401(k) · DOL Form 5500 · 2024

C.S. Wo & Sons, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
201
Participants Below avg headcount
79th
Percentile by assets National rank
$166,442
Avg per participant Above avg balance/head
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Official DOL plan name: C.S. Wo & Sons, LLC Profit Sharing Plan · Sponsored by C.S. Wo & Sons, LLC · Hawaii · Retail Trade

$33M in assets, 201 participants

C.S. Wo & Sons, LLC's C.S. Wo & Sons, LLC Profit Sharing Plan reported $33M in total assets and 201 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.

  • #7,033 in Retail Trade (8,048 peers)

Where C.S. Wo & Sons, LLC Profit Sharing Plan sits by assets

C.S. Wo & Sons, LLC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $33M for 201 participants (~$166,442/participant), up 10.5% in 2024.

#7,033
in Retail Trade (8,048 peers)
+10.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

C.S. Wo & Sons, LLC Profit Sharing Plan's outsized position by total assets

C.S. Wo & Sons, LLC Profit Sharing Plan vs every filed plan by assets

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

$33,454,832 Top 21% higher than 79% 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

C.S. Wo & Sons, LLC Profit Sharing 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. C.S. Wo & Sons, LLC Profit Sharing Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • C.S. Wo & Sons, LLC Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • C.S. Wo & Sons, LLC Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • C.S. Wo & Sons, LLC Profit Sharing Plan reported participants rose from 191 in the plan year 2023 filing to 201 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 990063065 · C.S. Wo & Sons, LLC PY 2024 · 401(k)

C.S. Wo & Sons, LLC Profit Sharing Plan · $33M · 201 · 79th

  • PHOTO $33M
  • PHOTO 201
  • PHOTO 79th
  • PHOTO 401(k)
  • PHOTO near Bcu U.S. Retirement Savings Plan
  • PHOTO ind #7033

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 →

C.S. Wo & Sons, LLC Profit Sharing Plan in the asset neighbourhood

Biagi Bros., Inc. 401(k) Profit Sharing PlanBiagi Bros., Inc. 401(k) Pro…$33MAsklepios Biopharmaceuticals, Inc. 401(k) PlanAsklepios Biopharmaceuticals…$33MC.S. Wo & Sons, LLC Profit Sharing PlanC.S. Wo & Sons, LLC Profit S…$33MBcu U.S. Retirement Savings PlanBcu U.S. Retirement Savings …$33MScheels All Sports, Inc. 401(k) PlanScheels All Sports, Inc. 401…$33M
End-of-year total assets ($M) among C.S. Wo & Sons, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN990063065
Plan Effective Date1953-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.S. Wo & Sons, LLC)

Sponsor-wide plan assets over time

All C.S. Wo & Sons, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 32.05358667118492% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.3M $33.5M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 197 $25M
2023 1 191 $30M
2024 1 201 $33M

Nearby 401(k) Plans in Hawaii

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

C.S. Wo & Sons, LLC Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants C.S. Wo & Sons, LLC Profit Sharing Plan, Total assets ($B): 0.033454832 · Participants: 201C.S. Wo & Sons, LLC Profit Sharing PlanThe 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
C.S. Wo & Sons, LLC Profit Sharing Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare C.S. Wo & Sons, LLC Profit Sharing Plan side-by-side with 3 peers →

C.S. Wo & Sons, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Bcu U.S. Retirement Savings Plan in IL ($33M); by covered participants it is Osi Digital, Inc. 401(k) Plan in CA (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 C.S. Wo & Sons, LLC Profit Sharing Plan assets move in 2024? ▼
C.S. Wo & Sons, LLC Profit Sharing Plan grew at a solid clip - up 10.5% during 2024, from $30M to $33M. Reported net income was $3M.
How have C.S. Wo & Sons, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.S. Wo & Sons, LLC's sponsor-wide assets grew 32.1%, from $25M to $33M.
Where does C.S. Wo & Sons, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
C.S. Wo & Sons, LLC Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to C.S. Wo & Sons, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bcu U.S. Retirement Savings Plan in IL ($33M, 683 participants).
Which 401(k) plans cover a similar participant headcount to C.S. Wo & Sons, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osi Digital, Inc. 401(k) Plan in CA (201 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990063065.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.