Other · DOL Form 5500 · 2022

Punahou School Retirement Plan

Data updated 2026-08-25

$269M
Total assets Near avg plan size
934
Participants Near avg headcount
97th
Percentile by assets National rank
$288,410
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Punahou School Defined Contribution Retirement Plan · Sponsored by Punahou School · Hawaii · Educational Services

$269M in assets, 934 participants

Punahou School's Punahou School Defined Contribution Retirement Plan reported $269M in total assets and 934 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,798 in Educational Services (4,024 peers)

Coverage in Hawaii

Punahou School Defined Contribution Retirement Plan covers 934 participants in Hawaii, 2.5x the typical Hawaii plan (state average ~380 per filing). Assets: $269M.

#3,798
in Educational Services (4,024 peers)
-11.5%
assets change YoY
2.7×
vs typical plan assets (national mean)

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Punahou School Defined Contribution Retirement Plan's outsized position by total assets

Punahou School Defined Contribution Retirement Plan vs every filed plan by assets

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

$269,374,601 Top 3% higher than 97% 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

Punahou 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. Punahou School Defined Contribution Retirement Plan sits mid-pack in the medium band (934 participants).

DOL schedule card

Filing strip 990073523 · Punahou School PY 2022 · Other

Punahou School Defined Contribution Retirement Plan · $269M · 934 · 97th

  • TYPE $269M
  • NET 934
  • BOOK 97th
  • VS-ST Other
  • BOY near Middlebury College Voluntary Retirement Plan
  • SCH ind #3798

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 →

Punahou School Defined Contribution Retirement Plan in the asset neighbourhood

United Health Services, Inc. 403(b) Retirement PlanUnited Health Services, Inc.…$270MMiddlebury College Voluntary Retirement PlanMiddlebury College Voluntary…$269MPunahou School Defined Contribution Retirement PlanPunahou School Defined Contr…$269MAzusa Pacific University Defined Contribution PlanAzusa Pacific University Def…$268MRetirement Plan of Saratoga HospitalRetirement Plan of Saratoga …$268M
End-of-year total assets ($M) among Punahou School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$304M
Net Assets (End of Year)$269M
Net Income-$35M
Employer EIN990073523
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Punahou School)

Sponsor-wide plan assets over time

All Punahou School plans reported in each filing year

Latest sponsor-wide plan assets
$326M 21.099224570173934% vs 2022
2024 filing year
$260M$280M$300M$320M$340M 202220232024 $269M $326M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 934 $269M
2023 1 932 $299M
2024 1 1,542 $326M

Nearby Other Plans in Hawaii

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

Punahou School Defined Contribution Retirement Plan vs. nearby Other plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Punahou School Defined Contribution Retirement Plan, Total assets ($B): 0.269374601 · Participants: 934Punahou School Defined Contribution Retirement PlanHawai'i Pacific Health 403(b) Savings Plan, Total assets ($B): 1.120111431 · Participants: 7026Hawai'i Pacific Health 403(b) Savings PlanIolani School Defined Contribution Retirement Plan, Total assets ($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 PlanMid-Pacific Institute 403(b) Retirement Plan, Total assets ($B): 0.080436635 · Participants: 218Mid-Pacific Institute 403(b) Retirement Plan
Punahou School Defined Contribution Retirement Plan vs. nearby Other plans in Hawaii, assets vs. participants
Compare Punahou School Defined Contribution Retirement Plan side-by-side with 3 peers →

Punahou School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Hawaii, the nearest Other by assets is Middlebury College Voluntary Retirement Plan in VT ($269M); by covered participants it is Options Educational 403(b) Retirement Plan in CA (935 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($269M here).

Similar participant headcount

Nearest other-state filings by covered participants (934 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 Punahou School Defined Contribution Retirement Plan assets move in 2022? ▼
Punahou School Defined Contribution Retirement Plan pulled back noticeably - down 11.5% during 2022, from $304M to $269M. Reported net income was -$35M.
How have Punahou School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Punahou School's sponsor-wide assets grew 21.1%, from $269M to $326M.
Where does Punahou School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Punahou School Defined Contribution Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Punahou School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Middlebury College Voluntary Retirement Plan in VT ($269M, 1,039 participants).
Which Other plans cover a similar participant headcount to Punahou School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Options Educational 403(b) Retirement Plan in CA (935 participants, $35M 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 990073523.

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.