401(k) · DOL Form 5500 · 2024

Maui Economic Opportunity Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
148
Participants Small participant base
45th
Percentile by assets National rank
$39,386
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Maui Economic Opportunity Inc. 401(k) Plan · Sponsored by Maui Economic Opportunity Inc · Hawaii · Other Services

$6M in assets, 148 participants

Maui Economic Opportunity Inc's Maui Economic Opportunity Inc. 401(k) Plan reported $6M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,113 in Other Services (7,719 peers)

Coverage in Hawaii

Maui Economic Opportunity Inc. 401(k) Plan covers 148 participants in Hawaii, about 39% of the average Hawaii filer (state average ~380 per filing). Assets: $6M.

#5,113
in Other Services (7,719 peers)
+5.4%
assets growth YoY

Maui Economic Opportunity Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Maui Economic Opportunity Inc. 401(k) Plan vs every filed plan by assets

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

$5,829,059 45th percentile higher than 45% 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

Maui Economic Opportunity Inc. 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. Maui Economic Opportunity Inc. 401(k) Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Maui Economic Opportunity Inc. 401(k) Plan reported net income fell from $425K in the plan year 2023 filing to $296K in the plan year 2024 filing.
  • Maui Economic Opportunity Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 996009889 · Maui Economic Opportunity Inc PY 2024 · 401(k)

Maui Economic Opportunity Inc. 401(k) Plan · $6M · 148 · 45th

  • EOY $6M
  • 5500 148
  • ASSETS 45th
  • PCT 401(k)
  • EIN near Labrie U.S. Employees 401(k) Plan
  • RANK ind #5113

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 Other Services retirement plans → · Plans in Hawaii →

Maui Economic Opportunity Inc. 401(k) Plan in the asset neighbourhood

Maui Economic Opportunity Inc. 401(k) PlanMaui Economic Opportunity In…$6MLabrie U.S. Employees 401(k) PlanLabrie U.S. Employees 401(k)…$6MShoals Technologies Group 401(k) Profit Sharing PlanShoals Technologies Group 40…$6MSword Health 401(k) Plan$6M981 Management Company LLC 401(k) Plan981 Management Company LLC 4…$6M
End-of-year total assets ($M) among Maui Economic Opportunity Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$296K
Employer EIN996009889
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maui Economic Opportunity Inc)

Sponsor-wide plan assets over time

All Maui Economic Opportunity Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 14.119932589848224% vs 2022
2024 filing year
$5M$5.5M$6M 202220232024 $5.11M $5.83M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 164 $5M
2023 1 147 $6M
2024 1 148 $6M

Nearby 401(k) Plans in Hawaii

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

Maui Economic Opportunity Inc. 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 ($B) Participants Maui Economic Opportunity Inc. 401(k) Plan, Total assets ($B): 0.005829059 · Participants: 148Maui Economic Opportunity Inc. 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
Maui Economic Opportunity Inc. 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Maui Economic Opportunity Inc. 401(k) Plan side-by-side with 3 peers →

Maui Economic Opportunity Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Labrie U.S. Employees 401(k) Plan in ($6M); by covered participants it is Contentful 401(k) Plan in CO (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Maui Economic Opportunity Inc. 401(k) Plan assets move in 2024? ▼
Maui Economic Opportunity Inc. 401(k) Plan grew at a solid clip - up 5.4% during 2024, from $6M to $6M. Reported net income was $296K.
How have Maui Economic Opportunity Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maui Economic Opportunity Inc's sponsor-wide assets grew 14.1%, from $5M to $6M.
Which 401(k) plans are similar in size to Maui Economic Opportunity Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Labrie U.S. Employees 401(k) Plan in ($6M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Maui Economic Opportunity Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Contentful 401(k) Plan in CO (148 participants, $8M 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 996009889.

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.