Plan5500

Koloa, 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, Koloa, HI has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $35,029,252 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
2
Latest filing year
2023

What stands out in Koloa

  • 4 loaded plans hold $35M in reported assets across 2 sponsors.
  • The largest, Hyatt Corporation Retirement Savings Plan, holds 77% of reported Koloa plan assets.
  • Plans cover 1,438 participants — about 360 per plan.
  • 50% 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$35MSummed across loaded plans$35,029,252
Total reported assets$35M$35,029,252
Total reported participants1.4K1,438
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$35M total assets
Net assets$35MLiabilities$0
Contributions & income
Employer contributions$538.9K
Participant contributions$1.7M
Total income / additions$7.9M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$6.4M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

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

Koloa market comparison

Largest plan share of assets77%Hyatt Corporation Retirement Savings Plan
Participants per plan360Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Koloa

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

  1. 1
    Hyatt Corporation Retirement Savings Plan$26.9M
    Kawailoa Development Llp · 2023
  2. 2
    The Club At Kukui'Ula 401(K) Plan$8.1M
    The Club At Kukui'Ula · 2023
  3. 3
    The Club At Kukui'Ula Health And Welfare Benefits Plannot reported in the loaded dataset
    The Club At Kukui'Ula · 2023
  4. 4
    Kawailoa Development Llp Welfare Plannot reported in the loaded dataset
    Kawailoa Development Llp · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Koloa, HI?
4 plan(s) reported by 2 sponsor(s) are loaded for Koloa, HI.

Related Form 5500 pages