401(k) · DOL Form 5500 · 2024

Aloha Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$646K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$646,058
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aloha Ventures Retirement Plan · Sponsored by Aloha Ventures, Inc. · Indiana · Real Estate

$646K in assets, 1 participants

Aloha Ventures, Inc.'s Aloha Ventures Retirement Plan reported $646K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,569 in Real Estate (4,605 peers)

What the 2024 filing shows

Aloha Ventures Retirement Plan holds $646K for 1 participant - about $646,058 per participant, among the smaller plans by assets on file.

#1,569
in Real Estate (4,605 peers)
-5.8%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aloha Ventures Retirement Plan among the smaller filed plans by assets

Aloha Ventures Retirement Plan vs every filed plan by assets

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

$646,058 20th percentile higher than 20% 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

Aloha Ventures Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aloha Ventures Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aloha Ventures Retirement Plan reported net income fell from $20K in the plan year 2023 filing to -$40K in the plan year 2024 filing.
  • Aloha Ventures Retirement Plan end-of-year assets fell from $686K in the plan year 2023 filing to $646K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 822859566 · Aloha Ventures, Inc. PY 2024 · 401(k)

Aloha Ventures Retirement Plan · $646K · 1 · 20th

  • VS-ST $646K
  • VS-ST 1
  • VS-ST 20th
  • VS-ST 401(k)
  • VS-ST near Modani Holdings LLC 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #1569

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 Real Estate retirement plans → · Plans in Indiana →

Aloha Ventures Retirement Plan in the asset neighbourhood

Aloha Ventures Retirement PlanAloha Ventures Retirement Pl…$646KModani Holdings LLC 401(k) Profit Sharing Plan & TrustModani Holdings LLC 401(k) P…$646KKpfits, Inc. 401(k) Plan$646KTier1 Integrity, LLC 401(k) PlanTier1 Integrity, LLC 401(k) …$646KCross Creek Rv, Inc. 401(k) PlanCross Creek Rv, Inc. 401(k) …$646K
End-of-year total assets ($M) among Aloha Ventures Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$686K
Net Assets (End of Year)$646K
Net Income-$40K
Employer EIN822859566
Plan Effective Date2017-09-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Aloha Ventures, Inc.)

Sponsor-wide plan assets over time

All Aloha Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$646K 2.9679237150036273% vs 2022
2024 filing year
$0.64M$0.66M$0.68M$0.7M 202220232024 $0.67M $0.65M ▼ -3.0%
Year Plans Participants Total Assets
2022 1 1 $666K
2023 1 1 $686K
2024 1 1 $646K

Nearby 401(k) Plans in Indiana

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

Aloha Ventures Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Aloha Ventures Retirement Plan, Total assets ($B): 0.000646058 · Participants: 1Aloha Ventures Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Aloha Ventures Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Aloha Ventures Retirement Plan side-by-side with 3 peers →

Aloha Ventures Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Modani Holdings LLC 401(k) Profit Sharing Plan & Trust in FL ($646K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($646K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Aloha Ventures Retirement Plan assets move in 2024? ▼
Aloha Ventures Retirement Plan pulled back noticeably - down 5.8% during 2024, from $686K to $646K. Reported net income was -$40K.
How have Aloha Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aloha Ventures, Inc.'s sponsor-wide assets declined 3.0%, from $666K to $646K.
Where does Aloha Ventures Retirement Plan rank by assets among Form 5500 filers? ▼
Aloha Ventures Retirement Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Aloha Ventures Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Modani Holdings LLC 401(k) Profit Sharing Plan & Trust in FL ($646K, 199 participants).
Which 401(k) plans cover a similar participant headcount to Aloha Ventures Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 822859566.

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.