401(k) · DOL Form 5500 · 2023
Napili Kai, Ltd. Beach Resort 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $60,789
- Avg per participant Low balance/head
Official DOL plan name: Napili Kai, Ltd. 401(k) Plan · Sponsored by Napili Kai, Ltd. Beach Resort · Hawaii · Food Services & Accommodation
$9M in assets, 154 participants
Napili Kai, Ltd. Beach Resort's Napili Kai, Ltd. 401(k) Plan reported $9M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #3,275 in Food Services & Accommodation (3,828 peers)
Coverage in Hawaii
Napili Kai, Ltd. 401(k) Plan covers 154 participants in Hawaii, about 40% of the average Hawaii filer (state average ~380 per filing). Assets: $9M.
- #3,275
- in Food Services & Accommodation (3,828 peers)
- +19.6%
- assets growth YoY
Napili Kai, Ltd. 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Napili Kai, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,361,444 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Napili Kai, Ltd. 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. Napili Kai, Ltd. 401(k) Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Napili Kai, Ltd. 401(k) Plan reported net income rose from -$539K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Napili Kai, Ltd. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Napili Kai, Ltd. 401(k) Plan reported participants rose from 150 in the plan year 2022 filing to 154 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 990107645 · Napili Kai, Ltd. Beach Resort PY 2023 · 401(k)
Napili Kai, Ltd. 401(k) Plan · $9M · 154 · 57th
- EOY $9M
- EOY 154
- EOY 57th
- EOY 401(k)
- EOY near Beck Suppliers, Inc. 401(k) Plan
- EOY ind #3275
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 Food Services & Accommodation retirement plans → · Plans in Hawaii →
Napili Kai, Ltd. 401(k) Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 990107645 |
| Plan Effective Date | 1969-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Napili Kai, Ltd. Beach Resort)
Sponsor-wide plan assets over time
All Napili Kai, Ltd. Beach Resort plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 27.224774510054424% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $8M |
| 2023 | 1 | 154 | $9M |
| 2024 | 1 | 178 | $10M |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.6B · 8,612
- Bank of Hawaii Retirement Savings Plan $759M · 2,094
- Hawaiian Electric Industries Retirement Savings Plan $685M · 2,679
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $582M · 1,021
- Kamehameha Schools 401(k) Retirement Savings Plan $558M · 2,460
Napili Kai, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Beck Suppliers, Inc. 401(k) Plan in OH ($9M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Eaze Solutions Inc. Retirement Trust (CA) 154 · 0 off
- Dennelisse Corporation 401(k) Plan (NY) 154 · 0 off
- Pacific Dealership Group Retirement Plan (CA) 154 · 0 off
- The Presbyterian Home at Charlotte, Inc. 401(k) Plan (NC) 154 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.