401(k) · DOL Form 5500 · 2024

Robert's Hawaii, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
1,118
Participants Near avg headcount
79th
Percentile by assets National rank
$29,123
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates · Sponsored by Robert's Hawaii, Inc. · Hawaii · Transportation & Warehousing

$33M in assets, 1,118 participants

Robert's Hawaii, Inc.'s 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates reported $33M in total assets and 1,118 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.

  • #2,555 in Transportation & Warehousing (3,299 peers)

Coverage in Hawaii

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates covers 1,118 participants in Hawaii, 2.9x the typical Hawaii plan (state average ~380 per filing). Assets: $33M.

#2,555
in Transportation & Warehousing (3,299 peers)
+15.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates's outsized position by total assets

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates vs every filed plan by assets

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

$32,559,539 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

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates lands in the large band (1,118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates reported participants fell from 1,206 in the plan year 2023 filing to 1,118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 990185478 · Robert's Hawaii, Inc. PY 2024 · 401(k)

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates · $33M · 1,118 · 79th

  • BOY $33M
  • BOY 1,118
  • BOY 79th
  • BOY 401(k)
  • BOY near Fmdh 401(k) Retirement Plan & Trust
  • BOY ind #2555

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 Transportation & Warehousing retirement plans → · Plans in Hawaii →

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates in the asset neighbourhood

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates401(k) Profit Sharing Thrift…$33MFmdh 401(k) Retirement Plan & TrustFmdh 401(k) Retirement Plan …$33MCarylon Corporation 401(k) Retirement PlanCarylon Corporation 401(k) R…$33MWood County Telephone Company Savings PlanWood County Telephone Compan…$33MView 401(k) Plan$33M
End-of-year total assets ($M) among 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN990185478
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert's Hawaii, Inc.)

Sponsor-wide plan assets over time

All Robert's Hawaii, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$162M 20.760767315588176% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $134M $162M ▲ +20.8%
Year Plans Participants Total Assets
2022 2 3,311 $134M
2023 2 2,350 $156M
2024 2 2,246 $162M

Nearby 401(k) Plans in Hawaii

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

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates, Total assets ($B): 0.032559539 · Participants: 1118401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & AffiliatesThe 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
401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates side-by-side with 3 peers →

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Fmdh 401(k) Retirement Plan & Trust in MT ($33M); by covered participants it is Fairway Lawns, LLC 401(k) Plan in AR (1,118 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 (1,118 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 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates assets move in 2024? ▼
401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates grew sharply - up 15.7% during 2024, from $28M to $33M. Reported net income was $4M.
How have Robert's Hawaii, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert's Hawaii, Inc.'s sponsor-wide assets grew 20.8%, from $134M to $162M.
Where does 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates rank by assets among Form 5500 filers? ▼
401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates 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 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates? ▼
Among 401(k) plans in other states, the closest by assets is Fmdh 401(k) Retirement Plan & Trust in MT ($33M, 275 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairway Lawns, LLC 401(k) Plan in AR (1,118 participants, $18M 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 990185478.

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.