401(k) · DOL Form 5500 · 2022

Catholic Charities Hawai'i 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
306
Participants Below avg headcount
72nd
Percentile by assets National rank
$48,872
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Catholic Charities Hawai'i Retirement Savings Plan · Sponsored by Catholic Charities Hawai'i · Hawaii · Healthcare & Social Assistance

$15M in assets, 306 participants

Catholic Charities Hawai'i's Catholic Charities Hawai'i Retirement Savings Plan reported $15M in total assets and 306 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,441 in Healthcare & Social Assistance (20,060 peers)

Catholic Charities Hawai'i multi-year trail

Catholic Charities Hawai'i's plans moved +42.7% in assets from 2022 to 2024; this filing shows Catholic Charities Hawai'i Retirement Savings Plan at $15M / 306 participants.

#15,441
in Healthcare & Social Assistance (20,060 peers)
-13.8%
assets change YoY

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.

Catholic Charities Hawai'i Retirement Savings Plan's outsized position by total assets

Catholic Charities Hawai'i Retirement Savings Plan vs every filed plan by assets

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

$14,954,721 Top 28% higher than 72% 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

Catholic Charities Hawai'i Retirement Savings 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. Catholic Charities Hawai'i Retirement Savings Plan sits mid-pack in the medium band (306 participants).

Published 5500 schedule card

Filing strip 990073547 · Catholic Charities Hawai'i PY 2022 · 401(k)

Catholic Charities Hawai'i Retirement Savings Plan · $15M · 306 · 72nd

  • BOY $15M
  • SCH 306
  • EBSA 72nd
  • PART 401(k)
  • TYPE near Applied Engineering Solutions, Inc. 401(k) Plan
  • NET ind #15441

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 →

Catholic Charities Hawai'i Retirement Savings Plan in the asset neighbourhood

Interstate Truck Center, LLC 401(k) Profit Sharing PlanInterstate Truck Center, LLC…$15MLawn Medical Center, S.C. Employees' Retirement Plan and TrustLawn Medical Center, S.C. Em…$15MWestern Distributing Company Employees' Profit Sharing Plan & TrustWestern Distributing Company…$15MCatholic Charities Hawai'i Retirement Savings PlanCatholic Charities Hawai'i R…$15MApplied Engineering Solutions, Inc. 401(k) PlanApplied Engineering Solution…$15M
End-of-year total assets ($M) among Catholic Charities Hawai'i Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Catholic Charities Hawai'i multi-year asset trail

Sponsor-wide plan assets over time

All Catholic Charities Hawai'i plans reported in each filing year

Latest sponsor-wide plan assets
$21M 42.711783121865% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $21.3M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 306 $15M
2023 1 301 $18M
2024 1 319 $21M

Catholic Charities Hawai'i filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN990073547
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Catholic Charities Hawai'i Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Catholic Charities Hawai'i Retirement Savings Plan, Total assets ($B): 0.014954721 · Participants: 306Catholic Charities Hawai'i 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) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.456197903 · Participants: 2997Kamehameha Schools 401(k) Retirement Savings Plan
Catholic Charities Hawai'i Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Catholic Charities Hawai'i Retirement Savings Plan side-by-side with 3 peers →

Catholic Charities Hawai'i Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Applied Engineering Solutions, Inc. 401(k) Plan in SC ($15M); by covered participants it is Anderson Dahlen, Inc. 401(k) & Profit Sharing Plan in MN (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Catholic Charities Hawai'i Retirement Savings Plan assets move in 2022? ▼
Catholic Charities Hawai'i Retirement Savings Plan pulled back noticeably - down 13.8% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Catholic Charities Hawai'i plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities Hawai'i's sponsor-wide assets grew 42.7%, from $15M to $21M.
Which 401(k) plans are similar in size to Catholic Charities Hawai'i Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Applied Engineering Solutions, Inc. 401(k) Plan in SC ($15M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Charities Hawai'i Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Dahlen, Inc. 401(k) & Profit Sharing Plan in MN (306 participants, N/A 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 990073547.

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.