Other · DOL Form 5500 · 2023
Aloha House Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 194
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $23,024
- Avg per participant Low balance/head
Official DOL plan name: 403b Thrift Plan of Aloha House Inc. · Sponsored by Aloha House Inc. · Hawaii · Healthcare & Social Assistance
$4M in assets, 194 participants
Aloha House Inc.'s 403b Thrift Plan of Aloha House Inc. reported $4M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,073 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
403b Thrift Plan of Aloha House Inc. holds $4M for 194 participants - about $23,024 per participant, in the lower half of filed plans by assets.
- #8,073
- in Healthcare & Social Assistance (17,684 peers)
- -3.3%
- assets change YoY
The plan reported a net loss of $153K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403b Thrift Plan of Aloha House Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403b Thrift Plan of Aloha House Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,466,671 42nd percentile higher than 42% 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
403b Thrift Plan of Aloha House Inc. 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. 403b Thrift Plan of Aloha House Inc. sits mid-pack in the medium band (194 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403b Thrift Plan of Aloha House Inc. reported net income rose from -$1M in the plan year 2022 filing to -$153K in the plan year 2023 filing.
- 403b Thrift Plan of Aloha House Inc. reported participants rose from 179 in the plan year 2022 filing to 194 in the plan year 2023 filing.
- 403b Thrift Plan of Aloha House Inc. end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 990173804 · Aloha House Inc. PY 2023 · Other
403b Thrift Plan of Aloha House Inc. · $4M · 194 · 42nd
- BOOK $4M
- VS-ST 194
- BOY 42nd
- SCH Other
- EBSA near Wcmcaa 403b Retirement Plan
- PART ind #8073
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 →
403b Thrift Plan of Aloha House Inc. in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$153K |
| Employer EIN | 990173804 |
| Plan Effective Date | 2004-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aloha House Inc.)
Sponsor-wide plan assets over time
All Aloha House Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 9.373338586358875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $5M |
| 2023 | 1 | 194 | $4M |
| 2024 | 1 | 199 | $5M |
Nearby Other Plans in Hawaii
Peer Other plans, same state, same plan type, ranked by total assets.
- Hawai'i Pacific Health 403(b) Savings Plan $1.3B · 7,137
- Punahou School Defined Contribution Retirement Plan $299M · 932
- Iolani School Defined Contribution Retirement Plan $185M · 494
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $149M · 871
- The Queen's Health Systems Retirement Plus Plan $112M · 587
403b Thrift Plan of Aloha House Inc.'s out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Wcmcaa 403b Retirement Plan in MO ($4M); by covered participants it is American Academy of Dermatology 403b Plan in IL (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.
- American Academy of Dermatology 403b Plan (IL) 194 · 0 off
- The Seven Hills School Retirement Plan (OH) 194 · 0 off
- Governor Dummer Academy Defined Contribution Retirement Plan (MA) 194 · 0 off
- Wesleyan College Retirement Plan (GA) 194 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.