401(k) · DOL Form 5500 · 2023

Ies Downsteam LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
129
Participants Small participant base
78th
Percentile by assets National rank
$214,395
Avg per participant Above avg balance/head
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Official DOL plan name: Ies Downstream LLC 401(k) Plan · Sponsored by Ies Downsteam LLC · Hawaii · Utilities

$28M in assets, 129 participants

Ies Downsteam LLC's Ies Downstream LLC 401(k) Plan reported $28M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #297 in Utilities (721 peers)

Coverage in Hawaii

Ies Downstream LLC 401(k) Plan covers 129 participants in Hawaii, about 34% of the average Hawaii filer (state average ~380 per filing). Assets: $28M.

#297
in Utilities (721 peers)
+13.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ies Downstream LLC 401(k) Plan's outsized position by total assets

Ies Downstream LLC 401(k) Plan vs every filed plan by assets

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

$27,656,982 Top 22% higher than 78% 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

Ies Downstream LLC 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. Ies Downstream LLC 401(k) Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ies Downstream LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ies Downstream LLC 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Ies Downstream LLC 401(k) Plan reported participants fell from 133 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 812666260 · Ies Downsteam LLC PY 2023 · 401(k)

Ies Downstream LLC 401(k) Plan · $28M · 129 · 78th

  • NET $28M
  • BOOK 129
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Fuel Tech, Inc. Retirement Savings Plan
  • EBSA ind #297

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 Utilities retirement plans → · Plans in Hawaii →

Ies Downstream LLC 401(k) Plan in the asset neighbourhood

Ies Downstream LLC 401(k) PlanIes Downstream LLC 401(k) Pl…$28MFuel Tech, Inc. Retirement Savings PlanFuel Tech, Inc. Retirement S…$28MBearing & Drive Solutions 401(k) Retirement PlanBearing & Drive Solutions 40…$28MScafco Corporation Profit Sharing 401(k) PlanScafco Corporation Profit Sh…$28MSprenger Retirement Centers Employees' Retirement Plan and TrustSprenger Retirement Centers …$28M
End-of-year total assets ($M) among Ies Downstream LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN812666260
Plan Effective Date2016-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ies Downsteam LLC)

Sponsor-wide plan assets over time

All Ies Downsteam LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 33.98852953106628% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.4M $32.6M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 133 $24M
2023 1 129 $28M
2024 1 140 $33M

Nearby 401(k) Plans in Hawaii

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

Ies Downstream LLC 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Ies Downstream LLC 401(k) Plan, Total assets ($B): 0.027656982 · Participants: 129Ies Downstream LLC 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
Ies Downstream LLC 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Ies Downstream LLC 401(k) Plan side-by-side with 3 peers →

Ies Downstream LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Fuel Tech, Inc. Retirement Savings Plan in IL ($28M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Ies Downstream LLC 401(k) Plan assets move in 2023? ▼
Ies Downstream LLC 401(k) Plan grew at a solid clip - up 13.6% during 2023, from $24M to $28M. Reported net income was $3M.
How have Ies Downsteam LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ies Downsteam LLC's sponsor-wide assets grew 34.0%, from $24M to $33M.
Where does Ies Downstream LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ies Downstream LLC 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ies Downstream LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fuel Tech, Inc. Retirement Savings Plan in IL ($28M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Ies Downstream LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 812666260.

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.