401(k) · DOL Form 5500 · 2023

Kalama Beach Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
381
Participants Below avg headcount
40th
Percentile by assets National rank
$10,384
Avg per participant Low balance/head
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Official DOL plan name: The Kalama Beach Employees Profit Sharing Investment Plan · Sponsored by Kalama Beach Corporation · Hawaii · Retail Trade

$4M in assets, 381 participants

Kalama Beach Corporation's The Kalama Beach Employees Profit Sharing Investment Plan reported $4M in total assets and 381 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,292 in Retail Trade (8,414 peers)

Kalama Beach Corporation multi-year trail

Kalama Beach Corporation's plans moved +24.0% in assets from 2022 to 2024; this filing shows The Kalama Beach Employees Profit Sharing Investment Plan at $4M / 381 participants.

#4,292
in Retail Trade (8,414 peers)
+4.7%
assets growth YoY

The Kalama Beach Employees Profit Sharing Investment Plan's mid-pack asset rank among Retail Trade and all filers

The Kalama Beach Employees Profit Sharing Investment Plan vs every filed plan by assets

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

$3,956,276 40th percentile higher than 40% 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 Kalama Beach Employees Profit Sharing Investment 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 Kalama Beach Employees Profit Sharing Investment Plan sits mid-pack in the medium band (381 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Kalama Beach Employees Profit Sharing Investment Plan reported net income rose from -$327K in the plan year 2022 filing to $203K in the plan year 2023 filing.
  • The Kalama Beach Employees Profit Sharing Investment Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Kalama Beach Employees Profit Sharing Investment Plan reported participants fell from 391 in the plan year 2022 filing to 381 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990140660 · Kalama Beach Corporation PY 2023 · 401(k)

The Kalama Beach Employees Profit Sharing Investment Plan · $4M · 381 · 40th

  • BOY $4M
  • SCH 381
  • EBSA 40th
  • PART 401(k)
  • TYPE near Simpson Electric Company Profit Sharing Plan
  • NET ind #4292

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 Kalama Beach Employees Profit Sharing Investment Plan in the asset neighbourhood

The Kalama Beach Employees Profit Sharing Investment PlanThe Kalama Beach Employees P…$4MSimpson Electric Company Profit Sharing PlanSimpson Electric Company Pro…$4MFields Electrical Sales, Inc. 401(k) PlanFields Electrical Sales, Inc…$4MRetirement Investment Fund Plan/Jacksonville Union EmployeesRetirement Investment Fund P…$4MRothman Realty Corp. Profit Sharing PlanRothman Realty Corp. Profit …$4M
End-of-year total assets ($M) among The Kalama Beach Employees Profit Sharing Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kalama Beach Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Kalama Beach Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.034823316882285% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.78M $4.69M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 391 $4M
2023 1 381 $4M
2024 1 342 $5M

Kalama Beach Corporation filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$203K
Employer EIN990140660
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

The Kalama Beach Employees Profit Sharing Investment Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants The Kalama Beach Employees Profit Sharing Investment Plan, Total assets ($B): 0.003956276 · Participants: 381The Kalama Beach Employees Profit Sharing Investment 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 Kalama Beach Employees Profit Sharing Investment Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare The Kalama Beach Employees Profit Sharing Investment Plan side-by-side with 3 peers →

The Kalama Beach Employees Profit Sharing Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Simpson Electric Company Profit Sharing Plan in SC ($4M); by covered participants it is Feeding America 401(k) Plan in IL (381 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (381 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 Kalama Beach Employees Profit Sharing Investment Plan assets move in 2023? ▼
The Kalama Beach Employees Profit Sharing Investment Plan edged up modestly - up 4.7% during 2023, from $4M to $4M. Reported net income was $203K.
How have Kalama Beach Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalama Beach Corporation's sponsor-wide assets grew 24.0%, from $4M to $5M.
Which 401(k) plans are similar in size to The Kalama Beach Employees Profit Sharing Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simpson Electric Company Profit Sharing Plan in SC ($4M, 96 participants).
Which 401(k) plans cover a similar participant headcount to The Kalama Beach Employees Profit Sharing Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Feeding America 401(k) Plan in IL (381 participants, $64M 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 990140660.

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.