Other · DOL Form 5500 · 2022
University Clinical, Education and Research Associates Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 236
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $131,343
- Avg per participant Near avg balance/head
Official DOL plan name: University Clinical, Education and Research Associates Defined Contribution Retirement Plan · Sponsored by University Clinical, Education and Research Associates · Hawaii · Educational Services
$31M in assets, 236 participants
University Clinical, Education and Research Associates's University Clinical, Education and Research Associates Defined Contribution Retirement Plan reported $31M in total assets and 236 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,786 in Educational Services (4,024 peers)
Where University Clinical, Education and Research Associates Defined Contribution Retirement Plan sits by assets
University Clinical, Education and Research Associates Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 236 participants (~$131,343/participant), down 25.4% in 2022.
- #2,786
- in Educational Services (4,024 peers)
- -25.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University Clinical, Education and Research Associates Defined Contribution Retirement Plan's outsized position by total assets
University Clinical, Education and Research Associates Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,996,928 Top 17% higher than 83% 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
University Clinical, Education and Research Associates 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. University Clinical, Education and Research Associates Defined Contribution Retirement Plan sits mid-pack in the medium band (236 participants).
EBSA filing schedule strip
Filing strip 990307152 · University Clinical, Education and Research Associates PY 2022 · Other
University Clinical, Education and Research Associates Defined Contribution Retirement Plan · $31M · 236 · 83rd
- PCT $31M
- PCT 236
- PCT 83rd
- PCT Other
- PCT near Charles F. Kettering Foundation Deferred Compensation Plan
- PCT ind #2786
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 →
University Clinical, Education and Research Associates Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$11M |
| Employer EIN | 990307152 |
| Plan Effective Date | 2004-03-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Clinical, Education and Research Associates)
Sponsor-wide plan assets over time
All University Clinical, Education and Research Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 17.430327289207497% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 236 | $31M |
| 2023 | 1 | 395 | $35M |
| 2024 | 1 | 307 | $36M |
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
- Iolani School Defined Contribution Retirement Plan $169M · 458
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $132M · 900
- The Queen's Health Systems Retirement Plus Plan $103M · 642
University Clinical, Education and Research Associates Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Charles F. Kettering Foundation Deferred Compensation Plan in OH ($31M); by covered participants it is Lincoln Park Zoological Society Retirement Plan in IL (236 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Charles F. Kettering Foundation Deferred Compensation Plan (OH) $31M · 41
- Bakerripley 403(b) Plan (TX) $31M · 1,406
- National Safety Council 403(b) Plan (IL) $31M · 228
- Lake Highland Preparatory School 403(b) Plan (FL) $31M · 372
Similar participant headcount
Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.
- Lincoln Park Zoological Society Retirement Plan (IL) 236 · 0 off
- Candid Tax Deferred Annuity Plan (NY) 236 · 0 off
- Fall River Health Services 403(b) Plan (SD) 236 · 0 off
- Cornish College of the Arts 403(b) Plan (WA) 236 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.