401(k) · DOL Form 5500 · 2024

Valley Isle Produce, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
141
Participants Small participant base
72nd
Percentile by assets National rank
$155,653
Avg per participant Above avg balance/head
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Official DOL plan name: Valley Isle Produce, Inc. 401(k) Plan · Sponsored by Valley Isle Produce, Inc. · Hawaii · Wholesale Trade

$22M in assets, 141 participants

Valley Isle Produce, Inc.'s Valley Isle Produce, Inc. 401(k) Plan reported $22M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,173 in Wholesale Trade (6,080 peers)

Coverage in Hawaii

Valley Isle Produce, Inc. 401(k) Plan covers 141 participants in Hawaii, about 37% of the average Hawaii filer (state average ~380 per filing). Assets: $22M.

#4,173
in Wholesale Trade (6,080 peers)
+12.8%
assets growth YoY

Valley Isle Produce, Inc. 401(k) Plan's outsized position by total assets

Valley Isle Produce, Inc. 401(k) Plan vs every filed plan by assets

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

$21,947,124 Top 28% higher than 72% 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

Valley Isle Produce, Inc. 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. Valley Isle Produce, Inc. 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valley Isle Produce, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Valley Isle Produce, Inc. 401(k) Plan reported participants rose from 129 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • Valley Isle Produce, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 990112838 · Valley Isle Produce, Inc. PY 2024 · 401(k)

Valley Isle Produce, Inc. 401(k) Plan · $22M · 141 · 72nd

  • SCH $22M
  • SCH 141
  • SCH 72nd
  • SCH 401(k)
  • SCH near Protech Solutions, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #4173

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 Wholesale Trade retirement plans → · Plans in Hawaii →

Valley Isle Produce, Inc. 401(k) Plan in the asset neighbourhood

Valley Isle Produce, Inc. 401(k) PlanValley Isle Produce, Inc. 40…$22MProtech Solutions, Inc. 401(k) Profit Sharing Plan and TrustProtech Solutions, Inc. 401(…$22MCrivello, Nichols & Hall, S.C. 401(k) Profit Sharing PlanCrivello, Nichols & Hall, S.…$22MThe Sport Clips Game Plan$22MSafe-Harbor 403(b) Thrift Plan for Employees of Visiting Nurse and Hospice Care of Santa BarbaraSafe-Harbor 403(b) Thrift Pl…$22M
End-of-year total assets ($M) among Valley Isle Produce, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN990112838
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Isle Produce, Inc.)

Sponsor-wide plan assets over time

All Valley Isle Produce, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 30.407830106064278% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.8M $22M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 130 $17M
2023 1 129 $19M
2024 1 141 $22M

Nearby 401(k) Plans in Hawaii

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

Valley Isle Produce, Inc. 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 ($B) Participants Valley Isle Produce, Inc. 401(k) Plan, Total assets ($B): 0.021947124 · Participants: 141Valley Isle Produce, Inc. 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
Valley Isle Produce, Inc. 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants

Valley Isle Produce, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Protech Solutions, Inc. 401(k) Profit Sharing Plan and Trust in AR ($22M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

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 Valley Isle Produce, Inc. 401(k) Plan assets move in 2024?
Valley Isle Produce, Inc. 401(k) Plan grew at a solid clip - up 12.8% during 2024, from $19M to $22M. Reported net income was $2M.
How have Valley Isle Produce, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Valley Isle Produce, Inc.'s sponsor-wide assets grew 30.4%, from $17M to $22M.
Which 401(k) plans are similar in size to Valley Isle Produce, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Protech Solutions, Inc. 401(k) Profit Sharing Plan and Trust in AR ($22M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Valley Isle Produce, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants, N/A in assets).