401(k) · DOL Form 5500 · 2024

Aloha Care 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
277
Participants Below avg headcount
77th
Percentile by assets National rank
$107,390
Avg per participant Below avg balance/head
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Official DOL plan name: Aloha Care 401(k) Plan · Sponsored by Aloha Care · Hawaii · Finance & Insurance

$30M in assets, 277 participants

Aloha Care's Aloha Care 401(k) Plan reported $30M in total assets and 277 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,524 in Finance & Insurance (8,549 peers)

Where Aloha Care 401(k) Plan sits by assets

Aloha Care 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 277 participants (~$107,390/participant), up 9.4% in 2024.

#5,524
in Finance & Insurance (8,549 peers)
+9.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Aloha Care 401(k) Plan's outsized position by total assets

Aloha Care 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$29,747,043 Top 23% higher than 77% of 123,620 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 2024

Aloha Care 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aloha Care 401(k) Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aloha Care 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Aloha Care 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Aloha Care 401(k) Plan reported participants rose from 269 in the plan year 2023 filing to 277 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 990309519 · Aloha Care PY 2024 · 401(k)

Aloha Care 401(k) Plan · $30M · 277 · 77th

  • 5500 $30M
  • ASSETS 277
  • PCT 77th
  • EIN 401(k)
  • RANK near Astrana Health Managment, Inc. Cash or Deferred Profit Sharing Plan
  • PHOTO ind #5524

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 Finance & Insurance retirement plans → · Plans in Hawaii →

Aloha Care 401(k) Plan in the asset neighbourhood

Aloha Care 401(k) Plan$30MAstrana Health Managment, Inc. Cash or Deferred Profit Sharing PlanAstrana Health Managment, In…$30MHome Partners of America, LLC 401(k) Ps Plan &trustHome Partners of America, LL…$30MEnglobal 401(k) Plan$30MCcc Group, Inc. 401(k) Retirement Savings PlanCcc Group, Inc. 401(k) Retir…$30M
End-of-year total assets ($M) among Aloha Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN990309519
Plan Effective Date1999-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aloha Care)

Sponsor-wide plan assets over time

All Aloha Care plans reported in each filing year

Latest sponsor-wide plan assets
$30M 46.917166485747146% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.3M $29.8M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 247 $20M
2023 1 269 $27M
2024 1 277 $30M

Nearby 401(k) Plans in Hawaii

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

Aloha Care 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants Aloha Care 401(k) Plan, Total assets ($B): 0.029747043 · Participants: 277Aloha Care 401(k) PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.952191043 · Participants: 9096The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.819916775 · Participants: 1895Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.780660919 · Participants: 2732Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.695629837 · Participants: 1140Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.653492062 · Participants: 2514Kamehameha Schools 401(k) Retirement Savings Plan
Aloha Care 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Aloha Care 401(k) Plan side-by-side with 3 peers →

Aloha Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Astrana Health Managment, Inc. Cash or Deferred Profit Sharing Plan in CA ($30M); by covered participants it is Orthowest, P.C. 401(k) Savings Plan in NE (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aloha Care 401(k) Plan assets move in 2024? ▼
Aloha Care 401(k) Plan grew at a solid clip - up 9.4% during 2024, from $27M to $30M. Reported net income was $3M.
How have Aloha Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aloha Care's sponsor-wide assets grew 46.9%, from $20M to $30M.
Where does Aloha Care 401(k) Plan rank by assets among Form 5500 filers? ▼
Aloha Care 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aloha Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astrana Health Managment, Inc. Cash or Deferred Profit Sharing Plan in CA ($30M, 943 participants).
Which 401(k) plans cover a similar participant headcount to Aloha Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthowest, P.C. 401(k) Savings Plan in NE (277 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990309519.

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.