401(k) · DOL Form 5500 · 2022
Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools 401(k) Plan
Data updated 2026-08-11
- $456M
- Total assets
- 2,997
- Participants
- 98th
- Percentile by assets
- $152,218
- Avg per participant
Official DOL plan name: Kamehameha Schools 401(k) Retirement Savings Plan · Sponsored by Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools · Hawaii · Educational Services
$456M in assets, 2,997 participants
Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools's Kamehameha Schools 401(k) Retirement Savings Plan reported $456M in total assets and 2,997 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #3,888 in Educational Services (4,024 peers)
Coverage in Hawaii
Kamehameha Schools 401(k) Retirement Savings Plan covers 2,997 participants in Hawaii, 7.9x the typical Hawaii plan (state average ~380 per filing). Assets: $456M.
- $456M
- total plan assets (2022 EOY)
- 2,997
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $152,218
- avg assets per participant
The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Hawaii filers
In Hawaii, the average filing covers about 380 participants across 517 plans. Kamehameha Schools 401(k) Retirement Savings Plan reports 2,997 participants - 7.9x that state average ($456M EOY assets).
Hawaii filing particulars
| Total Assets (Beginning of Year) | $532M |
|---|---|
| Net Assets (End of Year) | $456M |
| Net Income | -$76M |
| Employer EIN | 990073480 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,573 | $774M |
| 2023 | 3 | 3,921 | $867M |
| 2024 | 3 | 3,891 | $952M |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Kamehameha Schools 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
- The Queen's Health Systems Retirement Savings Plan $1.3B · 8,104
- Bank of Hawaii Retirement Savings Plan $679M · 2,022
- Hawaiian Electric Industries Retirement Savings Plan $621M · 2,630
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $460M · 856
- Hawaiian Airlines, Inc. 401(k) Savings Plan $383M · 3,905
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Kamehameha Schools 401(k) Retirement Savings Plan by total assets, not by location.
- Cadwalader, Wickersham & Taft LLP Defined Contribution Plan (NY) $456M · 642
- Children's of Alabama 401(k) Plan (AL) $457M · 5,095
- Gpi Hourly Savings Plan (GA) $457M · 6,375
- Consolidated Nuclear Security, LLC 401(k) for Non-Bargaining Pantex Location Employees (TN) $455M · 2,023
Frequently Asked Questions
How did Kamehameha Schools 401(k) Retirement Savings Plan assets move in 2022? ▼
How have Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools plan assets changed over time? ▼
Where does Kamehameha Schools 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Kamehameha Schools 401(k) Retirement Savings Plan? ▼
Next read for Kamehameha Schools 401(k) Retirement Sav…
Filing takeaways
Ways to act on Kamehameha Schools 401(k) Retirement Savings Plan's numbers.
- By total assets, Kamehameha Schools 401(k) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Hawaii. Compare plans
- Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools's sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Educational Services plans