ESOP · DOL Form 5500 · 2023

Chart Rehabilitation of Hawaii, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
35
Participants Small participant base
38th
Percentile by assets National rank
$100,953
Avg per participant Below avg balance/head
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Official DOL plan name: Chart Hawaii Employee Stock Ownership Plan · Sponsored by Chart Rehabilitation of Hawaii, Inc. · Hawaii · Healthcare & Social Assistance

$4M in assets, 35 participants

Chart Rehabilitation of Hawaii, Inc.'s Chart Hawaii Employee Stock Ownership Plan reported $4M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,088 in Healthcare & Social Assistance (17,684 peers)

Chart Rehabilitation of Hawaii, Inc. multi-year trail

Chart Rehabilitation of Hawaii, Inc.'s plans moved -25.0% in assets from 2022 to 2024; this filing shows Chart Hawaii Employee Stock Ownership Plan at $4M / 35 participants.

#7,088
in Healthcare & Social Assistance (17,684 peers)
-9.3%
assets change YoY

The plan reported a net loss of $363K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chart Hawaii Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Chart Hawaii Employee Stock Ownership Plan vs every filed plan by assets

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

$3,533,344 38th percentile higher than 38% 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

Chart Hawaii Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chart Hawaii Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chart Hawaii Employee Stock Ownership Plan reported net income rose from -$414K in the plan year 2022 filing to -$363K in the plan year 2023 filing.
  • Chart Hawaii Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Chart Hawaii Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990192538 · Chart Rehabilitation of Hawaii, Inc. PY 2023 · ESOP

Chart Hawaii Employee Stock Ownership Plan · $4M · 35 · 38th

  • EIN $4M
  • RANK 35
  • PHOTO 38th
  • IND ESOP
  • EOY near Pyramax Bank Employee Stock Ownership Plan
  • 5500 ind #7088

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 What is an ESOP? → · Plans in Hawaii →

Chart Hawaii Employee Stock Ownership Plan in the asset neighbourhood

Alexander Clark, Inc. Employee Stock Ownership Plan and TrustAlexander Clark, Inc. Employ…$4MOaktree Employee Stock Ownership PlanOaktree Employee Stock Owner…$4MChart Hawaii Employee Stock Ownership PlanChart Hawaii Employee Stock …$4MPyramax Bank Employee Stock Ownership PlanPyramax Bank Employee Stock …$4MAgility Employee Stock Ownership PlanAgility Employee Stock Owner…$4M
End-of-year total assets ($M) among Chart Hawaii Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Chart Rehabilitation of Hawaii, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chart Rehabilitation of Hawaii, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.98393420105757% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.9M $2.92M ▼ -25.1%
Year Plans Participants Total Assets
2022 1 37 $4M
2023 1 35 $4M
2024 1 35 $3M

Chart Rehabilitation of Hawaii, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$363K
Employer EIN990192538
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Hawaii

Peer ESOP plans, same state, same plan type, ranked by total assets.

Chart Hawaii Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Chart Hawaii Employee Stock Ownership Plan, Total assets ($M): 3.533344 · Participants: 35Chart Hawaii Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
Chart Hawaii Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Chart Hawaii Employee Stock Ownership Plan side-by-side with 3 peers →

Chart Hawaii Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Pyramax Bank Employee Stock Ownership Plan in WI ($4M); by covered participants it is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); 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 Chart Hawaii Employee Stock Ownership Plan assets move in 2023? ▼
Chart Hawaii Employee Stock Ownership Plan pulled back noticeably - down 9.3% during 2023, from $4M to $4M. Reported net income was -$363K.
How have Chart Rehabilitation of Hawaii, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chart Rehabilitation of Hawaii, Inc.'s sponsor-wide assets declined 25.0%, from $4M to $3M.
Which ESOP plans are similar in size to Chart Hawaii Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pyramax Bank Employee Stock Ownership Plan in WI ($4M, 89 participants).
Which ESOP plans cover a similar participant headcount to Chart Hawaii Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Albert Arno, Incorporated Employee Stock Ownership Plan in MO (35 participants, $5M 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 990192538.

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.