401(k) · DOL Form 5500 · 2024
Kalama Beach Corporation 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 342
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $13,700
- Avg per participant Low balance/head
Official DOL plan name: The Kalama Beach Employees Profit Sharing Investment Plan · Sponsored by Kalama Beach Corporation · Hawaii · Retail Trade
$5M in assets, 342 participants
Kalama Beach Corporation's The Kalama Beach Employees Profit Sharing Investment Plan reported $5M in total assets and 342 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #4,151 in Retail Trade (8,048 peers)
Kalama Beach Corporation multi-year trail
Kalama Beach Corporation's plans moved +24.0% in assets from 2022 to 2024; this filing shows The Kalama Beach Employees Profit Sharing Investment Plan at $5M / 342 participants.
- #4,151
- in Retail Trade (8,048 peers)
- +18.4%
- assets growth YoY
The Kalama Beach Employees Profit Sharing Investment Plan's mid-pack asset rank among Retail Trade and all filers
The Kalama Beach Employees Profit Sharing Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,685,377 41st percentile higher than 41% 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
The Kalama Beach Employees Profit Sharing Investment 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. The Kalama Beach Employees Profit Sharing Investment Plan sits mid-pack in the medium band (342 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Kalama Beach Employees Profit Sharing Investment Plan reported net income rose from $203K in the plan year 2023 filing to $721K in the plan year 2024 filing.
- The Kalama Beach Employees Profit Sharing Investment Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The Kalama Beach Employees Profit Sharing Investment Plan reported participants fell from 381 in the plan year 2023 filing to 342 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 990140660 · Kalama Beach Corporation PY 2024 · 401(k)
The Kalama Beach Employees Profit Sharing Investment Plan · $5M · 342 · 41st
- 5500 $5M
- 5500 342
- 5500 41st
- 5500 401(k)
- 5500 near Carexm, LLC 401(k) Retirement Savings Plan
- 5500 ind #4151
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 Retail Trade retirement plans → · Plans in Hawaii →
The Kalama Beach Employees Profit Sharing Investment Plan in the asset neighbourhood
Kalama Beach Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Kalama Beach Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 24.034823316882285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 391 | $4M |
| 2023 | 1 | 381 | $4M |
| 2024 | 1 | 342 | $5M |
Kalama Beach Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $721K |
| Employer EIN | 990140660 |
| Plan Effective Date | 1988-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $2.0B · 9,096
- Bank of Hawaii Retirement Savings Plan $820M · 1,895
- Hawaiian Electric Industries Retirement Savings Plan $781M · 2,732
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $696M · 1,140
- Kamehameha Schools 401(k) Retirement Savings Plan $653M · 2,514
The Kalama Beach Employees Profit Sharing Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Carexm, LLC 401(k) Retirement Savings Plan in UT ($5M); by covered participants it is C. Stein, Inc. Retirement Plan in WA (342 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 (342 participants); asset peers above are excluded.
- C. Stein, Inc. Retirement Plan (WA) 342 · 0 off
- English Language Institute in China 403(b) Plan (CO) 342 · 0 off
- Plastic Packaging Technologies, L.L.C. 401(k) Plan (KS) 342 · 0 off
- Bank Five Nine 401(k) Plan (WI) 342 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.