401(k) · DOL Form 5500 · 2024
Maui Jim, Inc. 401(k) Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 651
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $218,996
- Avg per participant Above avg balance/head
Official DOL plan name: Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust · Sponsored by Maui Jim, Inc. · Illinois · Wholesale Trade
$143M in assets, 651 participants
Maui Jim, Inc.'s Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust reported $143M in total assets and 651 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #5,720 in Wholesale Trade (6,080 peers)
Where Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust sits by assets
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust sits in the top 10% of all filed plans by assets, $143M for 651 participants (~$218,996/participant), down 1.3% in 2024.
- #5,720
- in Wholesale Trade (6,080 peers)
- -1.3%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust's outsized position by total assets
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$142,566,543 Top 7% higher than 93% 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
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust 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 Jim, Inc. 401(k) Retirement and Savings Plan and Trust sits mid-pack in the medium band (651 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust reported net income fell from $19M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust reported participants fell from 688 in the plan year 2023 filing to 651 in the plan year 2024 filing.
- Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust end-of-year assets fell from $145M in the plan year 2023 filing to $143M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 371173264 · Maui Jim, Inc. PY 2024 · 401(k)
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust · $143M · 651 · 93rd
- EOY $143M
- EOY 651
- EOY 93rd
- EOY 401(k)
- EOY near Hudson Advisors L.P. 401(k) Plan
- EOY ind #5720
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 Wholesale Trade retirement plans → · Plans in Illinois →
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | -$2M |
| Employer EIN | 371173264 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Maui Jim, Inc.)
Sponsor-wide plan assets over time
All Maui Jim, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $143M 13.947332660603895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 652 | $125M |
| 2023 | 1 | 688 | $145M |
| 2024 | 1 | 651 | $143M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Hudson Advisors L.P. 401(k) Plan in TX ($143M); by covered participants it is People Incorporated Retirement Savings Plan in MN (651 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
- Hudson Advisors L.P. 401(k) Plan (TX) $143M · 676
- Penske Retirement Savings Plan (PA) $143M · 12,660
- Hall, Render, Killian, Heath & Lyman, PC 401(k) Profit Sharing Plan (IN) $143M · 314
- Acadia Pharmaceuticals 401(k) Plan and Trust (CA) $143M · 648
Similar participant headcount
Nearest other-state filings by covered participants (651 participants); asset peers above are excluded.
- People Incorporated Retirement Savings Plan (MN) 651 · 0 off
- Park Holding 401(k) Savings Plan (GA) 651 · 0 off
- Telamon Corporation Tax Sheltered Retirement Plan (NC) 651 · 0 off
- Ags LLC 401(k) Plan (NV) 651 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.