401(k) · DOL Form 5500 · 2024

Po'e Hana Group Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$381,673
Avg per participant High balance/head
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Official DOL plan name: Po'e Hana Group Inc. Retirement Plan · Sponsored by Po'e Hana Group Inc. · Hawaii · Professional & Technical Services

$3M in assets, 8 participants

Po'e Hana Group Inc.'s Po'e Hana Group Inc. Retirement Plan reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,217 in Professional & Technical Services (20,173 peers)

Po'e Hana Group Inc. multi-year trail

Po'e Hana Group Inc.'s plans moved +7682.9% in assets from 2022 to 2024; this filing shows Po'e Hana Group Inc. Retirement Plan at $3M / 8 participants.

#6,217
in Professional & Technical Services (20,173 peers)
+1866.2%
assets growth YoY

Po'e Hana Group Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Po'e Hana Group Inc. Retirement Plan vs every filed plan by assets

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

$3,053,380 34th percentile higher than 34% 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

Po'e Hana Group Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Po'e Hana Group Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Po'e Hana Group Inc. Retirement Plan reported net income rose from $116K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Po'e Hana Group Inc. Retirement Plan end-of-year assets rose from $155K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Po'e Hana Group Inc. Retirement Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 861763736 · Po'e Hana Group Inc. PY 2024 · 401(k)

Po'e Hana Group Inc. Retirement Plan · $3M · 8 · 34th

  • RANK $3M
  • PHOTO 8
  • IND 34th
  • EOY 401(k)
  • 5500 near Umom New Day Centers, Inc. 401(k) Plan
  • ASSETS ind #6217

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 Professional & Technical Services retirement plans → · Plans in Hawaii →

Po'e Hana Group Inc. Retirement Plan in the asset neighbourhood

Po'e Hana Group Inc. Retirement PlanPo'e Hana Group Inc. Retirem…$3MUmom New Day Centers, Inc. 401(k) PlanUmom New Day Centers, Inc. 4…$3MPowur Pbc 401(k) Plan$3MJ. Velarde, Inc. 401(k) Profit Sharing PlanJ. Velarde, Inc. 401(k) Prof…$3MWilliam Villano, D.M.D., P.C. Profit Sharing Plan and TrustWilliam Villano, D.M.D., P.C…$3M
End-of-year total assets ($M) among Po'e Hana Group Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Po'e Hana Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Po'e Hana Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 7682.88132137031% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.04M $3.05M ▲ +7525.0%
Year Plans Participants Total Assets
2022 1 N/A $39K
2023 1 7 $155K
2024 1 8 $3M

Po'e Hana Group Inc. filing trail (2024)

Total Assets (Beginning of Year)$155K
Net Assets (End of Year)$3M
Net Income$3M
Employer EIN861763736
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Po'e Hana Group Inc. Retirement 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 ($B) Participants Po'e Hana Group Inc. Retirement Plan, Total assets ($B): 0.00305338 · Participants: 8Po'e Hana Group Inc. Retirement 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
Po'e Hana Group Inc. Retirement Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Po'e Hana Group Inc. Retirement Plan side-by-side with 3 peers →

Po'e Hana Group Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Umom New Day Centers, Inc. 401(k) Plan in AZ ($3M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Po'e Hana Group Inc. Retirement Plan assets move in 2024? ▼
Po'e Hana Group Inc. Retirement Plan surged - up 1866.2% during 2024, from $155K to $3M. Reported net income was $3M.
How have Po'e Hana Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Po'e Hana Group Inc.'s sponsor-wide assets grew 7682.9%, from $39K to $3M.
Which 401(k) plans are similar in size to Po'e Hana Group Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Umom New Day Centers, Inc. 401(k) Plan in AZ ($3M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Po'e Hana Group Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 861763736.

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.