401(k) · DOL Form 5500 · 2024

I. Kitagawa and Company, Limited 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
156
Participants Small participant base
50th
Percentile by assets National rank
$49,870
Avg per participant Low balance/head
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Official DOL plan name: I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) · Sponsored by I. Kitagawa and Company, Limited · Hawaii · Retail Trade

$8M in assets, 156 participants

I. Kitagawa and Company, Limited's I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) reported $8M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #4,871 in Retail Trade (8,048 peers)

Coverage in Hawaii

I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) covers 156 participants in Hawaii, about 41% of the average Hawaii filer (state average ~380 per filing). Assets: $8M.

#4,871
in Retail Trade (8,048 peers)
+2.0%
assets growth YoY

I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003)'s mid-pack asset rank among Retail Trade and all filers

I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) vs every filed plan by assets

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

$7,779,655 Top 50% higher than 50% 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

I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) 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. I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) reported net income fell from $1M in the plan year 2023 filing to $154K in the plan year 2024 filing.
  • I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) reported participants rose from 154 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 990045046 · I. Kitagawa and Company, Limited PY 2024 · 401(k)

I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) · $8M · 156 · 50th

  • ASSETS $8M
  • ASSETS 156
  • ASSETS 50th
  • ASSETS 401(k)
  • ASSETS near Solano Diversified Services 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #4871

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 →

I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) in the asset neighbourhood

I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003)I. Kitagawa and Company, Lim…$8MSolano Diversified Services 401(k) Profit Sharing Plan & TrustSolano Diversified Services …$8MRiver's Truck Center, Inc. Savings PlanRiver's Truck Center, Inc. S…$8MGatco 401(k) Profit Sharing PlanGatco 401(k) Profit Sharing …$8MAseko, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$154K
Employer EIN990045046
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I. Kitagawa and Company, Limited)

Sponsor-wide plan assets over time

All I. Kitagawa and Company, Limited plans reported in each filing year

Latest sponsor-wide plan assets
$8M 19.0053374272169% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.54M $7.78M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 161 $7M
2023 1 154 $8M
2024 1 156 $8M

Nearby 401(k) Plans in Hawaii

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

I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003), Total assets ($B): 0.007779655 · Participants: 156I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003)The 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
I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) vs. nearby 401(k) plans in Hawaii, assets vs. participants

I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003)'s out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Solano Diversified Services 401(k) Profit Sharing Plan & Trust in CA ($8M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) assets move in 2024?
I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003) edged up modestly - up 2.0% during 2024, from $8M to $8M. Reported net income was $154K.
How have I. Kitagawa and Company, Limited plan assets changed over time?
Across 3 plan years on file (2022-2024), I. Kitagawa and Company, Limited's sponsor-wide assets grew 19.0%, from $7M to $8M.
Which 401(k) plans are similar in size to I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003)?
Among 401(k) plans in other states, the closest by assets is Solano Diversified Services 401(k) Profit Sharing Plan & Trust in CA ($8M, 43 participants).
Which 401(k) plans cover a similar participant headcount to I. Kitagawa and Company, Limited 401(k) Retirement Savings Plan (003)?
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants, N/A in assets).