401(k) · DOL Form 5500 · 2023

Halekulani Corporation 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
852
Participants Near avg headcount
91st
Percentile by assets National rank
$114,348
Avg per participant Below avg balance/head
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Official DOL plan name: Halekulani Corporation Cash Accumulation Plan · Sponsored by Halekulani Corporation · Hawaii · Food Services & Accommodation

$97M in assets, 852 participants

Halekulani Corporation's Halekulani Corporation Cash Accumulation Plan reported $97M in total assets and 852 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,742 in Food Services & Accommodation (3,828 peers)

Coverage in Hawaii

Halekulani Corporation Cash Accumulation Plan covers 852 participants in Hawaii, 2.2x the typical Hawaii plan (state average ~380 per filing). Assets: $97M.

#3,742
in Food Services & Accommodation (3,828 peers)
+11.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Halekulani Corporation Cash Accumulation Plan's outsized position by total assets

Halekulani Corporation Cash Accumulation Plan vs every filed plan by assets

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

$97,424,406 Top 9% higher than 91% 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

Halekulani Corporation Cash Accumulation 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. Halekulani Corporation Cash Accumulation Plan sits mid-pack in the medium band (852 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halekulani Corporation Cash Accumulation Plan reported net income rose from -$21M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Halekulani Corporation Cash Accumulation Plan end-of-year assets rose from $88M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • Halekulani Corporation Cash Accumulation Plan reported participants rose from 795 in the plan year 2022 filing to 852 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990202926 · Halekulani Corporation PY 2023 · 401(k)

Halekulani Corporation Cash Accumulation Plan · $97M · 852 · 91st

  • PHOTO $97M
  • IND 852
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Harbert Retirement Plan
  • PCT ind #3742

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 Food Services & Accommodation retirement plans → · Plans in Hawaii →

Halekulani Corporation Cash Accumulation Plan in the asset neighbourhood

Crowley Fleck Pllp Profit Sharing Plan and TrustCrowley Fleck Pllp Profit Sh…$97MBerkshire Partners LLC Retirement PlanBerkshire Partners LLC Retir…$97MMotional Ad Retirement Savings ProgramMotional Ad Retirement Savin…$97MHalekulani Corporation Cash Accumulation PlanHalekulani Corporation Cash …$97MHarbert Retirement Plan$97M
End-of-year total assets ($M) among Halekulani Corporation Cash Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$97M
Net Income$10M
Employer EIN990202926
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halekulani Corporation)

Sponsor-wide plan assets over time

All Halekulani Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$105M 20.03271701091276% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $87.7M $105M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 795 $88M
2023 1 852 $97M
2024 1 900 $105M

Nearby 401(k) Plans in Hawaii

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

Halekulani Corporation Cash Accumulation Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.52 Total assets ($B) Participants Halekulani Corporation Cash Accumulation Plan, Total assets ($B): 0.097424406 · Participants: 852Halekulani Corporation Cash Accumulation PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
Halekulani Corporation Cash Accumulation Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Halekulani Corporation Cash Accumulation Plan side-by-side with 3 peers →

Halekulani Corporation Cash Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Harbert Retirement Plan in AL ($97M); by covered participants it is Hvcu 401(k) Plan in NY (852 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($97M here).

Similar participant headcount

Nearest other-state filings by covered participants (852 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 Halekulani Corporation Cash Accumulation Plan assets move in 2023? ▼
Halekulani Corporation Cash Accumulation Plan grew at a solid clip - up 11.1% during 2023, from $88M to $97M. Reported net income was $10M.
How have Halekulani Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Halekulani Corporation's sponsor-wide assets grew 20.0%, from $88M to $105M.
Where does Halekulani Corporation Cash Accumulation Plan rank by assets among Form 5500 filers? ▼
Halekulani Corporation Cash Accumulation Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Halekulani Corporation Cash Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harbert Retirement Plan in AL ($97M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Halekulani Corporation Cash Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hvcu 401(k) Plan in NY (852 participants, $79M 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 990202926.

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.