401(k) · DOL Form 5500 · 2023

NA Hoku, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
358
Participants Below avg headcount
79th
Percentile by assets National rank
$80,323
Avg per participant Below avg balance/head
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Official DOL plan name: The NA Hoku, Inc. 401(k) Savings Plan · Sponsored by NA Hoku, Inc. · Hawaii · Retail Trade

$29M in assets, 358 participants

NA Hoku, Inc.'s The NA Hoku, Inc. 401(k) Savings Plan reported $29M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,332 in Retail Trade (8,414 peers)

Where The NA Hoku, Inc. 401(k) Savings Plan sits by assets

The NA Hoku, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $29M for 358 participants (~$80,323/participant), up 18.3% in 2023.

#7,332
in Retail Trade (8,414 peers)
+18.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The NA Hoku, Inc. 401(k) Savings Plan's outsized position by total assets

The NA Hoku, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$28,755,468 Top 21% higher than 79% 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

The NA Hoku, Inc. 401(k) Savings 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. The NA Hoku, Inc. 401(k) Savings Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The NA Hoku, Inc. 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The NA Hoku, Inc. 401(k) Savings Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • The NA Hoku, Inc. 401(k) Savings Plan reported participants rose from 313 in the plan year 2022 filing to 358 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990081236 · NA Hoku, Inc. PY 2023 · 401(k)

The NA Hoku, Inc. 401(k) Savings Plan · $29M · 358 · 79th

  • BOOK $29M
  • VS-ST 358
  • BOY 79th
  • SCH 401(k)
  • EBSA near Mariner Investment Group, LLC 401(k) Profit Sharing Plan
  • PART ind #7332

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 Retail Trade retirement plans → · Plans in Hawaii →

The NA Hoku, Inc. 401(k) Savings Plan in the asset neighbourhood

The NA Hoku, Inc. 401(k) Savings PlanThe NA Hoku, Inc. 401(k) Sav…$29MElgin Fastener Group, LLC Master Savings and Profit Sharing PlanElgin Fastener Group, LLC Ma…$29MMariner Investment Group, LLC 401(k) Profit Sharing PlanMariner Investment Group, LL…$29MWoodmont Real Estate Services, L.P. 401(k) Profit Sharing PlanWoodmont Real Estate Service…$29MNwl, Inc. 401(k) Retirement PlanNwl, Inc. 401(k) Retirement …$29M
End-of-year total assets ($M) among The NA Hoku, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN990081236
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NA Hoku, Inc.)

Sponsor-wide plan assets over time

All NA Hoku, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.291860337741337% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $31.4M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 313 $24M
2023 1 358 $29M
2024 1 347 $31M

Nearby 401(k) Plans in Hawaii

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

The NA Hoku, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants The NA Hoku, Inc. 401(k) Savings Plan, Total assets ($B): 0.028755468 · Participants: 358The NA Hoku, Inc. 401(k) Savings 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
The NA Hoku, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare The NA Hoku, Inc. 401(k) Savings Plan side-by-side with 3 peers →

The NA Hoku, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Mariner Investment Group, LLC 401(k) Profit Sharing Plan in NY ($29M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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 The NA Hoku, Inc. 401(k) Savings Plan assets move in 2023? ▼
The NA Hoku, Inc. 401(k) Savings Plan grew sharply - up 18.3% during 2023, from $24M to $29M. Reported net income was $4M.
How have NA Hoku, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), NA Hoku, Inc.'s sponsor-wide assets grew 29.3%, from $24M to $31M.
Where does The NA Hoku, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The NA Hoku, Inc. 401(k) Savings Plan ranks in the 79th 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 The NA Hoku, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mariner Investment Group, LLC 401(k) Profit Sharing Plan in NY ($29M, 111 participants).
Which 401(k) plans cover a similar participant headcount to The NA Hoku, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants, $72M 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 990081236.

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.