401(k) · DOL Form 5500 · 2023

Tony Hawaii, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
405
Participants Below avg headcount
80th
Percentile by assets National rank
$79,798
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings · Sponsored by Tony Hawaii, LLC · Hawaii · Retail Trade

$32M in assets, 405 participants

Tony Hawaii, LLC's Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings reported $32M in total assets and 405 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,446 in Retail Trade (8,414 peers)

Where Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings sits by assets

Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings sits in the top quartile of all filed plans by assets, $32M for 405 participants (~$79,798/participant), up 25.9% in 2023.

#7,446
in Retail Trade (8,414 peers)
+25.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings's outsized position by total assets

Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings vs every filed plan by assets

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

$32,318,380 Top 20% higher than 80% 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

Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings 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. Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings sits mid-pack in the medium band (405 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings reported participants fell from 411 in the plan year 2022 filing to 405 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990223623 · Tony Hawaii, LLC PY 2023 · 401(k)

Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings · $32M · 405 · 80th

  • TYPE $32M
  • TYPE 405
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Metron Aviation, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #7446

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 →

Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings in the asset neighbourhood

Tony Hawaii, LLC and Affiliates 401(k) Retirement SavingsTony Hawaii, LLC and Affilia…$32MMetron Aviation, Inc. 401(k) Profit Sharing PlanMetron Aviation, Inc. 401(k)…$32MRees-Jones Holdings LLC 401(k) Profit Sharing PlanRees-Jones Holdings LLC 401(…$32MFirst Western 401(k) Plan$32MThe Angell Pension Group, Inc. Profit Sharing Savings PlanThe Angell Pension Group, In…$32M
End-of-year total assets ($M) among Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$7M
Employer EIN990223623
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tony Hawaii, LLC)

Sponsor-wide plan assets over time

All Tony Hawaii, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 45.54215004632425% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.7M $37.4M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 411 $26M
2023 1 405 $32M
2024 1 408 $37M

Nearby 401(k) Plans in Hawaii

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

Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings, Total assets ($B): 0.03231838 · Participants: 405Tony Hawaii, LLC and Affiliates 401(k) Retirement SavingsThe 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
Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings side-by-side with 3 peers →

Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Metron Aviation, Inc. 401(k) Profit Sharing Plan in VA ($32M); by covered participants it is Children's Specialty Group, PLLC 401(k) Profit Sharing Plan in VA (405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (405 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 Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings assets move in 2023? ▼
Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings grew sharply - up 25.9% during 2023, from $26M to $32M. Reported net income was $7M.
How have Tony Hawaii, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tony Hawaii, LLC's sponsor-wide assets grew 45.5%, from $26M to $37M.
Where does Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings rank by assets among Form 5500 filers? ▼
Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings ranks in the 80th 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 Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings? ▼
Among 401(k) plans in other states, the closest by assets is Metron Aviation, Inc. 401(k) Profit Sharing Plan in VA ($32M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings? ▼
Among 401(k) plans in other states, the closest by covered participants is Children's Specialty Group, PLLC 401(k) Profit Sharing Plan in VA (405 participants, $197M 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 990223623.

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.