401(k) · DOL Form 5500 · 2023
James Campbell Company LLC 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 57
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $775,524
- Avg per participant High balance/head
Official DOL plan name: Savings Plan for Employees of James Campbell Company LLC · Sponsored by James Campbell Company LLC · Hawaii · Real Estate
$44M in assets, 57 participants
James Campbell Company LLC's Savings Plan for Employees of James Campbell Company LLC reported $44M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #4,429 in Real Estate (4,727 peers)
Where Savings Plan for Employees of James Campbell Company LLC sits by assets
Savings Plan for Employees of James Campbell Company LLC sits in the top quartile of all filed plans by assets, $44M for 57 participants (~$775,524/participant), up 28.4% in 2023.
- #4,429
- in Real Estate (4,727 peers)
- +28.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Savings Plan for Employees of James Campbell Company LLC's outsized position by total assets
Savings Plan for Employees of James Campbell Company LLC vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,204,855 Top 16% higher than 84% 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
Savings Plan for Employees of James Campbell Company LLC among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savings Plan for Employees of James Campbell Company LLC is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Savings Plan for Employees of James Campbell Company LLC reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Savings Plan for Employees of James Campbell Company LLC end-of-year assets rose from $34M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Savings Plan for Employees of James Campbell Company LLC reported participants rose from 48 in the plan year 2022 filing to 57 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 680613356 · James Campbell Company LLC PY 2023 · 401(k)
Savings Plan for Employees of James Campbell Company LLC · $44M · 57 · 84th
- SCH $44M
- EBSA 57
- PART 84th
- TYPE 401(k)
- NET near South Texas Oncology & Hematology, PLLC 401(k) Profit Sharing Plan
- BOOK ind #4429
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 Real Estate retirement plans → · Plans in Hawaii →
Savings Plan for Employees of James Campbell Company LLC in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $10M |
| Employer EIN | 680613356 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James Campbell Company LLC)
Sponsor-wide plan assets over time
All James Campbell Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 51.84551868295046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $34M |
| 2023 | 1 | 57 | $44M |
| 2024 | 1 | 55 | $52M |
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
Savings Plan for Employees of James Campbell Company LLC's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is South Texas Oncology & Hematology, PLLC 401(k) Profit Sharing Plan in TX ($44M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- The Herjavec Group Corp 401(k) Plan (CA) 57 · 0 off
- Gallagher Asphalt Corporation Employees' Profit Sharing Plan (IL) 57 · 0 off
- Baker Tilly Wealth Management Pep (SD) 57 · 0 off
- Kwik Goal Ltd. 401(k) Plan (PA) 57 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.