ESOP · DOL Form 5500 · 2023

Aloha Shoyu Company, Ltd ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
53
Participants Small participant base
48th
Percentile by assets National rank
$112,838
Avg per participant Below avg balance/head
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Official DOL plan name: Aloha Shoyu Company, Limited Employee Stock Ownership Plan · Sponsored by Aloha Shoyu Company, Ltd · Hawaii · Manufacturing

$6M in assets, 53 participants

Aloha Shoyu Company, Ltd's Aloha Shoyu Company, Limited Employee Stock Ownership Plan reported $6M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,909 in Manufacturing (18,722 peers)

What the 2023 filing shows

Aloha Shoyu Company, Limited Employee Stock Ownership Plan holds $6M for 53 participants - about $112,838 per participant, in the lower half of filed plans by assets.

#5,909
in Manufacturing (18,722 peers)
-3.7%
assets change YoY

The plan reported a net loss of $296K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aloha Shoyu Company, Limited Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Aloha Shoyu Company, Limited Employee Stock Ownership Plan vs every filed plan by assets

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

$5,980,427 48th percentile higher than 48% 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

Aloha Shoyu Company, Limited 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. Aloha Shoyu Company, Limited Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aloha Shoyu Company, Limited Employee Stock Ownership Plan reported net income fell from $966K in the plan year 2022 filing to -$296K in the plan year 2023 filing.
  • Aloha Shoyu Company, Limited Employee Stock Ownership Plan reported participants fell from 57 in the plan year 2022 filing to 53 in the plan year 2023 filing.
  • Aloha Shoyu Company, Limited Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 990065662 · Aloha Shoyu Company, Ltd PY 2023 · ESOP

Aloha Shoyu Company, Limited Employee Stock Ownership Plan · $6M · 53 · 48th

  • ASSETS $6M
  • ASSETS 53
  • ASSETS 48th
  • ASSETS ESOP
  • ASSETS near Saw Ventures, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5909

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 →

Aloha Shoyu Company, Limited Employee Stock Ownership Plan in the asset neighbourhood

Aloha Shoyu Company, Limited Employee Stock Ownership PlanAloha Shoyu Company, Limited…$6MSaw Ventures, Inc. Employee Stock Ownership PlanSaw Ventures, Inc. Employee …$6MWilhite Electric Company, Inc. Employee Stock Ownership PlanWilhite Electric Company, In…$6MMiles Treaster & Associates Employee Stock Ownership PlanMiles Treaster & Associates …$6MBoudreau Pipeline Employee Stock Ownership PlanBoudreau Pipeline Employee S…$6M
End-of-year total assets ($M) among Aloha Shoyu Company, Limited Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$296K
Employer EIN990065662
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aloha Shoyu Company, Ltd)

Sponsor-wide plan assets over time

All Aloha Shoyu Company, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$9M 4.346263183118464% vs 2022
2024 filing year
$8.2M$8.4M$8.6M$8.8M 202220232024 $8.4M $8.76M ▲ +4.3%
Year Plans Participants Total Assets
2022 2 111 $8M
2023 2 106 $9M
2024 2 111 $9M

Nearby ESOP Plans in Hawaii

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

Aloha Shoyu Company, Limited Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Aloha Shoyu Company, Limited Employee Stock Ownership Plan, Total assets ($M): 5.980427 · Participants: 53Aloha Shoyu Company, Limited 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
Aloha Shoyu Company, Limited Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Aloha Shoyu Company, Limited Employee Stock Ownership Plan side-by-side with 3 peers →

Aloha Shoyu Company, Limited Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Saw Ventures, Inc. Employee Stock Ownership Plan in IN ($6M); by covered participants it is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Aloha Shoyu Company, Limited Employee Stock Ownership Plan assets move in 2023? ▼
Aloha Shoyu Company, Limited Employee Stock Ownership Plan edged down modestly - down 3.7% during 2023, from $6M to $6M. Reported net income was -$296K.
How have Aloha Shoyu Company, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aloha Shoyu Company, Ltd's sponsor-wide assets grew 4.3%, from $8M to $9M.
Which ESOP plans are similar in size to Aloha Shoyu Company, Limited Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Saw Ventures, Inc. Employee Stock Ownership Plan in IN ($6M, 37 participants).
Which ESOP plans cover a similar participant headcount to Aloha Shoyu Company, Limited Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants, $12M 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 990065662.

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.