 359
Farmers National Bank 401(k) Retirement Savings Plan (OH) $60M · 454
Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan (NY) $60M · 44

Similar participant headcount

Nearest other-state filings by covered participants (817 participants); asset peers above are excluded.

American Plastics, LLC 401(k) Plan (MO) 817 · 0 off
Profit Sharing & 401(k) Plan for Employees of Hbd Industries, Inc. and Subsidiaries (OH) 817 · 0 off
Tennessee Farmers Mutual Insurance Company Retirement Savings Plan (TN) 817 · 0 off
Contract Freighters, Inc. 401(k) Plan (MO) 817 · 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 Nakupuna Foundation Family of Companies Retirement Plan assets move in 2023? ▼

Nakupuna Foundation Family of Companies Retirement Plan surged - up 63.0% during 2023, from $37M to $60M. Reported net income was $23M.

How have NA Alii Consulting and Sales, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), NA Alii Consulting and Sales, LLC's sponsor-wide assets grew 142.2%, from $37M to $89M.

Where does Nakupuna Foundation Family of Companies Retirement Plan rank by assets among Form 5500 filers? ▼

Nakupuna Foundation Family of Companies Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Nakupuna Foundation Family of Companies Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Softchoice Corporation 401(k) Plan in IL ($60M, 502 participants).

Which 401(k) plans cover a similar participant headcount to Nakupuna Foundation Family of Companies Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is American Plastics, LLC 401(k) Plan in MO (817 participants, $17M 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 201741740.