Profit Sharing · DOL Form 5500 · 2024

Alii Health Center Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
105
Participants Small participant base
39th
Percentile by assets National rank
$40,563
Avg per participant Low balance/head
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Official DOL plan name: Ali'i Health Center 401(a) Plan · Sponsored by Alii Health Center · Hawaii · Healthcare & Social Assistance

$4M in assets, 105 participants

Alii Health Center's Ali'i Health Center 401(a) Plan reported $4M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #6,994 in Healthcare & Social Assistance (16,916 peers)

Coverage in Hawaii

Ali'i Health Center 401(a) Plan covers 105 participants in Hawaii, about 28% of the average Hawaii filer (state average ~380 per filing). Assets: $4M.

#6,994
in Healthcare & Social Assistance (16,916 peers)
+9.6%
assets growth YoY

Ali'i Health Center 401(a) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ali'i Health Center 401(a) Plan vs every filed plan by assets

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

$4,259,077 39th percentile higher than 39% 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

Ali'i Health Center 401(a) 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. Ali'i Health Center 401(a) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ali'i Health Center 401(a) Plan reported net income rose from $171K in the plan year 2023 filing to $373K in the plan year 2024 filing.
  • Ali'i Health Center 401(a) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Ali'i Health Center 401(a) Plan reported participants fell from 114 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 833321758 · Alii Health Center PY 2024 · Profit Sharing

Ali'i Health Center 401(a) Plan · $4M · 105 · 39th

  • EBSA $4M
  • PART 105
  • TYPE 39th
  • NET Profit Sharing
  • BOOK near Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement
  • VS-ST ind #6994

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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →

Ali'i Health Center 401(a) Plan in the asset neighbourhood

Ali'i Health Center 401(a) PlanAli'i Health Center 401(a) P…$4MSheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust AgreementSheppard, White,Kachergus & …$4MMarine Towing & Salvage of S.W. Fl, Inc Profit Sharing PlanMarine Towing & Salvage of S…$4MMar-Del, Inc. Profit Sharing PlanMar-Del, Inc. Profit Sharing…$4MCustom Glass Products, Inc. Profit Sharing PlanCustom Glass Products, Inc. …$4M
End-of-year total assets ($M) among Ali'i Health Center 401(a) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$373K
Employer EIN833321758
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alii Health Center)

Sponsor-wide plan assets over time

All Alii Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.12799906761928% vs 2023
2024 filing year
$4M$4.5M$5M$5.5M$6M 20232024 $4.43M $5.54M ▲ +25.1%
Year Plans Participants Total Assets
2023 2 237 $4M
2024 2 238 $6M

Nearby Profit Sharing Plans in Hawaii

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ali'i Health Center 401(a) Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400500 Total assets ($M) Participants Ali'i Health Center 401(a) Plan, Total assets ($M): 4.259077 · Participants: 105Ali'i Health Center 401(a) PlanHawaii Electricians Annuity Plan, Total assets ($M): 437.680126 · Participants: 2222Hawaii Electricians Annuity PlanHawaii Sheet Metal Workers Annuity Profit Sharing, Total assets ($M): 108.876428 · Participants: 571Hawaii Sheet Metal Workers Annuity Profit SharingSimplicityhr 401(k) Retirement Savings Plan, Total assets ($M): 102.219083 · Participants: 1505Simplicityhr 401(k) Retirement Savings PlanHawaiiusa Fcu Retirement Plan, Total assets ($M): 62.475119 · Participants: 395Hawaiiusa Fcu Retirement PlanHawaiian Dredging Construction Company Profit Sharing Plan, Total assets ($M): 41.050282 · Participants: 308Hawaiian Dredging Construction Company Profit Sharing Plan
Ali'i Health Center 401(a) Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
Compare Ali'i Health Center 401(a) Plan side-by-side with 3 peers →

Ali'i Health Center 401(a) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Hawaii, the nearest Profit Sharing by assets is Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement in FL ($4M); by covered participants it is Alproem Engineering Contractor Retirement Plan in PR (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Ali'i Health Center 401(a) Plan assets move in 2024? ▼
Ali'i Health Center 401(a) Plan grew at a solid clip - up 9.6% during 2024, from $4M to $4M. Reported net income was $373K.
How have Alii Health Center plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Alii Health Center's sponsor-wide assets grew 25.1%, from $4M to $6M.
Which Profit Sharing plans are similar in size to Ali'i Health Center 401(a) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust Agreement in FL ($4M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Ali'i Health Center 401(a) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Alproem Engineering Contractor Retirement Plan in PR (105 participants, $1M 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 833321758.

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.