401(k) · DOL Form 5500 · 2023

Kuhana Associates LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
366
Participants Below avg headcount
53rd
Percentile by assets National rank
$20,798
Avg per participant Low balance/head
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Official DOL plan name: Kuhana Associates, LLC 401(k) Retirement Savings Plan · Sponsored by Kuhana Associates LLC · Hawaii · Healthcare & Social Assistance

$8M in assets, 366 participants

Kuhana Associates LLC's Kuhana Associates, LLC 401(k) Retirement Savings Plan reported $8M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,283 in Healthcare & Social Assistance (17,684 peers)

Kuhana Associates LLC multi-year trail

Kuhana Associates LLC's plans moved +31.6% in assets from 2022 to 2024; this filing shows Kuhana Associates, LLC 401(k) Retirement Savings Plan at $8M / 366 participants.

#10,283
in Healthcare & Social Assistance (17,684 peers)
+26.5%
assets growth YoY

Kuhana Associates, LLC 401(k) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kuhana Associates, LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$7,611,894 Top 47% higher than 53% 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

Kuhana Associates, LLC 401(k) Retirement Savings 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. Kuhana Associates, LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (366 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kuhana Associates, LLC 401(k) Retirement Savings Plan reported net income rose from -$702K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kuhana Associates, LLC 401(k) Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Kuhana Associates, LLC 401(k) Retirement Savings Plan reported participants rose from 319 in the plan year 2022 filing to 366 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990335219 · Kuhana Associates LLC PY 2023 · 401(k)

Kuhana Associates, LLC 401(k) Retirement Savings Plan · $8M · 366 · 53rd

  • PCT $8M
  • EIN 366
  • RANK 53rd
  • PHOTO 401(k)
  • IND near Woman's Clinic of Monroe Amc 401(k) Profit Sharing Plan
  • EOY ind #10283

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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →

Kuhana Associates, LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Kuhana Associates, LLC 401(k) Retirement Savings PlanKuhana Associates, LLC 401(k…$8MWoman's Clinic of Monroe Amc 401(k) Profit Sharing PlanWoman's Clinic of Monroe Amc…$8MGleaves Swearingen 401(k) PlanGleaves Swearingen 401(k) Pl…$8MRafih Auto Group Michigan Retirement PlanRafih Auto Group Michigan Re…$8MFresnel Technologies, Inc. 401(k) Savings PlanFresnel Technologies, Inc. 4…$8M
End-of-year total assets ($M) among Kuhana Associates, LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kuhana Associates LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kuhana Associates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 31.624015854352677% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.02M $7.92M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 319 $6M
2023 1 366 $8M
2024 1 357 $8M

Kuhana Associates LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN990335219
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Kuhana Associates, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Kuhana Associates, LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.007611894 · Participants: 366Kuhana Associates, LLC 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
Kuhana Associates, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Kuhana Associates, LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Kuhana Associates, LLC 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 Woman's Clinic of Monroe Amc 401(k) Profit Sharing Plan in LA ($8M); by covered participants it is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (366 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (366 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 Kuhana Associates, LLC 401(k) Retirement Savings Plan assets move in 2023? ▼
Kuhana Associates, LLC 401(k) Retirement Savings Plan grew sharply - up 26.5% during 2023, from $6M to $8M. Reported net income was $2M.
How have Kuhana Associates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kuhana Associates LLC's sponsor-wide assets grew 31.6%, from $6M to $8M.
Which 401(k) plans are similar in size to Kuhana Associates, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woman's Clinic of Monroe Amc 401(k) Profit Sharing Plan in LA ($8M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Kuhana Associates, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (366 participants, $32M 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 990335219.

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.