Other · DOL Form 5500 · 2022
Kokua Kalihi Valley Comprehensive Family Services Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 274
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $51,217
- Avg per participant Low balance/head
Official DOL plan name: Kkv Retirement Plan · Sponsored by Kokua Kalihi Valley Comprehensive Family Services · Hawaii · Healthcare & Social Assistance
$14M in assets, 274 participants
Kokua Kalihi Valley Comprehensive Family Services's Kkv Retirement Plan reported $14M in total assets and 274 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,252 in Healthcare & Social Assistance (20,060 peers)
Kokua Kalihi Valley Comprehensive Family Services multi-year trail
Kokua Kalihi Valley Comprehensive Family Services's plans moved +36.3% in assets from 2022 to 2024; this filing shows Kkv Retirement Plan at $14M / 274 participants.
- #15,252
- in Healthcare & Social Assistance (20,060 peers)
- -8.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kkv Retirement Plan's outsized position by total assets
Kkv Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,033,585 Top 29% higher than 71% 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
Kkv Retirement 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. Kkv Retirement Plan sits mid-pack in the medium band (274 participants).
Plan-year Form 5500 strip
Filing strip 990149797 · Kokua Kalihi Valley Comprehensive Family Services PY 2022 · Other
Kkv Retirement Plan · $14M · 274 · 71st
- PART $14M
- TYPE 274
- NET 71st
- BOOK Other
- VS-ST near Sunset Community Health Center, Inc. 403(b) Plan
- BOY ind #15252
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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →
Kkv Retirement Plan in the asset neighbourhood
Kokua Kalihi Valley Comprehensive Family Services multi-year asset trail
Sponsor-wide plan assets over time
All Kokua Kalihi Valley Comprehensive Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 36.280102340207435% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $14M |
| 2023 | 1 | 302 | $17M |
| 2024 | 1 | 281 | $19M |
Kokua Kalihi Valley Comprehensive Family Services filing trail (2022)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$1M |
| Employer EIN | 990149797 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Hawaii
Peer Other plans, same state, same plan type, ranked by total assets.
- Hawai'i Pacific Health 403(b) Savings Plan $1.1B · 7,026
- Punahou School Defined Contribution Retirement Plan $269M · 934
- Iolani School Defined Contribution Retirement Plan $169M · 458
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $132M · 900
- The Queen's Health Systems Retirement Plus Plan $103M · 642
Kkv Retirement Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Sunset Community Health Center, Inc. 403(b) Plan in AZ ($14M); by covered participants it is Montgomery Hospice Employee and Employer Contribution Plan in MD (274 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.
- Montgomery Hospice Employee and Employer Contribution Plan (MD) 274 · 0 off
- Oklahoma Christian University Defined Contribution Retirement Plan (OK) 274 · 0 off
- St. Francis College Retirement Plan (NY) 274 · 0 off
- Acrmc 403(b) Plan (OH) 274 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.