401(k) · DOL Form 5500 · 2023

Hale Makua Health Services 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
401
Participants Below avg headcount
67th
Percentile by assets National rank
$37,767
Avg per participant Low balance/head
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Official DOL plan name: Hale Makua Health Services 401(k) Plan · Sponsored by Hale Makua Health Services · Hawaii · Healthcare & Social Assistance

$15M in assets, 401 participants

Hale Makua Health Services's Hale Makua Health Services 401(k) Plan reported $15M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,795 in Healthcare & Social Assistance (17,684 peers)

Hale Makua Health Services multi-year trail

Hale Makua Health Services's plans moved -44.5% in assets from 2022 to 2024; this filing shows Hale Makua Health Services 401(k) Plan at $15M / 401 participants.

#12,795
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY

Hale Makua Health Services 401(k) Plan's outsized position by total assets

Hale Makua Health Services 401(k) Plan vs every filed plan by assets

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

$15,144,393 Top 33% higher than 67% 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

Hale Makua Health Services 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. Hale Makua Health Services 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

  • Hale Makua Health Services 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hale Makua Health Services 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Hale Makua Health Services 401(k) Plan reported participants fell from 441 in the plan year 2022 filing to 401 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990080460 · Hale Makua Health Services PY 2023 · 401(k)

Hale Makua Health Services 401(k) Plan · $15M · 401 · 67th

  • EOY $15M
  • 5500 401
  • ASSETS 67th
  • PCT 401(k)
  • EIN near Sewell Family of Companies, Inc. 401(k) Profit Sharing Plan
  • RANK ind #12795

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 →

Hale Makua Health Services 401(k) Plan in the asset neighbourhood

Moore Automotive, Inc. 401(k) Plan & TrustMoore Automotive, Inc. 401(k…$15MHale Makua Health Services 401(k) PlanHale Makua Health Services 4…$15MSewell Family of Companies, Inc. 401(k) Profit Sharing PlanSewell Family of Companies, …$15ME.L.F. Cosmetics, Inc. 401(k) PlanE.L.F. Cosmetics, Inc. 401(k…$15MCooperative Home Care Associates, Inc. 401(k) PlanCooperative Home Care Associ…$15M
End-of-year total assets ($M) among Hale Makua Health Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hale Makua Health Services multi-year asset trail

Sponsor-wide plan assets over time

All Hale Makua Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$17M 44.48478321156164% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $31.2M $17.3M ▼ -44.5%
Year Plans Participants Total Assets
2022 3 651 $31M
2023 3 587 $36M
2024 2 574 $17M

Hale Makua Health Services filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN990080460
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Hale Makua Health Services 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 ($B) Participants Hale Makua Health Services 401(k) Plan, Total assets ($B): 0.015144393 · Participants: 401Hale Makua Health Services 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
Hale Makua Health Services 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Hale Makua Health Services 401(k) Plan side-by-side with 3 peers →

Hale Makua Health Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Sewell Family of Companies, Inc. 401(k) Profit Sharing Plan in TX ($15M); 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 Hale Makua Health Services 401(k) Plan assets move in 2023? ▼
Hale Makua Health Services 401(k) Plan grew at a solid clip - up 14.7% during 2023, from $13M to $15M. Reported net income was $2M.
How have Hale Makua Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hale Makua Health Services's sponsor-wide assets declined 44.5%, from $31M to $17M.
Which 401(k) plans are similar in size to Hale Makua Health Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sewell Family of Companies, Inc. 401(k) Profit Sharing Plan in TX ($15M, 400 participants).
Which 401(k) plans cover a similar participant headcount to Hale Makua Health Services 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 990080460.

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.