401(k) · DOL Form 5500 · 2024

Halekulani Corporation 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
900
Participants Near avg headcount
91st
Percentile by assets National rank
$116,954
Avg per participant Below avg balance/head
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Official DOL plan name: Halekulani Corporation Cash Accumulation Plan · Sponsored by Halekulani Corporation · Hawaii · Food Services & Accommodation

$105M in assets, 900 participants

Halekulani Corporation's Halekulani Corporation Cash Accumulation Plan reported $105M in total assets and 900 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,581 in Food Services & Accommodation (3,672 peers)

Coverage in Hawaii

Halekulani Corporation Cash Accumulation Plan covers 900 participants in Hawaii, 2.4x the typical Hawaii plan (state average ~380 per filing). Assets: $105M.

#3,581
in Food Services & Accommodation (3,672 peers)
+8.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Halekulani Corporation Cash Accumulation Plan's outsized position by total assets

Halekulani Corporation Cash Accumulation Plan vs every filed plan by assets

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

$105,258,352 Top 9% higher than 91% 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

Halekulani Corporation Cash Accumulation 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. Halekulani Corporation Cash Accumulation Plan sits mid-pack in the medium band (900 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Halekulani Corporation Cash Accumulation Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Halekulani Corporation Cash Accumulation Plan end-of-year assets rose from $97M in the plan year 2023 filing to $105M in the plan year 2024 filing.
  • Halekulani Corporation Cash Accumulation Plan reported participants rose from 852 in the plan year 2023 filing to 900 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 990202926 · Halekulani Corporation PY 2024 · 401(k)

Halekulani Corporation Cash Accumulation Plan · $105M · 900 · 91st

  • SCH $105M
  • EBSA 900
  • PART 91st
  • TYPE 401(k)
  • NET near Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan
  • BOOK ind #3581

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 Food Services & Accommodation retirement plans → · Plans in Hawaii →

Halekulani Corporation Cash Accumulation Plan in the asset neighbourhood

Crocs, Inc. 401(k) Plan$105MNufarm Americas, Inc. Retirement Income PlanNufarm Americas, Inc. Retire…$105MHalekulani Corporation Cash Accumulation PlanHalekulani Corporation Cash …$105MPremier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing PlanPremier Orthopaedic and Spor…$105MProfit Sharing and 401(k) Plan of Nebco, Inc.Profit Sharing and 401(k) Pl…$105M
End-of-year total assets ($M) among Halekulani Corporation Cash Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$105M
Net Income$8M
Employer EIN990202926
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Halekulani Corporation)

Sponsor-wide plan assets over time

All Halekulani Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$105M 20.03271701091276% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $87.7M $105M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 795 $88M
2023 1 852 $97M
2024 1 900 $105M

Nearby 401(k) Plans in Hawaii

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

Halekulani Corporation Cash Accumulation Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.522.5 Total assets ($B) Participants Halekulani Corporation Cash Accumulation Plan, Total assets ($B): 0.105258352 · Participants: 900Halekulani Corporation Cash Accumulation 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
Halekulani Corporation Cash Accumulation Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants

Halekulani Corporation Cash Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan in PA ($105M); by covered participants it is Community Trust Bancorp Inc Savings Plan in KY (900 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (900 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 Halekulani Corporation Cash Accumulation Plan assets move in 2024?
Halekulani Corporation Cash Accumulation Plan grew at a solid clip - up 8.0% during 2024, from $97M to $105M. Reported net income was $8M.
How have Halekulani Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Halekulani Corporation's sponsor-wide assets grew 20.0%, from $88M to $105M.
Where does Halekulani Corporation Cash Accumulation Plan rank by assets among Form 5500 filers?
Halekulani Corporation Cash Accumulation Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Halekulani Corporation Cash Accumulation Plan?
Among 401(k) plans in other states, the closest by assets is Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan in PA ($105M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Halekulani Corporation Cash Accumulation Plan?
Among 401(k) plans in other states, the closest by covered participants is Community Trust Bancorp Inc Savings Plan in KY (900 participants, $84M in assets).