401(k) · DOL Form 5500 · 2023
Po'e Hana Group Inc. 401(k) Plan
Data updated 2026-08-25
- $155K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $22,185
- Avg per participant Low balance/head
Official DOL plan name: Po'e Hana Group Inc. Retirement Plan · Sponsored by Po'e Hana Group Inc. · Hawaii · Professional & Technical Services
$155K in assets, 7 participants
Po'e Hana Group Inc.'s Po'e Hana Group Inc. Retirement Plan reported $155K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #1,470 in Professional & Technical Services (20,321 peers)
Po'e Hana Group Inc. multi-year trail
Po'e Hana Group Inc.'s plans moved +7682.9% in assets from 2022 to 2024; this filing shows Po'e Hana Group Inc. Retirement Plan at $155K / 7 participants.
- #1,470
- in Professional & Technical Services (20,321 peers)
- +295.8%
- assets growth YoY
Po'e Hana Group Inc. Retirement Plan among the smaller filed plans by assets
Po'e Hana Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$155,296 9th percentile higher than 9% 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
Po'e Hana Group Inc. Retirement 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. Po'e Hana Group Inc. Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Po'e Hana Group Inc. Retirement Plan end-of-year assets rose from $39K in the plan year 2022 filing to $155K in the plan year 2023 filing.
- Po'e Hana Group Inc. Retirement Plan reported net income rose from $39K in the plan year 2022 filing to $116K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 861763736 · Po'e Hana Group Inc. PY 2023 · 401(k)
Po'e Hana Group Inc. Retirement Plan · $155K · 7 · 9th
- IND $155K
- IND 7
- IND 9th
- IND 401(k)
- IND near Ardentpress, Inc. 401(k) Plan
- IND ind #1470
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 Hawaii →
Po'e Hana Group Inc. Retirement Plan in the asset neighbourhood
Po'e Hana Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Po'e Hana Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 7682.88132137031% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $39K |
| 2023 | 1 | 7 | $155K |
| 2024 | 1 | 8 | $3M |
Po'e Hana Group Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $39K |
|---|---|
| Net Assets (End of Year) | $155K |
| Net Income | $116K |
| Employer EIN | 861763736 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Po'e Hana Group Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Ardentpress, Inc. 401(k) Plan in CA ($155K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155K here).
- Ardentpress, Inc. 401(k) Plan (CA) $155K · N/A
- Smith Brown Inc 401(k) Plan (IN) $155K · 1
- Levine Ventures Inc. 401(k) Plan (NY) $155K · N/A
- Terratrotters Holdings, Inc. 401(k) Profit Sharing Plan (AZ) $155K · 2
Similar participant headcount
Nearest other-state filings by covered participants (7 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.