ESOP · DOL Form 5500 · 2023

Maui Divers of Hawaii, Ltd. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
136
Participants Small participant base
38th
Percentile by assets National rank
$26,131
Avg per participant Low balance/head
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Official DOL plan name: Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan · Sponsored by Maui Divers of Hawaii, Ltd. · Hawaii · Retail Trade

$4M in assets, 136 participants

Maui Divers of Hawaii, Ltd.'s Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan reported $4M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,157 in Retail Trade (8,414 peers)

Coverage in Hawaii

Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan covers 136 participants in Hawaii, about 36% of the average Hawaii filer (state average ~380 per filing). Assets: $4M.

#4,157
in Retail Trade (8,414 peers)
+19.5%
assets growth YoY

Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,553,849 38th percentile higher than 38% 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

Maui Divers of Hawaii, Ltd. Employee Stock Ownership 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. Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $573K in the plan year 2023 filing.
  • Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan reported participants fell from 214 in the plan year 2022 filing to 136 in the plan year 2023 filing.
  • Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990198534 · Maui Divers of Hawaii, Ltd. PY 2023 · ESOP

Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan · $4M · 136 · 38th

  • RANK $4M
  • RANK 136
  • RANK 38th
  • RANK ESOP
  • RANK near Holt Lumber, Inc. Employee Stock Ownership Plan
  • RANK ind #4157

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 What is an ESOP? → · Plans in Hawaii →

Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan in the asset neighbourhood

Koam Engineering Systems, Inc. Employee Stock Ownership PlanKoam Engineering Systems, In…$4MMaui Divers of Hawaii, Ltd. Employee Stock Ownership PlanMaui Divers of Hawaii, Ltd. …$4MHolt Lumber, Inc. Employee Stock Ownership PlanHolt Lumber, Inc. Employee S…$4MReed Associates, Inc. Employee Stock Ownership PlanReed Associates, Inc. Employ…$4MW. B. Young Co., Inc. Employee Stock Ownership PlanW. B. Young Co., Inc. Employ…$4M
End-of-year total assets ($M) among Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$573K
Employer EIN990198534
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maui Divers of Hawaii, Ltd.)

Sponsor-wide plan assets over time

All Maui Divers of Hawaii, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 10.672200396583706% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.4M $18.1M ▲ +10.7%
Year Plans Participants Total Assets
2022 2 482 $16M
2023 2 323 $18M
2024 2 279 $18M

Nearby ESOP Plans in Hawaii

Peer ESOP plans, same state, same plan type, ranked by total assets.

Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150 Total assets ($M) Participants Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan, Total assets ($M): 3.553849 · Participants: 136Maui Divers of Hawaii, Ltd. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan side-by-side with 3 peers →

Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Holt Lumber, Inc. Employee Stock Ownership Plan in CA ($4M); by covered participants it is Metcut Employee Stock Ownership Trust in OH (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan assets move in 2023? ▼
Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan grew sharply - up 19.5% during 2023, from $3M to $4M. Reported net income was $573K.
How have Maui Divers of Hawaii, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maui Divers of Hawaii, Ltd.'s sponsor-wide assets grew 10.7%, from $16M to $18M.
Which ESOP plans are similar in size to Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Holt Lumber, Inc. Employee Stock Ownership Plan in CA ($4M, 34 participants).
Which ESOP plans cover a similar participant headcount to Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Metcut Employee Stock Ownership Trust in OH (136 participants, $30M 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 990198534.

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.