Other · DOL Form 5500 · 2022

Mental Health Kokua Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
155
Participants Small participant base
39th
Percentile by assets National rank
$17,786
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Mental Health Kokua Retirement Plan · Sponsored by Mental Health Kokua · Hawaii · Healthcare & Social Assistance

$3M in assets, 155 participants

Mental Health Kokua's Mental Health Kokua Retirement Plan reported $3M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,411 in Healthcare & Social Assistance (20,060 peers)

Coverage in Hawaii

Mental Health Kokua Retirement Plan covers 155 participants in Hawaii, about 41% of the average Hawaii filer (state average ~380 per filing). Assets: $3M.

#8,411
in Healthcare & Social Assistance (20,060 peers)
-9.3%
assets change YoY

The plan reported a net loss of $283K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mental Health Kokua Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mental Health Kokua Retirement Plan vs every filed plan by assets

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

$2,756,794 39th percentile higher than 39% 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

Mental Health Kokua 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. Mental Health Kokua Retirement Plan sits mid-pack in the medium band (155 participants).

Form 5500 schedule snapshot

Filing strip 990154505 · Mental Health Kokua PY 2022 · Other

Mental Health Kokua Retirement Plan · $3M · 155 · 39th

  • EOY $3M
  • 5500 155
  • ASSETS 39th
  • PCT Other
  • EIN near 403(b) Thrift Plan of East End Disability Associates, Inc.
  • RANK ind #8411

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 →

Mental Health Kokua Retirement Plan in the asset neighbourhood

Mental Health Kokua Retirement PlanMental Health Kokua Retireme…$3M403(b) Thrift Plan of East End Disability Associates, Inc.403(b) Thrift Plan of East E…$3MSection 403(b) Retirement Plan for Employees of Clayton Health SystemsSection 403(b) Retirement Pl…$3MLutheran Memorial Home 403(b) Retirement Savings PlanLutheran Memorial Home 403(b…$3MFairview 403(b) Plan$3M
End-of-year total assets ($M) among Mental Health Kokua Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$283K
Employer EIN990154505
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Hawaii

Peer Other plans, same state, same plan type, ranked by total assets.

Mental Health Kokua Retirement Plan vs. nearby Other plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Mental Health Kokua Retirement Plan, Total assets ($B): 0.002756794 · Participants: 155Mental Health Kokua Retirement PlanHawai'i Pacific Health 403(b) Savings Plan, Total assets ($B): 1.120111431 · Participants: 7026Hawai'i Pacific Health 403(b) Savings PlanPunahou School Defined Contribution Retirement Plan, Total assets ($B): 0.269374601 · Participants: 934Punahou School Defined Contribution Retirement PlanIolani School Defined Contribution Retirement Plan, Total assets ($B): 0.168744152 · Participants: 458Iolani School Defined Contribution Retirement PlanKuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan, Total assets ($B): 0.131564485 · Participants: 900Kuakini Health System 403(b) Matching Tax-Sheltered Annuity PlanThe Queen's Health Systems Retirement Plus Plan, Total assets ($B): 0.103420578 · Participants: 642The Queen's Health Systems Retirement Plus Plan
Mental Health Kokua Retirement Plan vs. nearby Other plans in Hawaii, assets vs. participants
Compare Mental Health Kokua Retirement Plan side-by-side with 3 peers →

Mental Health Kokua Retirement Plan's out-of-state Other peers by assets and headcount

Outside Hawaii, the nearest Other by assets is 403(b) Thrift Plan of East End Disability Associates, Inc. in NY ($3M); by covered participants it is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (155 participants). Same-state nearby plans are listed separately above.

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 Mental Health Kokua Retirement Plan assets move in 2022? ▼
Mental Health Kokua Retirement Plan pulled back noticeably - down 9.3% during 2022, from $3M to $3M. Reported net income was -$283K.
Which Other plans are similar in size to Mental Health Kokua Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of East End Disability Associates, Inc. in NY ($3M, 763 participants).
Which Other plans cover a similar participant headcount to Mental Health Kokua Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (155 participants, $6M 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 990154505.

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.