Plan5500

Kaneohe, 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, Kaneohe, HI has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $13,718,182 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
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.7MSummed across loaded plans$13,718,182
Total reported assets$13.7M$13,718,182
Total reported participants1K1,002
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.7M total assets
Net assets$13.7MLiabilities$0
Contributions & income
Employer contributions$54.3K
Participant contributions$983.1K
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$469.9K
Total expenses$495.9K
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kaneohe, 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

Kaneohe market comparison

Largest plan share of assets69%Ohana Pacific Management Company Retirement Plan
Participants per plan251Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Kaneohe

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

  1. 1
    Ohana Pacific Management Company Retirement Plan$9.5M
    Ohana Pacific Management Co., Inc. · 2023
  2. 2
    Windward Auto Group LLC Retirement Savings Plan$4.2M
    Windward Auto Group LLC · 2023
  3. 3
    Hina Mauka Benefit Plannot reported in the loaded dataset
    The Alcoholic Rehabilitation Services Of Hawaii, Inc. Dba Hina Mauka · 2023
  4. 4
    Welfare Benefit Plan Of Aloha Management Co And Aloha Nursing Rehab Centrenot reported in the loaded dataset
    Aloha Management Company · 2023

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

Related Form 5500 pages