Profit Sharing · DOL Form 5500 · 2024

Alii Health Center Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
133
Participants Small participant base
25th
Percentile by assets National rank
$9,630
Avg per participant Low balance/head
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Official DOL plan name: Ali'i Health Center 403(b) Plan · Sponsored by Alii Health Center · Hawaii · Healthcare & Social Assistance

$1M in assets, 133 participants

Alii Health Center's Ali'i Health Center 403(b) Plan reported $1M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,654 in Healthcare & Social Assistance (16,916 peers)

Coverage in Hawaii

Ali'i Health Center 403(b) Plan covers 133 participants in Hawaii, about 35% of the average Hawaii filer (state average ~380 per filing). Assets: $1M.

#3,654
in Healthcare & Social Assistance (16,916 peers)
+136.7%
assets growth YoY

Ali'i Health Center 403(b) Plan among the smaller filed plans by assets

Ali'i Health Center 403(b) Plan vs every filed plan by assets

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

$1,280,810 25th percentile higher than 25% 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

Ali'i Health Center 403(b) 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. Ali'i Health Center 403(b) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ali'i Health Center 403(b) Plan end-of-year assets rose from $541K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ali'i Health Center 403(b) Plan reported net income rose from $541K in the plan year 2023 filing to $740K in the plan year 2024 filing.
  • Ali'i Health Center 403(b) Plan reported participants rose from 123 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 833321758 · Alii Health Center PY 2024 · Profit Sharing

Ali'i Health Center 403(b) Plan · $1M · 133 · 25th

  • RANK $1M
  • PHOTO 133
  • IND 25th
  • EOY Profit Sharing
  • 5500 near Apple River, Inc. Profit Sharing Plan
  • ASSETS ind #3654

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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →

Ali'i Health Center 403(b) Plan in the asset neighbourhood

Ali'i Health Center 403(b) PlanAli'i Health Center 403(b) P…$1MApple River, Inc. Profit Sharing PlanApple River, Inc. Profit Sha…$1MEsposito Nursery, Inc. Profit Sharing Plan and TrustEsposito Nursery, Inc. Profi…$1MTop Shelf Turf Management Inc. Retirement PlanTop Shelf Turf Management In…$1MMmrs Profit Sharing Plan and TrustMmrs Profit Sharing Plan and…$1M
End-of-year total assets ($M) among Ali'i Health Center 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$541K
Net Assets (End of Year)$1M
Net Income$740K
Employer EIN833321758
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alii Health Center)

Sponsor-wide plan assets over time

All Alii Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.12799906761928% vs 2023
2024 filing year
$4M$4.5M$5M$5.5M$6M 20232024 $4.43M $5.54M ▲ +25.1%
Year Plans Participants Total Assets
2023 2 237 $4M
2024 2 238 $6M

Nearby Profit Sharing Plans in Hawaii

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ali'i Health Center 403(b) Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -1000100200300400500 Total assets ($M) Participants Ali'i Health Center 403(b) Plan, Total assets ($M): 1.28081 · Participants: 133Ali'i Health Center 403(b) PlanHawaii Electricians Annuity Plan, Total assets ($M): 437.680126 · Participants: 2222Hawaii Electricians Annuity PlanHawaii Sheet Metal Workers Annuity Profit Sharing, Total assets ($M): 108.876428 · Participants: 571Hawaii Sheet Metal Workers Annuity Profit SharingSimplicityhr 401(k) Retirement Savings Plan, Total assets ($M): 102.219083 · Participants: 1505Simplicityhr 401(k) Retirement Savings PlanHawaiiusa Fcu Retirement Plan, Total assets ($M): 62.475119 · Participants: 395Hawaiiusa Fcu Retirement PlanHawaiian Dredging Construction Company Profit Sharing Plan, Total assets ($M): 41.050282 · Participants: 308Hawaiian Dredging Construction Company Profit Sharing Plan
Ali'i Health Center 403(b) Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
Compare Ali'i Health Center 403(b) Plan side-by-side with 3 peers →

Ali'i Health Center 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Hawaii, the nearest Profit Sharing by assets is Apple River, Inc. Profit Sharing Plan in CA ($1M); by covered participants it is Macon-Bibb County Eoc, Inc. Profit Sharing Plan in GA (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Ali'i Health Center 403(b) Plan assets move in 2024? ▼
Ali'i Health Center 403(b) Plan surged - up 136.7% during 2024, from $541K to $1M. Reported net income was $740K.
How have Alii Health Center plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Alii Health Center's sponsor-wide assets grew 25.1%, from $4M to $6M.
Where does Ali'i Health Center 403(b) Plan rank by assets among Form 5500 filers? ▼
Ali'i Health Center 403(b) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Ali'i Health Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Apple River, Inc. Profit Sharing Plan in CA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Ali'i Health Center 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Macon-Bibb County Eoc, Inc. Profit Sharing Plan in GA (133 participants, $4M 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 833321758.

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.