401(k) · DOL Form 5500 · 2023

Tradewind Group, Inc. 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
401
Participants Below avg headcount
92nd
Percentile by assets National rank
$287,085
Avg per participant High balance/head
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Official DOL plan name: Tradewind Group, Inc Profit Sharing 401(k) Plan · Sponsored by Tradewind Group, Inc. · Hawaii · Finance & Insurance

$115M in assets, 401 participants

Tradewind Group, Inc.'s Tradewind Group, Inc Profit Sharing 401(k) Plan reported $115M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,799 in Finance & Insurance (8,869 peers)

Where Tradewind Group, Inc Profit Sharing 401(k) Plan sits by assets

Tradewind Group, Inc Profit Sharing 401(k) Plan sits in the top 10% of all filed plans by assets, $115M for 401 participants (~$287,085/participant), up 15.3% in 2023.

#7,799
in Finance & Insurance (8,869 peers)
+15.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Tradewind Group, Inc Profit Sharing 401(k) Plan's outsized position by total assets

Tradewind Group, Inc Profit Sharing 401(k) Plan vs every filed plan by assets

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

$115,121,262 Top 8% higher than 92% 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

Tradewind Group, Inc Profit Sharing 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. Tradewind Group, Inc Profit Sharing 401(k) Plan sits mid-pack in the medium band (401 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tradewind Group, Inc Profit Sharing 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Tradewind Group, Inc Profit Sharing 401(k) Plan end-of-year assets rose from $100M in the plan year 2022 filing to $115M in the plan year 2023 filing.
  • Tradewind Group, Inc Profit Sharing 401(k) Plan reported participants rose from 385 in the plan year 2022 filing to 401 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 990291845 · Tradewind Group, Inc. PY 2023 · 401(k)

Tradewind Group, Inc Profit Sharing 401(k) Plan · $115M · 401 · 92nd

  • ASSETS $115M
  • PCT 401
  • EIN 92nd
  • RANK 401(k)
  • PHOTO near Charter Next Generation, Inc. 401(k) Plan
  • IND ind #7799

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 Finance & Insurance retirement plans → · Plans in Hawaii →

Tradewind Group, Inc Profit Sharing 401(k) Plan in the asset neighbourhood

Standard Process Inc. 401(k) and Profit Sharing PlanStandard Process Inc. 401(k)…$115MAmcon, Cemstone and Tcc Employee Savings PlanAmcon, Cemstone and Tcc Empl…$115MTradewind Group, Inc Profit Sharing 401(k) PlanTradewind Group, Inc Profit …$115MCharter Next Generation, Inc. 401(k) PlanCharter Next Generation, Inc…$115MNavitus Health Solutions, LLC Retirement PlanNavitus Health Solutions, LL…$115M
End-of-year total assets ($M) among Tradewind Group, Inc Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$115M
Net Income$15M
Employer EIN990291845
Plan Effective Date1998-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Tradewind Group, Inc.)

Sponsor-wide plan assets over time

All Tradewind Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 25.910035982555012% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $99.9M $126M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 385 $100M
2023 1 401 $115M
2024 1 448 $126M

Nearby 401(k) Plans in Hawaii

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

Tradewind Group, Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 00.511.52 Total assets ($B) Participants Tradewind Group, Inc Profit Sharing 401(k) Plan, Total assets ($B): 0.115121262 · Participants: 401Tradewind Group, Inc Profit Sharing 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
Tradewind Group, Inc Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Tradewind Group, Inc Profit Sharing 401(k) Plan side-by-side with 3 peers →

Tradewind Group, Inc Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Charter Next Generation, Inc. 401(k) Plan in IL ($115M); by covered participants it is Aquafil USA, Inc. 401(k) Plan in GA (401 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (401 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 Tradewind Group, Inc Profit Sharing 401(k) Plan assets move in 2023? ▼
Tradewind Group, Inc Profit Sharing 401(k) Plan grew sharply - up 15.3% during 2023, from $100M to $115M. Reported net income was $15M.
How have Tradewind Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tradewind Group, Inc.'s sponsor-wide assets grew 25.9%, from $100M to $126M.
Where does Tradewind Group, Inc Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Tradewind Group, Inc Profit Sharing 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Tradewind Group, Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charter Next Generation, Inc. 401(k) Plan in IL ($115M, 2,014 participants).
Which 401(k) plans cover a similar participant headcount to Tradewind Group, Inc Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquafil USA, Inc. 401(k) Plan in GA (401 participants, $5M 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 990291845.

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.