Plan5500

Kalaheo, HI Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kalaheo, HI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $83,955,114 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Kalaheo

  • 4 loaded plans hold $84M in reported assets across 3 sponsors.
  • The largest, Aqua Engineers, Inc. Employee Stock Ownership Plan, holds 64% of reported Kalaheo plan assets.
  • Plans cover 489 participants — about 122 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$81.6MSummed across loaded plans$81,590,038
Total reported assets$84M$83,955,114
Total reported participants489
Total reported liabilities$2.4M$2,365,076

Reported net position

Reported assets = net assets + liabilities (summed)$84M total assets
Net assets$81.6MLiabilities$2.4M
Contributions & income
Employer contributions$808.2K
Participant contributions$1.1M
Total income / additions$12.6M
Expenses & distributions
Benefits paid / distributions$4.9M
Total expenses$4.9M
Net increase / (decrease)$7.7M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kalaheo, HI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Kalaheo market comparison

Largest plan share of assets64%Aqua Engineers, Inc. Employee Stock Ownership Plan
Participants per plan122Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Kalaheo

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Aqua Engineers, Inc. Employee Stock Ownership Plan$53.5M
    Aqua Engineers, Inc. · 2023
  2. 2
    National Tropical Botanical Garden Defined Contribution Retirement Plan 403(B) Dc And Tda Plan$15.4M
    National Tropical Botanical Garden · 2023
  3. 3
    Aqua Engineers, Inc. 401(K) Profit Sharing Plan$15M
    Aqua Engineers, Inc. · 2023
  4. 4
    Deep Harbor, Inc. Profit Sharing Plan$29K
    Deep Harbor, Inc. · 2023

Largest plans in Kalaheo → · Kalaheo plans by participants → · Kalaheo plans with financial data → · Kalaheo plans with provider compensation → · $1B+ plans in Kalaheo →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Kalaheo, HI?
4 plan(s) reported by 3 sponsor(s) are loaded for Kalaheo, HI.

Related Form 5500 pages