401(k) · DOL Form 5500 · 2023

Valley Isle Produce, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
129
Participants Small participant base
72nd
Percentile by assets National rank
$150,879
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley Isle Produce, Inc. 401(k) Plan · Sponsored by Valley Isle Produce, Inc. · Hawaii · Wholesale Trade

$19M in assets, 129 participants

Valley Isle Produce, Inc.'s Valley Isle Produce, Inc. 401(k) Plan reported $19M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,344 in Wholesale Trade (6,309 peers)

Coverage in Hawaii

Valley Isle Produce, Inc. 401(k) Plan covers 129 participants in Hawaii, about 34% of the average Hawaii filer (state average ~380 per filing). Assets: $19M.

#4,344
in Wholesale Trade (6,309 peers)
+15.6%
assets growth YoY

Valley Isle Produce, Inc. 401(k) Plan's outsized position by total assets

Valley Isle Produce, Inc. 401(k) Plan vs every filed plan by assets

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

$19,463,403 Top 28% higher than 72% 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

Valley Isle Produce, Inc. 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. Valley Isle Produce, Inc. 401(k) Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Isle Produce, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Valley Isle Produce, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 990112838 · Valley Isle Produce, Inc. PY 2023 · 401(k)

Valley Isle Produce, Inc. 401(k) Plan · $19M · 129 · 72nd

  • PCT $19M
  • EIN 129
  • RANK 72nd
  • PHOTO 401(k)
  • IND near Critigen LLC 401(k) Plan
  • EOY ind #4344

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 →

Valley Isle Produce, Inc. 401(k) Plan in the asset neighbourhood

P. Flanigan and Sons 401(k) PlanP. Flanigan and Sons 401(k) …$19MValley Isle Produce, Inc. 401(k) PlanValley Isle Produce, Inc. 40…$19MCritigen LLC 401(k) Plan$19MRoechling Industrial Gastonia 401(k) PlanRoechling Industrial Gastoni…$19MShaker Advertising Agency Employees' 401(k) PlanShaker Advertising Agency Em…$19M
End-of-year total assets ($M) among Valley Isle Produce, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN990112838
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Isle Produce, Inc.)

Sponsor-wide plan assets over time

All Valley Isle Produce, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 30.407830106064278% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.8M $22M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 130 $17M
2023 1 129 $19M
2024 1 141 $22M

Nearby 401(k) Plans in Hawaii

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

Valley Isle Produce, Inc. 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Valley Isle Produce, Inc. 401(k) Plan, Total assets ($B): 0.019463403 · Participants: 129Valley Isle Produce, Inc. 401(k) PlanThe 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
Valley Isle Produce, Inc. 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Valley Isle Produce, Inc. 401(k) Plan side-by-side with 3 peers →

Valley Isle Produce, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Critigen LLC 401(k) Plan in CO ($19M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 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 (129 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 Valley Isle Produce, Inc. 401(k) Plan assets move in 2023? ▼
Valley Isle Produce, Inc. 401(k) Plan grew sharply - up 15.6% during 2023, from $17M to $19M. Reported net income was $3M.
How have Valley Isle Produce, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Isle Produce, Inc.'s sponsor-wide assets grew 30.4%, from $17M to $22M.
Which 401(k) plans are similar in size to Valley Isle Produce, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Critigen LLC 401(k) Plan in CO ($19M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Valley Isle Produce, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 990112838.

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.