ESOP · DOL Form 5500 · 2023
Austin, Tsutsumi & Associates, Inc ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $68,117
- Avg per participant Below avg balance/head
Official DOL plan name: Austin, Tsutsumi & Associates, Inc ESOP · Sponsored by Austin, Tsutsumi & Associates, Inc · Hawaii · Professional & Technical Services
$5M in assets, 69 participants
Austin, Tsutsumi & Associates, Inc's Austin, Tsutsumi & Associates, Inc ESOP reported $5M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,293 in Professional & Technical Services (20,321 peers)
Austin, Tsutsumi & Associates, Inc multi-year trail
Austin, Tsutsumi & Associates, Inc's plans moved +43.6% in assets from 2022 to 2024; this filing shows Austin, Tsutsumi & Associates, Inc ESOP at $5M / 69 participants.
- #8,293
- in Professional & Technical Services (20,321 peers)
- +2.2%
- assets growth YoY
Austin, Tsutsumi & Associates, Inc ESOP's mid-pack asset rank among Professional & Technical Services and all filers
Austin, Tsutsumi & Associates, Inc ESOP vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,700,102 43rd percentile higher than 43% 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
Austin, Tsutsumi & Associates, Inc ESOP among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Austin, Tsutsumi & Associates, Inc ESOP is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Austin, Tsutsumi & Associates, Inc ESOP reported net income fell from $828K in the plan year 2022 filing to $231K in the plan year 2023 filing.
- Austin, Tsutsumi & Associates, Inc ESOP reported participants rose from 66 in the plan year 2022 filing to 69 in the plan year 2023 filing.
- Austin, Tsutsumi & Associates, Inc ESOP end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 990088019 · Austin, Tsutsumi & Associates, Inc PY 2023 · ESOP
Austin, Tsutsumi & Associates, Inc ESOP · $5M · 69 · 43rd
- BOY $5M
- BOY 69
- BOY 43rd
- BOY ESOP
- BOY near Eac Pinnacle Holdings Inc. Employee Stock Ownership Plan
- BOY ind #8293
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 What is an ESOP? → · Plans in Hawaii →
Austin, Tsutsumi & Associates, Inc ESOP in the asset neighbourhood
Austin, Tsutsumi & Associates, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Austin, Tsutsumi & Associates, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 43.61148546594005% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 136 | $24M |
| 2023 | 2 | 143 | $28M |
| 2024 | 2 | 153 | $34M |
Austin, Tsutsumi & Associates, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $231K |
| Employer EIN | 990088019 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Hawaii
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Roberts Hawaii, Inc. Employee Stock Ownership Plan $128M · 1,144
- Gpf Life and Health Benefits Co. Employee Stock Ownership Plan $128M · 102
- Bowers & Kubota Consulting, Inc. ESOP $124M · 258
- R. M. Towill Corporation Employee Stock Ownership Plan $116M · 96
- Hpm Building Supply Employee Stock Ownership Plan $100M · 381
Austin, Tsutsumi & Associates, Inc ESOP's out-of-state ESOP peers by assets and headcount
Outside Hawaii, the nearest ESOP by assets is Eac Pinnacle Holdings Inc. Employee Stock Ownership Plan in IL ($5M); by covered participants it is Oconee Savings & Loan Association Employee Stock Ownership Plan in SC (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (69 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.