401(k) · DOL Form 5500 · 2023

Ohana Growth Partners, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
923
Participants Near avg headcount
41st
Percentile by assets National rank
$4,449
Avg per participant Low balance/head
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Official DOL plan name: Ohana Growth Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Ohana Growth Partners, LLC · Maryland · Arts, Entertainment & Recreation

$4M in assets, 923 participants

Ohana Growth Partners, LLC's Ohana Growth Partners, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 923 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,823 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Ohana Growth Partners, LLC 401(k) Profit Sharing Plan ranks #1,823 of 2,945 2023 filers by assets (676% of the sector average)-$4M for 923 participants.

#1,823
in Arts, Entertainment & Recreation (2,945 peers)
+32.8%
assets growth YoY

Ohana Growth Partners, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Ohana Growth Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,106,362 41st percentile higher than 41% 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

Ohana Growth Partners, LLC 401(k) Profit Sharing 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. Ohana Growth Partners, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (923 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohana Growth Partners, LLC 401(k) Profit Sharing Plan reported net income rose from $101K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ohana Growth Partners, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ohana Growth Partners, LLC 401(k) Profit Sharing Plan reported participants rose from 816 in the plan year 2022 filing to 923 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611745745 · Ohana Growth Partners, LLC PY 2023 · 401(k)

Ohana Growth Partners, LLC 401(k) Profit Sharing Plan · $4M · 923 · 41st

  • ASSETS $4M
  • ASSETS 923
  • ASSETS 41st
  • ASSETS 401(k)
  • ASSETS near Oneta Company Profit Sharing Plan
  • ASSETS ind #1823

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 Arts, Entertainment & Recreation retirement plans → · Plans in Maryland →

Ohana Growth Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Ohana Growth Partners, LLC 401(k) Profit Sharing PlanOhana Growth Partners, LLC 4…$4MOneta Company Profit Sharing PlanOneta Company Profit Sharing…$4MGardner-Fox Associates, Inc. 401(k) & Profit Sharing PlanGardner-Fox Associates, Inc.…$4MBig Shoulders Digital Video Retirement PlanBig Shoulders Digital Video …$4MGarland Eye Associates, P.a. 401(k) PlanGarland Eye Associates, P.a.…$4M
End-of-year total assets ($M) among Ohana Growth Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN611745745
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohana Growth Partners, LLC)

Sponsor-wide plan assets over time

All Ohana Growth Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 32.848551120831054% vs 2022
2023 filing year
$2.5M$3M$3.5M$4M$4.5M 20222023 $3.09M $4.11M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 816 $3M
2023 1 923 $4M

Nearby 401(k) Plans in Maryland

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

Ohana Growth Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ohana Growth Partners, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.004106362 · Participants: 923Ohana Growth Partners, LLC 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Ohana Growth Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Ohana Growth Partners, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ohana Growth Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Oneta Company Profit Sharing Plan in TX ($4M); by covered participants it is Rehabvisions 401(k) Plan in NE (923 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (923 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 Ohana Growth Partners, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Ohana Growth Partners, LLC 401(k) Profit Sharing Plan surged - up 32.8% during 2023, from $3M to $4M. Reported net income was $1M.
How have Ohana Growth Partners, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ohana Growth Partners, LLC's sponsor-wide assets grew 32.8%, from $3M to $4M.
Which 401(k) plans are similar in size to Ohana Growth Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oneta Company Profit Sharing Plan in TX ($4M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Ohana Growth Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rehabvisions 401(k) Plan in NE (923 participants, $41M 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 611745745.

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.