Other · DOL Form 5500 · 2022
Iolani School Retirement Plan
Data updated 2026-08-25
- $169M
- Total assets Near avg plan size
- 458
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $368,437
- Avg per participant High balance/head
Official DOL plan name: Iolani School Defined Contribution Retirement Plan · Sponsored by Iolani School · Hawaii · Educational Services
$169M in assets, 458 participants
Iolani School's Iolani School Defined Contribution Retirement Plan reported $169M in total assets and 458 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #3,679 in Educational Services (4,024 peers)
Where Iolani School Defined Contribution Retirement Plan sits by assets
Iolani School Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $169M for 458 participants (~$368,437/participant), down 9.7% in 2022.
- #3,679
- in Educational Services (4,024 peers)
- -9.7%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iolani School Defined Contribution Retirement Plan's outsized position by total assets
Iolani School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$168,744,152 Top 5% higher than 95% 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
Iolani School Defined Contribution 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. Iolani School Defined Contribution Retirement Plan sits mid-pack in the medium band (458 participants).
DOL schedule card
Filing strip 990073502 · Iolani School PY 2022 · Other
Iolani School Defined Contribution Retirement Plan · $169M · 458 · 95th
- PART $169M
- TYPE 458
- NET 95th
- BOOK Other
- VS-ST near Museum of Fine Arts Defined Contribution Retirement Plan
- BOY ind #3679
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 →
Iolani School Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $187M |
|---|---|
| Net Assets (End of Year) | $169M |
| Net Income | -$18M |
| Employer EIN | 990073502 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iolani School)
Sponsor-wide plan assets over time
All Iolani School plans reported in each filing year
- Latest sponsor-wide plan assets
- $203M 20.10703339811148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 458 | $169M |
| 2023 | 1 | 494 | $185M |
| 2024 | 1 | 514 | $203M |
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
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $132M · 900
- The Queen's Health Systems Retirement Plus Plan $103M · 642
- Mid-Pacific Institute 403(b) Retirement Plan $80M · 218
Iolani School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Museum of Fine Arts Defined Contribution Retirement Plan in MA ($169M); by covered participants it is Wabash College Retirement Plan in IN (458 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($169M here).
- Museum of Fine Arts Defined Contribution Retirement Plan (MA) $169M · 378
- Milton Hershey School Group Supplemental Retirement Plan (PA) $169M · 1,240
- St. Clair Hospital Savings Plan (PA) $168M · 2,268
- Shepherd Center 403(b) Retirement Savings Plan (GA) $168M · 1,816
Similar participant headcount
Nearest other-state filings by covered participants (458 participants); asset peers above are excluded.
- Wabash College Retirement Plan (IN) 458 · 0 off
- University of Pikeville Retirement Plan (KY) 458 · 0 off
- Bay Area Community Services 403(b) Plan (CA) 458 · 0 off
- Chris 180, Inc. 403(b) Retirement Plan (GA) 458 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.