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
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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

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 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

Institute for Healthcare Improvement 401(k) Profit Sharing PlanInstitute for Healthcare Imp…$23MDime Bank 401(k) Savings Plan$23MSan Antonio Winery, Inc. 401(k) Plan 001San Antonio Winery, Inc. 401…$23MPlastic Products Company, Inc. 401(k)/ Profit Sharing PlanPlastic Products Company, In…$23MUha 401(k) Plan$23M
End-of-year total assets ($M) among Uha 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$23M
Net Income-$6M
Employer EIN990263440
Plan Effective Date1997-03-01
Filing StatusFILING 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
$20M$25M$30M$35M 202220232024 $23M $32.5M ▲ +41.6%
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.

Uha 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Uha 401(k) Plan, Total assets ($B): 0.022964745 · Participants: 163Uha 401(k) PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.303213481 · Participants: 8104The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.679386573 · Participants: 2022Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.620580397 · Participants: 2630Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.459837917 · Participants: 856Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.456197903 · Participants: 2997Kamehameha Schools 401(k) Retirement Savings Plan
Uha 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants

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.

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.

Frequently Asked Questions

How did Uha 401(k) Plan assets move in 2022?
Uha 401(k) Plan declined sharply - down 20.1% during 2022, from $29M to $23M. Reported net income was -$6M.
How have University Health Alliance plan assets changed over time?
Across 3 plan years on file (2022-2024), University Health Alliance's sponsor-wide assets grew 41.6%, from $23M to $33M.
Where does Uha 401(k) Plan rank by assets among Form 5500 filers?
Uha 401(k) Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Uha 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Institute for Healthcare Improvement 401(k) Profit Sharing Plan in MA ($23M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Uha 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 participants, N/A in assets).