401(k) · DOL Form 5500 · 2024
Tony Hawaii, LLC 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 408
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $91,548
- Avg per participant Below avg balance/head
Official DOL plan name: Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings · Sponsored by Tony Hawaii, LLC · Hawaii · Retail Trade
$37M in assets, 408 participants
Tony Hawaii, LLC's Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings reported $37M in total assets and 408 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #7,134 in Retail Trade (8,048 peers)
Where Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings sits by assets
Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings sits in the top quartile of all filed plans by assets, $37M for 408 participants (~$91,548/participant), up 15.6% in 2024.
- #7,134
- in Retail Trade (8,048 peers)
- +15.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings's outsized position by total assets
Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,351,444 Top 20% higher than 80% 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
Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings 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. Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings sits mid-pack in the medium band (408 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 990223623 · Tony Hawaii, LLC PY 2024 · 401(k)
Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings · $37M · 408 · 80th
- EBSA $37M
- PART 408
- TYPE 80th
- NET 401(k)
- BOOK near Neuroscience Consultants, LLP 401(k) Retirement Plan
- VS-ST ind #7134
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 Retail Trade retirement plans → · Plans in Hawaii →
Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $5M |
| Employer EIN | 990223623 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tony Hawaii, LLC)
Sponsor-wide plan assets over time
All Tony Hawaii, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 45.54215004632425% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 411 | $26M |
| 2023 | 1 | 405 | $32M |
| 2024 | 1 | 408 | $37M |
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
Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Neuroscience Consultants, LLP 401(k) Retirement Plan in FL ($37M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (408 participants); asset peers above are excluded.
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 408 · 0 off
- Overtime Sports, Inc. 401(k) Plan (NY) 408 · 0 off
- The Classic 401(k) Plan (CO) 408 · 0 off
- Apex Clean Energy, Inc. 401(k) Plan (VA) 408 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.