401(k) · DOL Form 5500 · 2023

Ohana Pacific Management Co., Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
557
Participants Below avg headcount
58th
Percentile by assets National rank
$17,108
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ohana Pacific Management Company Retirement Plan · Sponsored by Ohana Pacific Management Co., Inc. · Hawaii · Healthcare & Social Assistance

$10M in assets, 557 participants

Ohana Pacific Management Co., Inc.'s Ohana Pacific Management Company Retirement Plan reported $10M in total assets and 557 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,176 in Healthcare & Social Assistance (17,684 peers)

Ohana Pacific Management Co., Inc. multi-year trail

Ohana Pacific Management Co., Inc.'s plans moved +48.2% in assets from 2022 to 2024; this filing shows Ohana Pacific Management Company Retirement Plan at $10M / 557 participants.

#11,176
in Healthcare & Social Assistance (17,684 peers)
+22.9%
assets growth YoY

Ohana Pacific Management Company Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ohana Pacific Management Company Retirement Plan vs every filed plan by assets

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

$9,529,293 Top 42% higher than 58% 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 Pacific Management Company Retirement 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 Pacific Management Company Retirement Plan sits mid-pack in the medium band (557 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohana Pacific Management Company Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ohana Pacific Management Company Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Ohana Pacific Management Company Retirement Plan reported participants fell from 569 in the plan year 2022 filing to 557 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990353868 · Ohana Pacific Management Co., Inc. PY 2023 · 401(k)

Ohana Pacific Management Company Retirement Plan · $10M · 557 · 58th

  • EBSA $10M
  • EBSA 557
  • EBSA 58th
  • EBSA 401(k)
  • EBSA near Make the Road New York 401(k) Profit Sharing Plan and Trust
  • EBSA ind #11176

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 →

Ohana Pacific Management Company Retirement Plan in the asset neighbourhood

Ohana Pacific Management Company Retirement PlanOhana Pacific Management Com…$10MMake the Road New York 401(k) Profit Sharing Plan and TrustMake the Road New York 401(k…$10MFirst Resource Bank 401(k) Profit Sharing PlanFirst Resource Bank 401(k) P…$10MGreene County Health Care, Inc. 401(k) PlanGreene County Health Care, I…$10MEast Arkansas Family Health Center, Inc. 401(k) Profit Sharing PlanEast Arkansas Family Health …$10M
End-of-year total assets ($M) among Ohana Pacific Management Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohana Pacific Management Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ohana Pacific Management Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 48.20662554807872% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.75M $11.5M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 569 $8M
2023 1 557 $10M
2024 1 589 $11M

Ohana Pacific Management Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN990353868
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Ohana Pacific Management Company Retirement Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.52 Total assets ($B) Participants Ohana Pacific Management Company Retirement Plan, Total assets ($B): 0.009529293 · Participants: 557Ohana Pacific Management Company Retirement 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
Ohana Pacific Management Company Retirement Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants

Ohana Pacific Management Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Make the Road New York 401(k) Profit Sharing Plan and Trust in NY ($10M); by covered participants it is Penn Asian Senior Services 401(k) Profit Sharing Plan and T in PA (557 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (557 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 Pacific Management Company Retirement Plan assets move in 2023?
Ohana Pacific Management Company Retirement Plan grew sharply - up 22.9% during 2023, from $8M to $10M. Reported net income was $2M.
How have Ohana Pacific Management Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ohana Pacific Management Co., Inc.'s sponsor-wide assets grew 48.2%, from $8M to $11M.
Which 401(k) plans are similar in size to Ohana Pacific Management Company Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Make the Road New York 401(k) Profit Sharing Plan and Trust in NY ($10M, 302 participants).
Which 401(k) plans cover a similar participant headcount to Ohana Pacific Management Company Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Penn Asian Senior Services 401(k) Profit Sharing Plan and T in PA (557 participants, $4M in assets).