401(k) · DOL Form 5500 · 2024

Oahu Country Club 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
127
Participants Small participant base
49th
Percentile by assets National rank
$57,285
Avg per participant Low balance/head
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Official DOL plan name: Oahu Country Club 401(k) Plan · Sponsored by Oahu Country Club · Hawaii · Arts, Entertainment & Recreation

$7M in assets, 127 participants

Oahu Country Club's Oahu Country Club 401(k) Plan reported $7M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,981 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Hawaii

Oahu Country Club 401(k) Plan covers 127 participants in Hawaii, about 33% of the average Hawaii filer (state average ~380 per filing). Assets: $7M.

#1,981
in Arts, Entertainment & Recreation (2,921 peers)
+4.8%
assets growth YoY

Oahu Country Club 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Oahu Country Club 401(k) Plan vs every filed plan by assets

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

$7,275,214 49th percentile higher than 49% 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

Oahu Country Club 401(k) 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. Oahu Country Club 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oahu Country Club 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $330K in the plan year 2024 filing.
  • Oahu Country Club 401(k) Plan reported participants rose from 120 in the plan year 2023 filing to 127 in the plan year 2024 filing.
  • Oahu Country Club 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 990050650 · Oahu Country Club PY 2024 · 401(k)

Oahu Country Club 401(k) Plan · $7M · 127 · 49th

  • EOY $7M
  • 5500 127
  • ASSETS 49th
  • PCT 401(k)
  • EIN near Townsend and Associates, Inc. 401(k) Profit Sharing Plan
  • RANK ind #1981

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 Arts, Entertainment & Recreation retirement plans → · Plans in Hawaii →

Oahu Country Club 401(k) Plan in the asset neighbourhood

Oahu Country Club 401(k) Plan$7MTownsend and Associates, Inc. 401(k) Profit Sharing PlanTownsend and Associates, Inc…$7MJusticeworks Youthcare Inc 401(k) Profit Sharing PlanJusticeworks Youthcare Inc 4…$7MMsb/Bws 401(k) Plan$7MMini-Systems, Inc. Retirement PlanMini-Systems, Inc. Retiremen…$7M
End-of-year total assets ($M) among Oahu Country Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$330K
Employer EIN990050650
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oahu Country Club)

Sponsor-wide plan assets over time

All Oahu Country Club plans reported in each filing year

Latest sponsor-wide plan assets
$7M 33.668127694412966% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.44M $7.28M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 78 $5M
2023 1 120 $7M
2024 1 127 $7M

Nearby 401(k) Plans in Hawaii

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

Oahu Country Club 401(k) 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 ($B) Participants Oahu Country Club 401(k) Plan, Total assets ($B): 0.007275214 · Participants: 127Oahu Country Club 401(k) 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
Oahu Country Club 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants

Oahu Country Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Townsend and Associates, Inc. 401(k) Profit Sharing Plan in CO ($7M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Oahu Country Club 401(k) Plan assets move in 2024?
Oahu Country Club 401(k) Plan edged up modestly - up 4.8% during 2024, from $7M to $7M. Reported net income was $330K.
How have Oahu Country Club plan assets changed over time?
Across 3 plan years on file (2022-2024), Oahu Country Club's sponsor-wide assets grew 33.7%, from $5M to $7M.
Which 401(k) plans are similar in size to Oahu Country Club 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Townsend and Associates, Inc. 401(k) Profit Sharing Plan in CO ($7M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Oahu Country Club 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K in assets).