ESOP · DOL Form 5500 · 2024
Ohana Legacy Partners, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 39
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $146,172
- Avg per participant Above avg balance/head
Official DOL plan name: Ohana Legacy Partners, Inc. Employee Stock Ownership Plan · Sponsored by Ohana Legacy Partners, Inc. · Hawaii · Construction
$6M in assets, 39 participants
Ohana Legacy Partners, Inc.'s Ohana Legacy Partners, Inc. Employee Stock Ownership Plan reported $6M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #3,884 in Construction (9,039 peers)
2024 asset change
Ohana Legacy Partners, Inc. Employee Stock Ownership Plan surged 46.1% in 2024 ($4M → $6M) for 39 participants.
- #3,884
- in Construction (9,039 peers)
- +46.1%
- assets growth YoY
Ohana Legacy Partners, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Ohana Legacy Partners, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,700,690 44th percentile higher than 44% 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
Ohana Legacy Partners, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohana Legacy Partners, Inc. Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 334058057 · Ohana Legacy Partners, Inc. PY 2024 · ESOP
Ohana Legacy Partners, Inc. Employee Stock Ownership Plan · $6M · 39 · 44th
- TYPE $6M
- TYPE 39
- TYPE 44th
- TYPE ESOP
- TYPE near Datrex, Inc. Employee Stock Ownership Plan and Trust
- TYPE ind #3884
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 What is an ESOP? → · Plans in Hawaii →
Ohana Legacy Partners, Inc. Employee Stock Ownership Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $2M |
| Employer EIN | 334058057 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Hawaii
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bowers & Kubota Consulting, Inc. ESOP $154M · 280
- Gpf Life and Health Benefits Company Employee Stock Ownership Plan $142M · 113
- R. M. Towill Corporation Employee Stock Ownership Plan $133M · 103
- Roberts Hawaii, Inc. Employee Stock Ownership Plan $129M · 1,128
- Hpm Building Supply Employee Stock Ownership Plan $97M · 436
Ohana Legacy Partners, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Hawaii, the nearest ESOP by assets is Datrex, Inc. Employee Stock Ownership Plan and Trust in LA ($6M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (39 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.