401(k) · DOL Form 5500 · 2024

NA Hoku, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
347
Participants Below avg headcount
78th
Percentile by assets National rank
$90,546
Avg per participant Below avg balance/head
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Official DOL plan name: The NA Hoku, Inc. 401(k) Savings Plan · Sponsored by NA Hoku, Inc. · Hawaii · Retail Trade

$31M in assets, 347 participants

NA Hoku, Inc.'s The NA Hoku, Inc. 401(k) Savings Plan reported $31M in total assets and 347 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,982 in Retail Trade (8,048 peers)

Where The NA Hoku, Inc. 401(k) Savings Plan sits by assets

The NA Hoku, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $31M for 347 participants (~$90,546/participant), up 9.3% in 2024.

#6,982
in Retail Trade (8,048 peers)
+9.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The NA Hoku, Inc. 401(k) Savings Plan's outsized position by total assets

The NA Hoku, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$31,419,321 Top 22% higher than 78% 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

The NA Hoku, Inc. 401(k) Savings 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. The NA Hoku, Inc. 401(k) Savings Plan sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The NA Hoku, Inc. 401(k) Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The NA Hoku, Inc. 401(k) Savings Plan end-of-year assets rose from $29M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • The NA Hoku, Inc. 401(k) Savings Plan reported participants fell from 358 in the plan year 2023 filing to 347 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 990081236 · NA Hoku, Inc. PY 2024 · 401(k)

The NA Hoku, Inc. 401(k) Savings Plan · $31M · 347 · 78th

  • EBSA $31M
  • EBSA 347
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near Forus 401(k)
  • EBSA ind #6982

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 →

The NA Hoku, Inc. 401(k) Savings Plan in the asset neighbourhood

Dynomax, Inc. 401(k) Savings Retirement PlanDynomax, Inc. 401(k) Savings…$31MThe NA Hoku, Inc. 401(k) Savings PlanThe NA Hoku, Inc. 401(k) Sav…$31MForus 401(k)$31MR & R, Inc. Employees 401(k) Profit Sharing PlanR & R, Inc. Employees 401(k)…$31MOcean Fleet Services 401(k) PlanOcean Fleet Services 401(k) …$31M
End-of-year total assets ($M) among The NA Hoku, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN990081236
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NA Hoku, Inc.)

Sponsor-wide plan assets over time

All NA Hoku, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.291860337741337% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.3M $31.4M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 313 $24M
2023 1 358 $29M
2024 1 347 $31M

Nearby 401(k) Plans in Hawaii

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

The NA Hoku, Inc. 401(k) Savings 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 ($B) Participants The NA Hoku, Inc. 401(k) Savings Plan, Total assets ($B): 0.031419321 · Participants: 347The NA Hoku, Inc. 401(k) Savings 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
The NA Hoku, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare The NA Hoku, Inc. 401(k) Savings Plan side-by-side with 3 peers →

The NA Hoku, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Forus 401(k) in CA ($31M); by covered participants it is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (347 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 The NA Hoku, Inc. 401(k) Savings Plan assets move in 2024? ▼
The NA Hoku, Inc. 401(k) Savings Plan grew at a solid clip - up 9.3% during 2024, from $29M to $31M. Reported net income was $3M.
How have NA Hoku, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), NA Hoku, Inc.'s sponsor-wide assets grew 29.3%, from $24M to $31M.
Where does The NA Hoku, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The NA Hoku, Inc. 401(k) Savings Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The NA Hoku, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forus 401(k) in CA ($31M, 613 participants).
Which 401(k) plans cover a similar participant headcount to The NA Hoku, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cosmetic Physician Partners LLC 401(k) Plan in TX (347 participants, $11M 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 990081236.

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.