401(k) · DOL Form 5500 · 2024
Kona Brewery LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 205
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $16,395
- Avg per participant Low balance/head
Official DOL plan name: Kona Brewing Company 401(k) Plan · Sponsored by Kona Brewery LLC · Hawaii · Food Services & Accommodation
$3M in assets, 205 participants
Kona Brewery LLC's Kona Brewing Company 401(k) Plan reported $3M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #2,608 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Kona Brewing Company 401(k) Plan ranks #2,608 of 3,672 2024 filers by assets (582% of the sector average)-$3M for 205 participants.
- #2,608
- in Food Services & Accommodation (3,672 peers)
- +29.0%
- assets growth YoY
Kona Brewing Company 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Kona Brewing Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,361,048 36th percentile higher than 36% 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
Kona Brewing Company 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. Kona Brewing Company 401(k) Plan sits mid-pack in the medium band (205 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kona Brewing Company 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Kona Brewing Company 401(k) Plan reported participants rose from 163 in the plan year 2023 filing to 205 in the plan year 2024 filing.
- Kona Brewing Company 401(k) Plan reported net income fell from $846K in the plan year 2023 filing to $756K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 270051257 · Kona Brewery LLC PY 2024 · 401(k)
Kona Brewing Company 401(k) Plan · $3M · 205 · 36th
- SCH $3M
- EBSA 205
- PART 36th
- TYPE 401(k)
- NET near New Medical Health Care 401(k) Profit Sharing Plan
- BOOK ind #2608
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 Food Services & Accommodation retirement plans → · Plans in Hawaii →
Kona Brewing Company 401(k) Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $756K |
| Employer EIN | 270051257 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kona Brewery LLC)
Sponsor-wide plan assets over time
All Kona Brewery LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 91.15675198547662% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $2M |
| 2023 | 1 | 163 | $3M |
| 2024 | 1 | 205 | $3M |
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
Kona Brewing Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is New Medical Health Care 401(k) Profit Sharing Plan in KS ($3M); by covered participants it is T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust in GA (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.
- T5 Data Centers LLC 401(k) Profit Sharing Plan & Trust (GA) 205 · 0 off
- Gbg, Inc. 401(k) Plan (CA) 205 · 0 off
- Care Central Vna & Hospice, Inc. 401(k) Plan (MA) 205 · 0 off
- Spectrum Industries, Inc. 401(k) Savings Plan (MI) 205 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.