Other · DOL Form 5500 · 2024
Aloha House Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 199
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $25,390
- Avg per participant Low balance/head
Official DOL plan name: 403b Thrift Plan of Aloha House Inc. · Sponsored by Aloha House Inc. · Hawaii · Healthcare & Social Assistance
$5M in assets, 199 participants
Aloha House Inc.'s 403b Thrift Plan of Aloha House Inc. reported $5M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,657 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
403b Thrift Plan of Aloha House Inc. grew at a solid clip 13.1% in 2024 ($4M → $5M) for 199 participants.
- #7,657
- in Healthcare & Social Assistance (16,916 peers)
- +13.1%
- assets growth YoY
403b Thrift Plan of Aloha House Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403b Thrift Plan of Aloha House Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,052,567 42nd percentile higher than 42% 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
403b Thrift Plan of Aloha House Inc. 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. 403b Thrift Plan of Aloha House Inc. sits mid-pack in the medium band (199 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403b Thrift Plan of Aloha House Inc. reported net income rose from -$153K in the plan year 2023 filing to $586K in the plan year 2024 filing.
- 403b Thrift Plan of Aloha House Inc. end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- 403b Thrift Plan of Aloha House Inc. reported participants rose from 194 in the plan year 2023 filing to 199 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 990173804 · Aloha House Inc. PY 2024 · Other
403b Thrift Plan of Aloha House Inc. · $5M · 199 · 42nd
- BOY $5M
- SCH 199
- EBSA 42nd
- PART Other
- TYPE near St. George's Episcopal School 403b Retirement Income Plan
- NET ind #7657
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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →
403b Thrift Plan of Aloha House Inc. in the asset neighbourhood
Aloha House Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Aloha House Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 9.373338586358875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $5M |
| 2023 | 1 | 194 | $4M |
| 2024 | 1 | 199 | $5M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $586K |
| Employer EIN | 990173804 |
| Plan Effective Date | 2004-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Hawaii
Peer Other plans, same state, same plan type, ranked by total assets.
- Hawai'i Pacific Health 403(b) Savings Plan $1.5B · 7,386
- Punahou School Defined Contribution Retirement Plan $326M · 1,542
- Iolani School Defined Contribution Retirement Plan $203M · 514
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $163M · 869
- The Queen's Health Systems Retirement Plus Plan $113M · 541
403b Thrift Plan of Aloha House Inc.'s out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is St. George's Episcopal School 403b Retirement Income Plan in LA ($5M); by covered participants it is The Haverford School 403(b) Plan in PA (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (199 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.