401(k) · DOL Form 5500 · 2023
Y. Hata & Company, Limited 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 423
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $44,209
- Avg per participant Low balance/head
Official DOL plan name: Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan · Sponsored by Y. Hata & Company, Limited · Hawaii · Wholesale Trade
$19M in assets, 423 participants
Y. Hata & Company, Limited's Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan reported $19M in total assets and 423 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #4,280 in Wholesale Trade (6,309 peers)
2023 asset change
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan grew sharply 19.5% in 2023 ($16M → $19M) for 423 participants.
- #4,280
- in Wholesale Trade (6,309 peers)
- +19.5%
- assets growth YoY
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan's outsized position by total assets
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,700,281 Top 29% higher than 71% 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
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings 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. Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan sits mid-pack in the medium band (423 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan reported participants rose from 413 in the plan year 2022 filing to 423 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 990039840 · Y. Hata & Company, Limited PY 2023 · 401(k)
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan · $19M · 423 · 71st
- BOOK $19M
- BOOK 423
- BOOK 71st
- BOOK 401(k)
- BOOK near G.a. Wintzer & Son Company 401(k) Retirement Savings Plan
- BOOK ind #4280
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 Wholesale Trade retirement plans → · Plans in Hawaii →
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan in the asset neighbourhood
Y. Hata & Company, Limited years around the 2023 move
Sponsor-wide plan assets over time
All Y. Hata & Company, Limited plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 413 | $16M |
| 2023 | 1 | 423 | $19M |
| 2024 | 1 | 465 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 990039840 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
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
Y. Hata & Company, Limited Profit-Sharing and 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is G.a. Wintzer & Son Company 401(k) Retirement Savings Plan in OH ($19M); by covered participants it is Ameri-National Corporation 401(k) Plan in MO (423 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (423 participants); asset peers above are excluded.
- Ameri-National Corporation 401(k) Plan (MO) 423 · 0 off
- Boeing Encore Interiors, LLC 401(k) Plan (CA) 423 · 0 off
- Candela 401(k) Plan (MA) 423 · 0 off
- R.T.I. Savings and Retirement Plan (AL) 423 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.