401(k) · DOL Form 5500 · 2023
Alaka'ina Foundation 401(k) Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 1,462
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $56,882
- Avg per participant Low balance/head
Official DOL plan name: Alaka'ina Foundation 401(k) Savings Plan · Sponsored by Alaka'ina Foundation · Florida · Professional & Technical Services
$83M in assets, 1,462 participants
Alaka'ina Foundation's Alaka'ina Foundation 401(k) Savings Plan reported $83M in total assets and 1,462 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,530 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Alaka'ina Foundation 401(k) Savings Plan covers 1,462 participants in Florida, 2.3x the typical Florida plan (state average ~628 per filing). Assets: $83M.
- #18,530
- in Professional & Technical Services (20,321 peers)
- +29.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Alaka'ina Foundation 401(k) Savings Plan's outsized position by total assets
Alaka'ina Foundation 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$83,161,203 Top 10% higher than 90% 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
Alaka'ina Foundation 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alaka'ina Foundation 401(k) Savings Plan lands in the large band (1,462 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alaka'ina Foundation 401(k) Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Alaka'ina Foundation 401(k) Savings Plan end-of-year assets rose from $64M in the plan year 2022 filing to $83M in the plan year 2023 filing.
- Alaka'ina Foundation 401(k) Savings Plan reported participants rose from 1,237 in the plan year 2022 filing to 1,462 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 450538257 · Alaka'ina Foundation PY 2023 · 401(k)
Alaka'ina Foundation 401(k) Savings Plan · $83M · 1,462 · 90th
- VS-ST $83M
- BOY 1,462
- SCH 90th
- EBSA 401(k)
- PART near Dennis Group 401(k) Profit Sharing Plan
- TYPE ind #18530
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 Florida →
Alaka'ina Foundation 401(k) Savings Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $19M |
| Employer EIN | 450538257 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alaka'ina Foundation)
Sponsor-wide plan assets over time
All Alaka'ina Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 54.32002781145566% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,237 | $64M |
| 2023 | 1 | 1,462 | $83M |
| 2024 | 1 | 1,450 | $99M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Alaka'ina Foundation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Dennis Group 401(k) Profit Sharing Plan in MA ($83M); by covered participants it is The North West Company (International), Inc. Employee Savings Plan in AK (1,461 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,462 participants); asset peers above are excluded.
- The North West Company (International), Inc. Employee Savings Plan (AK) 1,461 · 1 off
- Gulfside Casino Partnership 401(k) Plan (MS) 1,461 · 1 off
- Janus International Group, LLC 401(k) Plan (GA) 1,463 · 1 off
- Itg Holdings USA, Inc. Employee Savings & Retirement Plan (NC) 1,461 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.