401(k) · DOL Form 5500 · 2022
University Health Alliance 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $140,888
- Avg per participant Near avg balance/head
Official DOL plan name: Uha 401(k) Plan · Sponsored by University Health Alliance · Hawaii · Finance & Insurance
$23M in assets, 163 participants
University Health Alliance's Uha 401(k) Plan reported $23M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #6,174 in Finance & Insurance (9,261 peers)
Coverage in Hawaii
Uha 401(k) Plan covers 163 participants in Hawaii, about 43% of the average Hawaii filer (state average ~380 per filing). Assets: $23M.
- #6,174
- in Finance & Insurance (9,261 peers)
- -20.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Uha 401(k) Plan's outsized position by total assets
Uha 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,964,745 Top 21% higher than 79% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Uha 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uha 401(k) Plan sits mid-pack in the medium band (163 participants).
EBSA filing schedule strip
Filing strip 990263440 · University Health Alliance PY 2022 · 401(k)
Uha 401(k) Plan · $23M · 163 · 79th
- 5500 $23M
- ASSETS 163
- PCT 79th
- EIN 401(k)
- RANK near Institute for Healthcare Improvement 401(k) Profit Sharing Plan
- PHOTO ind #6174
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 Finance & Insurance retirement plans → · Plans in Hawaii →
Uha 401(k) Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$6M |
| Employer EIN | 990263440 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Health Alliance)
Sponsor-wide plan assets over time
All University Health Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 41.59951264427277% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $23M |
| 2023 | 1 | 165 | $28M |
| 2024 | 1 | 174 | $33M |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.3B · 8,104
- Bank of Hawaii Retirement Savings Plan $679M · 2,022
- Hawaiian Electric Industries Retirement Savings Plan $621M · 2,630
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $460M · 856
- Kamehameha Schools 401(k) Retirement Savings Plan $456M · 2,997
Uha 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Institute for Healthcare Improvement 401(k) Profit Sharing Plan in MA ($23M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.