401(k) · DOL Form 5500 · 2022

Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools 401(k) Plan

Data updated 2026-08-25

$456M
Total assets Above avg plan size
2,997
Participants Above avg headcount
98th
Percentile by assets National rank
$152,218
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,888
in Educational Services (4,024 peers)
-14.3%
assets change YoY
4.6×
vs typical plan assets (national mean)

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.

Kamehameha Schools 401(k) Retirement Savings Plan's outsized position by total assets

Kamehameha Schools 401(k) Retirement Savings Plan vs every filed plan by assets

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

$456,197,903 Top 2% higher than 98% 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

Kamehameha Schools 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kamehameha Schools 401(k) Retirement Savings Plan lands in the large band (2,997 participants).

Published 5500 schedule card

Filing strip 990073480 · Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools PY 2022 · 401(k)

Kamehameha Schools 401(k) Retirement Savings Plan · $456M · 2,997 · 98th

  • TYPE $456M
  • TYPE 2,997
  • TYPE 98th
  • TYPE 401(k)
  • TYPE near Cadwalader, Wickersham & Taft LLP Defined Contribution Plan
  • TYPE ind #3888

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 →

Kamehameha Schools 401(k) Retirement Savings Plan in the asset neighbourhood

Gpi Hourly Savings Plan$457MChildren's of Alabama 401(k) PlanChildren's of Alabama 401(k)…$457MKamehameha Schools 401(k) Retirement Savings PlanKamehameha Schools 401(k) Re…$456MCadwalader, Wickersham & Taft LLP Defined Contribution PlanCadwalader, Wickersham & Taf…$456MConsolidated Nuclear Security, LLC 401(k) for Non-Bargaining Pantex Location EmployeesConsolidated Nuclear Securit…$455M
End-of-year total assets ($M) among Kamehameha Schools 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$532M
Net Assets (End of Year)$456M
Net Income-$76M
Employer EIN990073480
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools)

Sponsor-wide plan assets over time

All Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools plans reported in each filing year

Latest sponsor-wide plan assets
$952M 23.00111995641892% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $774M $952M ▲ +23.0%
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 Scatter plot of 6 data points. 0200040006000800010000 00.511.5 Total assets ($B) Participants Kamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.456197903 · Participants: 2997Kamehameha Schools 401(k) Retirement Savings PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.303213481 · Participants: 8104The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.679386573 · Participants: 2022Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.620580397 · Participants: 2630Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.459837917 · Participants: 856Hawaiian Airlines, Inc. Pilots' 401(k) PlanHawaiian Airlines, Inc. 401(k) Savings Plan, Total assets ($B): 0.382809557 · Participants: 3905Hawaiian Airlines, Inc. 401(k) Savings Plan
Kamehameha Schools 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Kamehameha Schools 401(k) Retirement Savings Plan side-by-side with 3 peers →

Kamehameha Schools 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Cadwalader, Wickersham & Taft LLP Defined Contribution Plan in NY ($456M); by covered participants it is United States Steel Corporation Savings Fund Plan for Salaried Employees in PA (2,997 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,997 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 Kamehameha Schools 401(k) Retirement Savings Plan assets move in 2022? ▼
Kamehameha Schools 401(k) Retirement Savings Plan pulled back noticeably - down 14.3% during 2022, from $532M to $456M. Reported net income was -$76M.
How have Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools's sponsor-wide assets grew 23.0%, from $774M to $952M.
Where does Kamehameha Schools 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Kamehameha Schools 401(k) Retirement Savings Plan ranks in the 98th 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 401(k) plans are similar in size to Kamehameha Schools 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cadwalader, Wickersham & Taft LLP Defined Contribution Plan in NY ($456M, 642 participants).
Which 401(k) plans cover a similar participant headcount to Kamehameha Schools 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United States Steel Corporation Savings Fund Plan for Salaried Employees in PA (2,997 participants, $1.3B 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 990073480.

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.