401(k) · DOL Form 5500 · 2023
Oahu Country Club 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $57,876
- Avg per participant Low balance/head
Official DOL plan name: Oahu Country Club 401(k) Plan · Sponsored by Oahu Country Club · Hawaii · Arts, Entertainment & Recreation
$7M in assets, 120 participants
Oahu Country Club's Oahu Country Club 401(k) Plan reported $7M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #2,033 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Hawaii
Oahu Country Club 401(k) Plan covers 120 participants in Hawaii, about 32% of the average Hawaii filer (state average ~380 per filing). Assets: $7M.
- #2,033
- in Arts, Entertainment & Recreation (2,945 peers)
- +27.6%
- assets growth YoY
Oahu Country Club 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Oahu Country Club 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,945,135 Top 49% higher than 51% 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
Oahu Country Club 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. Oahu Country Club 401(k) Plan sits mid-pack in the medium band (120 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oahu Country Club 401(k) Plan reported net income rose from -$647K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Oahu Country Club 401(k) Plan reported participants rose from 78 in the plan year 2022 filing to 120 in the plan year 2023 filing.
- Oahu Country Club 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 990050650 · Oahu Country Club PY 2023 · 401(k)
Oahu Country Club 401(k) Plan · $7M · 120 · 51st
- RANK $7M
- RANK 120
- RANK 51st
- RANK 401(k)
- RANK near General Caulking and Coatings 401(k) Plan
- RANK ind #2033
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 Arts, Entertainment & Recreation retirement plans → · Plans in Hawaii →
Oahu Country Club 401(k) Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 990050650 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oahu Country Club)
Sponsor-wide plan assets over time
All Oahu Country Club plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 33.668127694412966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $5M |
| 2023 | 1 | 120 | $7M |
| 2024 | 1 | 127 | $7M |
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
Oahu Country Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is General Caulking and Coatings 401(k) Plan in FL ($7M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- General Caulking and Coatings 401(k) Plan (FL) $7M · 107
- Service Industrial, Inc 401(K )Plan (TX) $7M · 127
- Interstate Group 401(k) Plan (ID) $7M · 492
- Wmf, Inc. Profit Sharing Plan (MO) $7M · 79
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Southgroup 401(k) Plan (MS) 120 · 0 off
- Southwest Hazard Control, Inc. Employees' Savings and Profit Sharing Plan (AZ) 120 · 0 off
- Sloat Garden Center, Inc. Profit Sharing Plan (CA) 120 · 0 off
- C S T & T Co. 401(k) Plan (NY) 120 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.