401(k) · DOL Form 5500 · 2023

Lanai Resorts, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
375
Participants Below avg headcount
68th
Percentile by assets National rank
$42,337
Avg per participant Low balance/head
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Official DOL plan name: Lanai Resorts 401(k) Plan · Sponsored by Lanai Resorts, LLC · Hawaii · Real Estate

$16M in assets, 375 participants

Lanai Resorts, LLC's Lanai Resorts 401(k) Plan reported $16M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,945 in Real Estate (4,727 peers)

Lanai Resorts, LLC multi-year trail

Lanai Resorts, LLC's plans moved +36.5% in assets from 2022 to 2024; this filing shows Lanai Resorts 401(k) Plan at $16M / 375 participants.

#3,945
in Real Estate (4,727 peers)
+20.0%
assets growth YoY

Lanai Resorts 401(k) Plan's outsized position by total assets

Lanai Resorts 401(k) Plan vs every filed plan by assets

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

$15,876,428 Top 32% higher than 68% 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

Lanai Resorts 401(k) 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. Lanai Resorts 401(k) Plan sits mid-pack in the medium band (375 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lanai Resorts 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lanai Resorts 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Lanai Resorts 401(k) Plan reported participants rose from 352 in the plan year 2022 filing to 375 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 990352771 · Lanai Resorts, LLC PY 2023 · 401(k)

Lanai Resorts 401(k) Plan · $16M · 375 · 68th

  • ASSETS $16M
  • ASSETS 375
  • ASSETS 68th
  • ASSETS 401(k)
  • ASSETS near Ness USA, Inc. 401(k) Plan
  • ASSETS ind #3945

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 Real Estate retirement plans → · Plans in Hawaii →

Lanai Resorts 401(k) Plan in the asset neighbourhood

Lanai Resorts 401(k) Plan$16MNess USA, Inc. 401(k) Plan$16MLewis Communications, Inc. 401(k) Profit Sharing PlanLewis Communications, Inc. 4…$16MLeading Authorities, Inc 401(k) Profit Sharing Plan and TrustLeading Authorities, Inc 401…$16MDemakes Enterprises Profit Sharing PlanDemakes Enterprises Profit S…$16M
End-of-year total assets ($M) among Lanai Resorts 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lanai Resorts, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lanai Resorts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 36.453356553666524% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.2M $18.1M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 352 $13M
2023 1 375 $16M
2024 1 368 $18M

Lanai Resorts, LLC filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN990352771
Plan Effective Date2012-09-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Lanai Resorts 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Lanai Resorts 401(k) Plan, Total assets ($B): 0.015876428 · Participants: 375Lanai Resorts 401(k) 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
Lanai Resorts 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Lanai Resorts 401(k) Plan side-by-side with 3 peers →

Lanai Resorts 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Ness USA, Inc. 401(k) Plan in PA ($16M); by covered participants it is Schneider Mills Employees' Trust in NC (375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (375 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 Lanai Resorts 401(k) Plan assets move in 2023? ▼
Lanai Resorts 401(k) Plan grew sharply - up 20.0% during 2023, from $13M to $16M. Reported net income was $3M.
How have Lanai Resorts, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lanai Resorts, LLC's sponsor-wide assets grew 36.5%, from $13M to $18M.
Which 401(k) plans are similar in size to Lanai Resorts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ness USA, Inc. 401(k) Plan in PA ($16M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Lanai Resorts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schneider Mills Employees' Trust in NC (375 participants, $15M 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 990352771.

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.