ESOP · DOL Form 5500 · 2024

Austin, Tsutsumi & Associates, Inc ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
76
Participants Small participant base
45th
Percentile by assets National rank
$77,635
Avg per participant Below avg balance/head
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Official DOL plan name: Austin, Tsutsumi & Associates, Inc ESOP · Sponsored by Austin, Tsutsumi & Associates, Inc · Hawaii · Professional & Technical Services

$6M in assets, 76 participants

Austin, Tsutsumi & Associates, Inc's Austin, Tsutsumi & Associates, Inc ESOP reported $6M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,632 in Professional & Technical Services (20,173 peers)

Austin, Tsutsumi & Associates, Inc multi-year trail

Austin, Tsutsumi & Associates, Inc's plans moved +43.6% in assets from 2022 to 2024; this filing shows Austin, Tsutsumi & Associates, Inc ESOP at $6M / 76 participants.

#8,632
in Professional & Technical Services (20,173 peers)
+25.5%
assets growth YoY

Austin, Tsutsumi & Associates, Inc ESOP's mid-pack asset rank among Professional & Technical Services and all filers

Austin, Tsutsumi & Associates, Inc ESOP vs every filed plan by assets

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

$5,900,242 45th percentile higher than 45% 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

Austin, Tsutsumi & Associates, Inc ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Austin, Tsutsumi & Associates, Inc ESOP is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Austin, Tsutsumi & Associates, Inc ESOP reported net income rose from $231K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Austin, Tsutsumi & Associates, Inc ESOP end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Austin, Tsutsumi & Associates, Inc ESOP reported participants rose from 69 in the plan year 2023 filing to 76 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 990088019 · Austin, Tsutsumi & Associates, Inc PY 2024 · ESOP

Austin, Tsutsumi & Associates, Inc ESOP · $6M · 76 · 45th

  • RANK $6M
  • RANK 76
  • RANK 45th
  • RANK ESOP
  • RANK near Concrete Construction Supply, Inc. ESOP
  • RANK ind #8632

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 What is an ESOP? → · Plans in Hawaii →

Austin, Tsutsumi & Associates, Inc ESOP in the asset neighbourhood

Eci Employee Stock Ownership PlanEci Employee Stock Ownership…$6MAustin, Tsutsumi & Associates, Inc ESOPAustin, Tsutsumi & Associate…$6MConcrete Construction Supply, Inc. ESOPConcrete Construction Supply…$6MAdmix, Inc. Employee Stock Ownership PlanAdmix, Inc. Employee Stock O…$6MSpine & Sport Employee Stock Ownership PlanSpine & Sport Employee Stock…$6M
End-of-year total assets ($M) among Austin, Tsutsumi & Associates, Inc ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Austin, Tsutsumi & Associates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Austin, Tsutsumi & Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$34M 43.61148546594005% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.5M $33.8M ▲ +43.6%
Year Plans Participants Total Assets
2022 2 136 $24M
2023 2 143 $28M
2024 2 153 $34M

Austin, Tsutsumi & Associates, Inc filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN990088019
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Hawaii

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

Austin, Tsutsumi & Associates, Inc ESOP vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Austin, Tsutsumi & Associates, Inc ESOP, Total assets ($M): 5.900242 · Participants: 76Austin, Tsutsumi & Associates, Inc ESOPBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 154.495536 · Participants: 280Bowers & Kubota Consulting, Inc. ESOPGpf Life and Health Benefits Company Employee Stock Ownership Plan, Total assets ($M): 141.754844 · Participants: 113Gpf Life and Health Benefits Company Employee Stock Ownership PlanR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 133.382995 · Participants: 103R. M. Towill Corporation Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 129.000134 · Participants: 1128Roberts Hawaii, Inc. Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 97.475398 · Participants: 436Hpm Building Supply Employee Stock Ownership Plan
Austin, Tsutsumi & Associates, Inc ESOP vs. nearby ESOP plans in Hawaii, assets vs. participants

Austin, Tsutsumi & Associates, Inc ESOP's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Concrete Construction Supply, Inc. ESOP in ID ($6M); by covered participants it is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Austin, Tsutsumi & Associates, Inc ESOP assets move in 2024?
Austin, Tsutsumi & Associates, Inc ESOP grew sharply - up 25.5% during 2024, from $5M to $6M. Reported net income was $1M.
How have Austin, Tsutsumi & Associates, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Austin, Tsutsumi & Associates, Inc's sponsor-wide assets grew 43.6%, from $24M to $34M.
Which ESOP plans are similar in size to Austin, Tsutsumi & Associates, Inc ESOP?
Among ESOP plans in other states, the closest by assets is Concrete Construction Supply, Inc. ESOP in ID ($6M, 86 participants).
Which ESOP plans cover a similar participant headcount to Austin, Tsutsumi & Associates, Inc ESOP?
Among ESOP plans in other states, the closest by covered participants is Mifflinburg Bank and Trust Company Employee Stock Ownership Plan in PA (76 participants, $3M in assets).