401(k) · DOL Form 5500 · 2023

Tradewind Group, Inc. 401(k) Plan

Data updated 2026-08-11

$115M
Total assets: 401
Participants: 92nd
Percentile by assets: $287,085
Avg per participant

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.

92nd percentile by assets (of 127,072 plans)
#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.

$115M
total plan assets (2023 EOY): 401
covered participants: 92nd
percentile by assets (of 127,072 plans): $287,085
avg assets per participant

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

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 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 →

State

Hawaii

Industry

Finance & Insurance

Tradewind Group, Inc Profit Sharing 401(k) Plan vs the 2023 asset distribution

By assets, Tradewind Group, Inc Profit Sharing 401(k) Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$100M
Net Assets (End of Year)	$115M
Net Income	$15M
Employer EIN	990291845
Plan Effective Date	1998-06-30
Filing Status	FILING RECEIVED

Sponsor Plan History (Tradewind Group, Inc.)

Total plan assets by year, all Tradewind Group, Inc. plans on file

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

The Queen's Health Systems Retirement Savings Plan $1.6B · 8,612
Bank of Hawaii Retirement Savings Plan $759M · 2,094
Hawaiian Electric Industries Retirement Savings Plan $685M · 2,679
Hawaiian Airlines, Inc. Pilots' 401(k) Plan $582M · 1,021
Kamehameha Schools 401(k) Retirement Savings Plan $558M · 2,460

Compare Tradewind Group, Inc Profit Sharing 401(… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tradewind Group, Inc Profit Sharing 401(k) Plan by total assets, not by location.

Charter Next Generation, Inc. 401(k) Plan (IL) $115M · 2,014
Standard Process Inc. 401(k) and Profit Sharing Plan (WI) $115M · 559
Amcon, Cemstone and Tcc Employee Savings Plan (MN) $115M · 960
Navitus Health Solutions, LLC Retirement Plan (WI) $115M · 1,273

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).

Next read for Tradewind Group, Inc Profit Sharing 401(…

Scale reading

Ways to act on Tradewind Group, Inc Profit Sharing 401(k) Plan's numbers.

By total assets, Tradewind Group, Inc Profit Sharing 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Hawaii. Compare plans
Tradewind Group, Inc.'s sponsor-wide assets have grown 25.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.