401(k) · DOL Form 5500 · 2023

Robert's Hawaii, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,206
Participants Near avg headcount
78th
Percentile by assets National rank
$23,334
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates · Sponsored by Robert's Hawaii, Inc. · Hawaii · Transportation & Warehousing

$28M in assets, 1,206 participants

Robert's Hawaii, Inc.'s 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates reported $28M in total assets and 1,206 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.

  • #2,592 in Transportation & Warehousing (3,362 peers)

Coverage in Hawaii

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates covers 1,206 participants in Hawaii, 3.2x the typical Hawaii plan (state average ~380 per filing). Assets: $28M.

#2,592
in Transportation & Warehousing (3,362 peers)
+13.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates's outsized position by total assets

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates vs every filed plan by assets

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

$28,141,380 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

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates lands in the large band (1,206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates reported participants fell from 1,577 in the plan year 2022 filing to 1,206 in the plan year 2023 filing.
  • 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 990185478 · Robert's Hawaii, Inc. PY 2023 · 401(k)

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates · $28M · 1,206 · 78th

  • VS-ST $28M
  • VS-ST 1,206
  • VS-ST 78th
  • VS-ST 401(k)
  • VS-ST near Filbert Management 401(k) Plan
  • VS-ST ind #2592

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 Transportation & Warehousing retirement plans → · Plans in Hawaii →

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates in the asset neighbourhood

C.G. Roxane 401(k) Plan$28M401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates401(k) Profit Sharing Thrift…$28MFilbert Management 401(k) PlanFilbert Management 401(k) Pl…$28MThe Satilla Rural Electric Membership Corporation 401(k) Savings PlanThe Satilla Rural Electric M…$28MMcmorgan & Company LLC Retirement PlanMcmorgan & Company LLC Retir…$28M
End-of-year total assets ($M) among 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN990185478
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert's Hawaii, Inc.)

Sponsor-wide plan assets over time

All Robert's Hawaii, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$162M 20.760767315588176% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $134M $162M ▲ +20.8%
Year Plans Participants Total Assets
2022 2 3,311 $134M
2023 2 2,350 $156M
2024 2 2,246 $162M

Nearby 401(k) Plans in Hawaii

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

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.52 Total assets ($B) Participants 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates, Total assets ($B): 0.02814138 · Participants: 1206401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & AffiliatesThe 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
401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates side-by-side with 3 peers →

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Filbert Management 401(k) Plan in CA ($28M); by covered participants it is Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan in OH (1,206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,206 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 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates assets move in 2023? ▼
401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates grew at a solid clip - up 13.8% during 2023, from $25M to $28M. Reported net income was $3M.
How have Robert's Hawaii, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert's Hawaii, Inc.'s sponsor-wide assets grew 20.8%, from $134M to $162M.
Where does 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates rank by assets among Form 5500 filers? ▼
401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates 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 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates? ▼
Among 401(k) plans in other states, the closest by assets is Filbert Management 401(k) Plan in CA ($28M, 112 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates? ▼
Among 401(k) plans in other states, the closest by covered participants is Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan in OH (1,206 participants, $114M 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 990185478.

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.