401(k) · DOL Form 5500 · 2023

Puna Plantation Hawaii, Ltd. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
530
Participants Below avg headcount
80th
Percentile by assets National rank
$61,847
Avg per participant Low balance/head
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Official DOL plan name: Kta Super Stores 401(k) Profit Sharing Plan Plan · Sponsored by Puna Plantation Hawaii, Ltd. · Hawaii · Retail Trade

$33M in assets, 530 participants

Puna Plantation Hawaii, Ltd.'s Kta Super Stores 401(k) Profit Sharing Plan Plan reported $33M in total assets and 530 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,453 in Retail Trade (8,414 peers)

Where Kta Super Stores 401(k) Profit Sharing Plan Plan sits by assets

Kta Super Stores 401(k) Profit Sharing Plan Plan sits in the top quartile of all filed plans by assets, $33M for 530 participants (~$61,847/participant), up 8.9% in 2023.

#7,453
in Retail Trade (8,414 peers)
+8.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kta Super Stores 401(k) Profit Sharing Plan Plan's outsized position by total assets

Kta Super Stores 401(k) Profit Sharing Plan Plan vs every filed plan by assets

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

$32,778,897 Top 20% higher than 80% 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

Kta Super Stores 401(k) Profit Sharing Plan 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. Kta Super Stores 401(k) Profit Sharing Plan Plan sits mid-pack in the medium band (530 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kta Super Stores 401(k) Profit Sharing Plan Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kta Super Stores 401(k) Profit Sharing Plan Plan reported participants fell from 592 in the plan year 2022 filing to 530 in the plan year 2023 filing.
  • Kta Super Stores 401(k) Profit Sharing Plan Plan end-of-year assets rose from $30M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990064910 · Puna Plantation Hawaii, Ltd. PY 2023 · 401(k)

Kta Super Stores 401(k) Profit Sharing Plan Plan · $33M · 530 · 80th

  • IND $33M
  • IND 530
  • IND 80th
  • IND 401(k)
  • IND near Ai Signal Research, Inc. 401(k) Profit Sharing Plan and Trust
  • IND ind #7453

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 Retail Trade retirement plans → · Plans in Hawaii →

Kta Super Stores 401(k) Profit Sharing Plan Plan in the asset neighbourhood

Kta Super Stores 401(k) Profit Sharing Plan PlanKta Super Stores 401(k) Prof…$33MAi Signal Research, Inc. 401(k) Profit Sharing Plan and TrustAi Signal Research, Inc. 401…$33MMaita Profit Sharing 401(k) Plan and TrustMaita Profit Sharing 401(k) …$33MMakena 401(k) Plan$33MButech, Inc. 401(k) Profit Sharing PlanButech, Inc. 401(k) Profit S…$33M
End-of-year total assets ($M) among Kta Super Stores 401(k) Profit Sharing Plan Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN990064910
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Puna Plantation Hawaii, Ltd.)

Sponsor-wide plan assets over time

All Puna Plantation Hawaii, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 17.716476956164584% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $30.1M $35.4M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 592 $30M
2023 1 530 $33M
2024 1 540 $35M

Nearby 401(k) Plans in Hawaii

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

Kta Super Stores 401(k) Profit Sharing Plan Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.52 Total assets ($B) Participants Kta Super Stores 401(k) Profit Sharing Plan Plan, Total assets ($B): 0.032778897 · Participants: 530Kta Super Stores 401(k) Profit Sharing Plan 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
Kta Super Stores 401(k) Profit Sharing Plan Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Kta Super Stores 401(k) Profit Sharing Plan Plan side-by-side with 3 peers →

Kta Super Stores 401(k) Profit Sharing Plan Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Ai Signal Research, Inc. 401(k) Profit Sharing Plan and Trust in AL ($33M); by covered participants it is Gaming Laboratories International, LLC Profit Sharing Plan in NJ (530 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (530 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 Kta Super Stores 401(k) Profit Sharing Plan Plan assets move in 2023? ▼
Kta Super Stores 401(k) Profit Sharing Plan Plan grew at a solid clip - up 8.9% during 2023, from $30M to $33M. Reported net income was $3M.
How have Puna Plantation Hawaii, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Puna Plantation Hawaii, Ltd.'s sponsor-wide assets grew 17.7%, from $30M to $35M.
Where does Kta Super Stores 401(k) Profit Sharing Plan Plan rank by assets among Form 5500 filers? ▼
Kta Super Stores 401(k) Profit Sharing Plan Plan ranks in the 80th 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 Kta Super Stores 401(k) Profit Sharing Plan Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ai Signal Research, Inc. 401(k) Profit Sharing Plan and Trust in AL ($33M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Kta Super Stores 401(k) Profit Sharing Plan Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gaming Laboratories International, LLC Profit Sharing Plan in NJ (530 participants, $73M 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 990064910.

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.