ESOP · DOL Form 5500 · 2023

Kai Hi Holdings, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
46
Participants Small participant base
68th
Percentile by assets National rank
$346,432
Avg per participant High balance/head
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Official DOL plan name: Kai Hawaii, Inc. Employee Stock Ownership Plan · Sponsored by Kai Hi Holdings, Inc. · Hawaii · Professional & Technical Services

$16M in assets, 46 participants

Kai Hi Holdings, Inc.'s Kai Hawaii, Inc. Employee Stock Ownership Plan reported $16M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,775 in Professional & Technical Services (20,321 peers)

Kai Hi Holdings, Inc. multi-year trail

Kai Hi Holdings, Inc.'s plans moved +36.6% in assets from 2023 to 2024; this filing shows Kai Hawaii, Inc. Employee Stock Ownership Plan at $16M / 46 participants.

#13,775
in Professional & Technical Services (20,321 peers)
+28.7%
assets growth YoY

Kai Hawaii, Inc. Employee Stock Ownership Plan's outsized position by total assets

Kai Hawaii, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$15,935,873 Top 32% higher than 68% 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

Kai Hawaii, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kai Hawaii, Inc. Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 880901135 · Kai Hi Holdings, Inc. PY 2023 · ESOP

Kai Hawaii, Inc. Employee Stock Ownership Plan · $16M · 46 · 68th

  • IND $16M
  • EOY 46
  • 5500 68th
  • ASSETS ESOP
  • PCT near Kelly Mitchell Employee Stock Ownership Plan
  • EIN ind #13775

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 What is an ESOP? → · Plans in Hawaii →

Kai Hawaii, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tampa Bay Banking Company Employee Stock Ownership PlanTampa Bay Banking Company Em…$16MKai Hawaii, Inc. Employee Stock Ownership PlanKai Hawaii, Inc. Employee St…$16MKelly Mitchell Employee Stock Ownership PlanKelly Mitchell Employee Stoc…$16MMega Western Sales Employee Stock Ownership PlanMega Western Sales Employee …$16MDowling Corporation Employee Stock Ownership PlanDowling Corporation Employee…$16M
End-of-year total assets ($M) among Kai Hawaii, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kai Hi Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Kai Hi Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 36.55275114203031% vs 2023
2024 filing year
$14M$16M$18M$20M$22M$24M 20232024 $15.9M $21.8M ▲ +36.5%
Year Plans Participants Total Assets
2023 1 46 $16M
2024 1 58 $22M

Kai Hi Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN880901135
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Hawaii

Peer ESOP plans, same state, same plan type, ranked by total assets.

Kai Hawaii, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -500050010001500 050100150 Total assets ($M) Participants Kai Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.935873 · Participants: 46Kai Hawaii, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
Kai Hawaii, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Kai Hawaii, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kai Hawaii, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Kelly Mitchell Employee Stock Ownership Plan in MO ($16M); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Kai Hawaii, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kai Hawaii, Inc. Employee Stock Ownership Plan grew sharply - up 28.7% during 2023, from $12M to $16M. Reported net income was $4M.
How have Kai Hi Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Kai Hi Holdings, Inc.'s sponsor-wide assets grew 36.6%, from $16M to $22M.
Which ESOP plans are similar in size to Kai Hawaii, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kelly Mitchell Employee Stock Ownership Plan in MO ($16M, 281 participants).
Which ESOP plans cover a similar participant headcount to Kai Hawaii, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants, $10M 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 880901135.

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.