401(k) · DOL Form 5500 · 2023

Hotel 401(k) Retirement Savings Plan 401(k) Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
6,909
Participants Above avg headcount
93rd
Percentile by assets National rank
$21,603
Avg per participant Low balance/head
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Official DOL plan name: Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan · Sponsored by Hotel 401(k) Retirement Savings Plan · Hawaii · Food Services & Accommodation

$149M in assets, 6,909 participants

Hotel 401(k) Retirement Savings Plan's Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan reported $149M in total assets and 6,909 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,764 in Food Services & Accommodation (3,828 peers)

Coverage in Hawaii

Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan covers 6,909 participants in Hawaii, 18x the typical Hawaii plan (state average ~380 per filing). Assets: $149M.

#3,764
in Food Services & Accommodation (3,828 peers)
+16.4%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan's outsized position by total assets

Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan vs every filed plan by assets

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

$149,251,845 Top 7% higher than 93% 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

Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan lands in the large band (6,909 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan reported net income rose from -$19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan end-of-year assets rose from $128M in the plan year 2022 filing to $149M in the plan year 2023 filing.
  • Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan reported participants rose from 6,494 in the plan year 2022 filing to 6,909 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 990292187 · Hotel 401(k) Retirement Savings Plan PY 2023 · 401(k)

Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan · $149M · 6,909 · 93rd

  • BOOK $149M
  • BOOK 6,909
  • BOOK 93rd
  • BOOK 401(k)
  • BOOK near Core Laboratories Profit Sharing and Retirement Plan
  • BOOK ind #3764

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 →

Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan in the asset neighbourhood

Daiwa Capital Markets America Inc. Retirement Investment PlanDaiwa Capital Markets Americ…$149MIBEW Local Union 271 NECA 401(k) Retirement PlanIBEW Local Union 271 NECA 40…$149MHotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings PlanHotel Union and Hotel Indust…$149MCore Laboratories Profit Sharing and Retirement PlanCore Laboratories Profit Sha…$149MInsitu, Inc. 401(k) Plan$149M
End-of-year total assets ($M) among Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$149M
Net Income$21M
Employer EIN990292187
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hotel 401(k) Retirement Savings Plan)

Sponsor-wide plan assets over time

All Hotel 401(k) Retirement Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$171M 33.59649415713786% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $128M $171M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 6,494 $128M
2023 1 6,909 $149M
2024 1 7,137 $171M

Nearby 401(k) Plans in Hawaii

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

Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.52 Total assets ($B) Participants Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan, Total assets ($B): 0.149251845 · Participants: 6909Hotel Union and Hotel Industry of Hawaii 401(k) Retirement 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
Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan side-by-side with 3 peers →

Scale composition for Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan

Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan reports $149M in end-of-year assets across 6,909 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $21,603 per participant (16% of the national average assets-per-participant) . Net income for plan year 2023 was $21M.

This plan identity (EIN 990292187, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $128M to $171M (+33.6%) while covered participants moved from 6,494 to 7,137 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,494 $128M Open filing
2023 6,909 $149M This page
2024 · index core 7,137 $171M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Core Laboratories Profit Sharing and Retirement Plan in TX ($149M); by covered participants it is American Financial Group 401(k) Retirement and Savings Plan in OH (6,912 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,909 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 Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan assets move in 2023? ▼
Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan grew sharply - up 16.4% during 2023, from $128M to $149M. Reported net income was $21M.
How have Hotel 401(k) Retirement Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hotel 401(k) Retirement Savings Plan's sponsor-wide assets grew 33.6%, from $128M to $171M.
Where does Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan ranks in the 93rd 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 Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Core Laboratories Profit Sharing and Retirement Plan in TX ($149M, 900 participants).
Which 401(k) plans cover a similar participant headcount to Hotel Union and Hotel Industry of Hawaii 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Financial Group 401(k) Retirement and Savings Plan in OH (6,912 participants, $2.1B 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 990292187.

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.