401(k) · DOL Form 5500 · 2024
Tori Richard, Ltd. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $56,549
- Avg per participant Low balance/head
Official DOL plan name: Tori Richard, Ltd. 401(k) Retirement Savings Plan · Sponsored by Tori Richard, Ltd. · Hawaii · Wholesale Trade
$8M in assets, 149 participants
Tori Richard, Ltd.'s Tori Richard, Ltd. 401(k) Retirement Savings Plan reported $8M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #2,591 in Wholesale Trade (6,080 peers)
Coverage in Hawaii
Tori Richard, Ltd. 401(k) Retirement Savings Plan covers 149 participants in Hawaii, about 39% of the average Hawaii filer (state average ~380 per filing). Assets: $8M.
- #2,591
- in Wholesale Trade (6,080 peers)
- +18.2%
- assets growth YoY
Tori Richard, Ltd. 401(k) Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers
Tori Richard, Ltd. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,425,815 Top 48% higher than 52% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tori Richard, Ltd. 401(k) Retirement Savings 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. Tori Richard, Ltd. 401(k) Retirement Savings Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tori Richard, Ltd. 401(k) Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Tori Richard, Ltd. 401(k) Retirement Savings Plan reported participants rose from 139 in the plan year 2023 filing to 149 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 990088802 · Tori Richard, Ltd. PY 2024 · 401(k)
Tori Richard, Ltd. 401(k) Retirement Savings Plan · $8M · 149 · 52nd
- VS-ST $8M
- BOY 149
- SCH 52nd
- EBSA 401(k)
- PART near Rmc/Cargo Largo 401(k) Plan
- TYPE ind #2591
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 →
Tori Richard, Ltd. 401(k) Retirement Savings Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 990088802 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tori Richard, Ltd.)
Sponsor-wide plan assets over time
All Tori Richard, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 44.95509579271758% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $6M |
| 2023 | 1 | 139 | $7M |
| 2024 | 1 | 149 | $8M |
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 $2.0B · 9,096
- Bank of Hawaii Retirement Savings Plan $820M · 1,895
- Hawaiian Electric Industries Retirement Savings Plan $781M · 2,732
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $696M · 1,140
- Kamehameha Schools 401(k) Retirement Savings Plan $653M · 2,514
Tori Richard, Ltd. 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 Rmc/Cargo Largo 401(k) Plan in MO ($8M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Rmc/Cargo Largo 401(k) Plan (MO) $8M · 398
- Onesignal 401(k) Plan (CA) $8M · 128
- Piedmont Advantage Credit Union 401(k) Plan (NC) $8M · 100
- Kaulig Companies 401(k) Plan (OH) $8M · 150
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 149 · 0 off
- Venus Construction Company 401(k) Plan (TX) 149 · 0 off
- H.E.P. Materials Corp. 401(k) Profit Sharing Plan (NY) 149 · 0 off
- Roundstone Management, Ltd. 401(k) Plan (OH) 149 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.