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
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
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.
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
Hawaii filing particulars
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $8M |
| Employer EIN | 990202926 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING 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
| 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.
- The Queen's Health Systems Retirement Savings Plan $2.0B · 9,096
- Bank of Hawaii Retirement Savings Plan $820M · 1,895
- Hawaiian Electric Industries Retirement Savings Plan $781M · 2,732
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $696M · 1,140
- Kamehameha Schools 401(k) Retirement Savings Plan $653M · 2,514
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
Similar participant headcount
Nearest other-state filings by covered participants (900 participants); asset peers above are excluded.
- Community Trust Bancorp Inc Savings Plan (KY) 900 · 0 off
- Butler Machinery Company Retirement Plan (ND) 900 · 0 off
- Cornerstone Research 401(k) and Profit Sharing Plan (MA) 900 · 0 off
- Delaware Resource Group of Oklahoma, LLC 401(k) Plan (OK) 900 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.