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
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
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.
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
Hawaii filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $154K |
| Employer EIN | 990045046 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
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.