Other
2024 plan-year Other DOL Form 5500

Bowers & Kubota Consulting, Inc. ESOP

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bowers & Kubota Consulting, Inc. · Hawaii · Construction

What the 2023 filing shows

Bowers & Kubota Consulting, Inc. ESOP holds $154M for 280 participants — about $551,770 per participant, up 24.6% over the 2024 plan year.

$154M
total plan assets (2024 EOY)
280
covered participants
$551,770
avg assets per participant
+24.6%
assets growth YoY
Total Assets (2023)
$154M
Participants
280
State
Industry
Construction

What the Filing Says About Bowers & Kubota Consulting, Inc. ESOP

Bowers & Kubota Consulting, Inc. ESOP is a Other retirement plan sponsored by Bowers & Kubota Consulting, Inc., headquartered in Hawaii. As of the 2024 Form 5500 filing, the plan reports $154M in total end-of-year assets and covers 280 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 990201320, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $124M at the beginning of 2024 to $154M at year-end — a gain of 24.6%. Net assets (after liabilities) closed the year at $134M, with reported net income of $32M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$124M
Total Assets (End of Year)$154M
Net Assets (End of Year)$134M
Net Income$32M
Plan TypeOther
Employer EIN990201320
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bowers & Kubota Consulting, Inc.)

Year Plans Participants Total Assets
2022 2 514 $151M
2023 2 507 $173M
2024 2 566 $214M

Nearby Other Plans in Hawaii

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Bowers & Kubota Consulting, Inc. ESOP?
As of the 2024 Form 5500 filing, Bowers & Kubota Consulting, Inc. ESOP holds $154M in total assets with 280 participants. It is sponsored by Bowers & Kubota Consulting, Inc..
What type of plan is Bowers & Kubota Consulting, Inc. ESOP?
Bowers & Kubota Consulting, Inc. ESOP is a Other plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 990201320.
Who sponsors the Bowers & Kubota Consulting, Inc. ESOP?
Bowers & Kubota Consulting, Inc. ESOP is sponsored by Bowers & Kubota Consulting, Inc., located in Hawaii. The sponsor's EIN is 990201320 and the plan operates in the Construction industry.
How did Bowers & Kubota Consulting, Inc. ESOP perform in 2024?
Bowers & Kubota Consulting, Inc. ESOP grew by 24.6% during 2024, moving from $124M to $154M in total assets. Net income was $32M.
Where can I find official filings for Bowers & Kubota Consulting, Inc. ESOP?
Official Form 5500 filings for Bowers & Kubota Consulting, Inc. ESOP are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 990201320 or plan name at efast.dol.gov.
How does Bowers & Kubota Consulting, Inc. ESOP compare to other plans?
You can compare Bowers & Kubota Consulting, Inc. ESOP against other Other plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 990201320.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.