Other · DOL Form 5500 · 2022

Brigham Young University Hawaii Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
571
Participants Below avg headcount
48th
Percentile by assets National rank
$7,771
Avg per participant Low balance/head
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Official DOL plan name: Brigham Young University Hawaii Tax-Deferred Annuity Plan · Sponsored by Brigham Young University Hawaii · Hawaii · Educational Services

$4M in assets, 571 participants

Brigham Young University Hawaii's Brigham Young University Hawaii Tax-Deferred Annuity Plan reported $4M in total assets and 571 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,351 in Educational Services (4,024 peers)

2022 asset change

Brigham Young University Hawaii Tax-Deferred Annuity Plan pulled back noticeably 14.0% in 2022 ($5M → $4M) for 571 participants.

#1,351
in Educational Services (4,024 peers)
-14.0%
assets change YoY

The plan reported a net loss of $722K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brigham Young University Hawaii Tax-Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

Brigham Young University Hawaii Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,437,299 48th percentile higher than 48% 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

Brigham Young University Hawaii Tax-Deferred Annuity 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. Brigham Young University Hawaii Tax-Deferred Annuity Plan sits mid-pack in the medium band (571 participants).

Published 5500 schedule card

Filing strip 990083825 · Brigham Young University Hawaii PY 2022 · Other

Brigham Young University Hawaii Tax-Deferred Annuity Plan · $4M · 571 · 48th

  • BOY $4M
  • SCH 571
  • EBSA 48th
  • PART Other
  • TYPE near 401(k) Profit Sharing Plan for Employees of Great Western Dining Service, Inc.
  • NET ind #1351

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 Educational Services retirement plans → · Plans in Hawaii →

Brigham Young University Hawaii Tax-Deferred Annuity Plan in the asset neighbourhood

Brigham Young University Hawaii Tax-Deferred Annuity PlanBrigham Young University Haw…$4MGreenwood Village South Internal Revenue Code Section 403(b) Tax Deferred Annuity PlanGreenwood Village South Inte…$4M401(k) Profit Sharing Plan for Employees of Great Western Dining Service, Inc.401(k) Profit Sharing Plan f…$4MBaruch 403(b) Plan$4MPlanned Parenthood of Southwest and Central Florida, Inc. 403(b) Employee Retirement PlanPlanned Parenthood of Southw…$4M
End-of-year total assets ($M) among Brigham Young University Hawaii Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$722K
Employer EIN990083825
Plan Effective Date1955-09-05
Filing StatusFILING RECEIVED

Nearby Other Plans in Hawaii

Peer Other plans, same state, same plan type, ranked by total assets.

Brigham Young University Hawaii Tax-Deferred Annuity Plan vs. nearby Other plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.5 Total assets ($B) Participants Brigham Young University Hawaii Tax-Deferred Annuity Plan, Total assets ($B): 0.004437299 · Participants: 571Brigham Young University Hawaii Tax-Deferred Annuity PlanHawai'i Pacific Health 403(b) Savings Plan, Total assets ($B): 1.120111431 · Participants: 7026Hawai'i Pacific Health 403(b) Savings PlanPunahou School Defined Contribution Retirement Plan, Total assets ($B): 0.269374601 · Participants: 934Punahou School Defined Contribution Retirement PlanIolani School Defined Contribution Retirement Plan, Total assets ($B): 0.168744152 · Participants: 458Iolani School Defined Contribution Retirement PlanKuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan, Total assets ($B): 0.131564485 · Participants: 900Kuakini Health System 403(b) Matching Tax-Sheltered Annuity PlanThe Queen's Health Systems Retirement Plus Plan, Total assets ($B): 0.103420578 · Participants: 642The Queen's Health Systems Retirement Plus Plan
Brigham Young University Hawaii Tax-Deferred Annuity Plan vs. nearby Other plans in Hawaii, assets vs. participants
Compare Brigham Young University Hawaii Tax-Deferred Annuity Plan side-by-side with 3 peers →

Brigham Young University Hawaii Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Hawaii, the nearest Other by assets is 401(k) Profit Sharing Plan for Employees of Great Western Dining Service, Inc. in MO ($4M); by covered participants it is Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University in PA (571 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (571 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 Brigham Young University Hawaii Tax-Deferred Annuity Plan assets move in 2022? ▼
Brigham Young University Hawaii Tax-Deferred Annuity Plan pulled back noticeably - down 14.0% during 2022, from $5M to $4M. Reported net income was -$722K.
Which Other plans are similar in size to Brigham Young University Hawaii Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Great Western Dining Service, Inc. in MO ($4M, 502 participants).
Which Other plans cover a similar participant headcount to Brigham Young University Hawaii Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University in PA (571 participants, $142M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990083825.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.