401(k) · DOL Form 5500 · 2024
NA Alii Consulting and Sales, LLC 401(k) Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 1,024
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $86,723
- Avg per participant Below avg balance/head
Official DOL plan name: Nakupuna Foundation Family of Companies Retirement Plan · Sponsored by NA Alii Consulting and Sales, LLC · Virginia · Professional & Technical Services
$89M in assets, 1,024 participants
NA Alii Consulting and Sales, LLC's Nakupuna Foundation Family of Companies Retirement Plan reported $89M in total assets and 1,024 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #18,277 in Professional & Technical Services (20,173 peers)
Where Nakupuna Foundation Family of Companies Retirement Plan sits by assets
Nakupuna Foundation Family of Companies Retirement Plan sits in the top 10% of all filed plans by assets, $89M for 1,024 participants (~$86,723/participant), up 48.5% in 2024.
- #18,277
- in Professional & Technical Services (20,173 peers)
- +48.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Nakupuna Foundation Family of Companies Retirement Plan's outsized position by total assets
Nakupuna Foundation Family of Companies Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$88,804,796 Top 10% higher than 90% 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
Nakupuna Foundation Family of Companies Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nakupuna Foundation Family of Companies Retirement Plan lands in the large band (1,024 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nakupuna Foundation Family of Companies Retirement Plan end-of-year assets rose from $60M in the plan year 2023 filing to $89M in the plan year 2024 filing.
- Nakupuna Foundation Family of Companies Retirement Plan reported net income rose from $23M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Nakupuna Foundation Family of Companies Retirement Plan reported participants rose from 817 in the plan year 2023 filing to 1,024 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 201741740 · NA Alii Consulting and Sales, LLC PY 2024 · 401(k)
Nakupuna Foundation Family of Companies Retirement Plan · $89M · 1,024 · 90th
- PCT $89M
- EIN 1,024
- RANK 90th
- PHOTO 401(k)
- IND near New Mexico Pipe Trades Pension Trust Fund Plan B
- EOY ind #18277
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 Professional & Technical Services retirement plans → · Plans in Virginia →
Nakupuna Foundation Family of Companies Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $29M |
| Employer EIN | 201741740 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (NA Alii Consulting and Sales, LLC)
Sponsor-wide plan assets over time
All NA Alii Consulting and Sales, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $89M 142.15973438693308% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 552 | $37M |
| 2023 | 1 | 817 | $60M |
| 2024 | 1 | 1,024 | $89M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Nakupuna Foundation Family of Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is New Mexico Pipe Trades Pension Trust Fund Plan B in NM ($89M); by covered participants it is Insight Service Group Inc 401(k) Plan in MA (1,024 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- New Mexico Pipe Trades Pension Trust Fund Plan B (NM) $89M · 2,288
- The Cramer-Krasselt Profit Sharing/401(k) Plan (IL) $89M · 176
- The Bridgespan Group 401(k) Plan (MA) $89M · 380
- 401(k) Tech Collective Plan (WA) $89M · 2,601
Similar participant headcount
Nearest other-state filings by covered participants (1,024 participants); asset peers above are excluded.
- Insight Service Group Inc 401(k) Plan (MA) 1,024 · 0 off
- Norma Group USA Retirement Savings Plan (MI) 1,024 · 0 off
- Gunnison Company 401 (K) Plan (GA) 1,024 · 0 off
- Healthcare Associates Profit Sharing Plan (WA) 1,024 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.