401(k) · DOL Form 5500 · 2024

Hualalai Investors, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
11
Participants Small participant base
67th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Hualalai Investors 401(k) Plan · Sponsored by Hualalai Investors, LLC · Hawaii · Real Estate

$17M in assets, 11 participants

Hualalai Investors, LLC's Hualalai Investors 401(k) Plan reported $17M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,795 in Real Estate (4,605 peers)

What the 2024 filing shows

Hualalai Investors 401(k) Plan holds $17M for 11 participants - about $1.6M per participant, above the median plan by assets.

#3,795
in Real Estate (4,605 peers)
-7.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hualalai Investors 401(k) Plan's outsized position by total assets

Hualalai Investors 401(k) Plan vs every filed plan by assets

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

$17,325,644 Top 33% higher than 67% 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

Hualalai Investors 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hualalai Investors 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hualalai Investors 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Hualalai Investors 401(k) Plan reported participants rose from 10 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Hualalai Investors 401(k) Plan end-of-year assets fell from $19M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 593836047 · Hualalai Investors, LLC PY 2024 · 401(k)

Hualalai Investors 401(k) Plan · $17M · 11 · 67th

  • PCT $17M
  • EIN 11
  • RANK 67th
  • PHOTO 401(k)
  • IND near Weststar Mortgage Corporation 401(k) Savings Plan
  • EOY ind #3795

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 Real Estate retirement plans → · Plans in Hawaii →

Hualalai Investors 401(k) Plan in the asset neighbourhood

Hualalai Investors 401(k) PlanHualalai Investors 401(k) Pl…$17MWeststar Mortgage Corporation 401(k) Savings PlanWeststar Mortgage Corporatio…$17MJohn T. Boyd Company 401(k) PlanJohn T. Boyd Company 401(k) …$17MVentura Coastal, LLC. 401(k) Savings PlanVentura Coastal, LLC. 401(k)…$17MChandler Signs, LLC 401(k) PlanChandler Signs, LLC 401(k) P…$17M
End-of-year total assets ($M) among Hualalai Investors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$1M
Employer EIN593836047
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hualalai Investors, LLC)

Sponsor-wide plan assets over time

All Hualalai Investors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 1.3484843246777047% vs 2022
2024 filing year
$16.5M$17M$17.5M$18M$18.5M$19M 202220232024 $17.1M $17.3M ▲ +1.3%
Year Plans Participants Total Assets
2022 1 10 $17M
2023 1 10 $19M
2024 1 11 $17M

Nearby 401(k) Plans in Hawaii

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

Hualalai Investors 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 ($B) Participants Hualalai Investors 401(k) Plan, Total assets ($B): 0.017325644 · Participants: 11Hualalai Investors 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
Hualalai Investors 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Hualalai Investors 401(k) Plan side-by-side with 3 peers →

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

Outside Hawaii, the nearest 401(k) by assets is Weststar Mortgage Corporation 401(k) Savings Plan in NM ($17M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Hualalai Investors 401(k) Plan assets move in 2024? ▼
Hualalai Investors 401(k) Plan pulled back noticeably - down 7.3% during 2024, from $19M to $17M. Reported net income was -$1M.
How have Hualalai Investors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hualalai Investors, LLC's sponsor-wide assets grew 1.3%, from $17M to $17M.
Which 401(k) plans are similar in size to Hualalai Investors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weststar Mortgage Corporation 401(k) Savings Plan in NM ($17M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Hualalai Investors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 593836047.

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.