401(k) · DOL Form 5500 · 2024
Ka Po'e Hana LLC 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 156
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $210,027
- Avg per participant Above avg balance/head
Official DOL plan name: Ka Po'e Hana LLC 401(k) Plan · Sponsored by Ka Po'e Hana LLC · District of Columbia · Management of Enterprises
$33M in assets, 156 participants
Ka Po'e Hana LLC's Ka Po'e Hana LLC 401(k) Plan reported $33M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #689 in Management of Enterprises (1,133 peers)
Coverage in District of Columbia
Ka Po'e Hana LLC 401(k) Plan covers 156 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $33M.
- #689
- in Management of Enterprises (1,133 peers)
- +12.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Ka Po'e Hana LLC 401(k) Plan's outsized position by total assets
Ka Po'e Hana LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,764,212 Top 21% higher than 79% 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
Ka Po'e Hana LLC 401(k) Plan 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. Ka Po'e Hana LLC 401(k) Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ka Po'e Hana LLC 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Ka Po'e Hana LLC 401(k) Plan reported participants fell from 169 in the plan year 2023 filing to 156 in the plan year 2024 filing.
- Ka Po'e Hana LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 311674666 · Ka Po'e Hana LLC PY 2024 · 401(k)
Ka Po'e Hana LLC 401(k) Plan · $33M · 156 · 79th
- 5500 $33M
- ASSETS 156
- PCT 79th
- EIN 401(k)
- RANK near Nachi Retirement Plan
- PHOTO ind #689
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 Management of Enterprises retirement plans → · Plans in District of Columbia →
Ka Po'e Hana LLC 401(k) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $4M |
| Employer EIN | 311674666 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ka Po'e Hana LLC)
Sponsor-wide plan assets over time
All Ka Po'e Hana LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 27.338126476675868% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 176 | $26M |
| 2023 | 1 | 169 | $29M |
| 2024 | 1 | 156 | $33M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Ka Po'e Hana LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Nachi Retirement Plan in IN ($33M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Nachi Retirement Plan (IN) $33M · 302
- Rema Tip Top / North America, Inc. Retirement Plan (NJ) $33M · 195
- Wedriveu 401(k) Plan (IL) $33M · 1,152
- Skywalker Holdings 401(k) Plan (CA) $33M · 261
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan (OR) 156 · 0 off
- Wecare Tlc, LLC 401(k) Profit Sharing Plan (FL) 156 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 156 · 0 off
- Bauer Equipment America Inc 401(k) Plan (TX) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.