401(k) · DOL Form 5500 · 2022
Lili'uokalani Trust 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $105,395
- Avg per participant Below avg balance/head
Official DOL plan name: Lili'uokalani Trust 401(k) Plan · Sponsored by Lili'uokalani Trust · Hawaii · Healthcare & Social Assistance
$17M in assets, 160 participants
Lili'uokalani Trust's Lili'uokalani Trust 401(k) Plan reported $17M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #15,806 in Healthcare & Social Assistance (20,060 peers)
Coverage in Hawaii
Lili'uokalani Trust 401(k) Plan covers 160 participants in Hawaii, about 42% of the average Hawaii filer (state average ~380 per filing). Assets: $17M.
- #15,806
- in Healthcare & Social Assistance (20,060 peers)
- -9.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lili'uokalani Trust 401(k) Plan's outsized position by total assets
Lili'uokalani Trust 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,863,174 Top 25% higher than 75% 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
Lili'uokalani Trust 401(k) 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. Lili'uokalani Trust 401(k) Plan sits mid-pack in the medium band (160 participants).
Published 5500 schedule card
Filing strip 990078890 · Lili'uokalani Trust PY 2022 · 401(k)
Lili'uokalani Trust 401(k) Plan · $17M · 160 · 75th
- PART $17M
- TYPE 160
- NET 75th
- BOOK 401(k)
- VS-ST near Foster & Motley Profit Sharing Plan
- BOY ind #15806
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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →
Lili'uokalani Trust 401(k) Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 990078890 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lili'uokalani Trust)
Sponsor-wide plan assets over time
All Lili'uokalani Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 25.20279989994766% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $17M |
| 2023 | 1 | 166 | $20M |
| 2024 | 1 | 181 | $21M |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
- Kamehameha Schools 401(k) Retirement Savings Plan $456M · 2,997
Lili'uokalani Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Foster & Motley Profit Sharing Plan in OH ($17M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Foster & Motley Profit Sharing Plan (OH) $17M · 38
- Keeling Company Grow Plan (AR) $17M · 102
- Today's Hr 401(k) Plan (CA) $17M · 162
- Adtalem Global Education, Inc. 401(k) Plan for Visiting Professors (IL) $17M · 4,655
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- Apple Care, LLC 401(k) Plan (GA) 160 · 0 off
- Blacktree Healthcare Consulting 401(k) Plan (PA) 160 · 0 off
- The Contractors Retirement Plan (TX) 160 · 0 off
- Hinckley Management Group, LLC 401(k) Plan (OH) 160 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.