Other · DOL Form 5500 · 2022

KOKUA Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
53
Participants Small participant base
30th
Percentile by assets National rank
$28,035
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Kokua · Sponsored by KOKUA · Washington · Healthcare & Social Assistance

$1M in assets, 53 participants

KOKUA's Employee Benefit Plan of Kokua reported $1M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,749 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Employee Benefit Plan of Kokua pulled back noticeably 13.6% in 2022 ($2M → $1M) for 53 participants.

#5,749
in Healthcare & Social Assistance (20,060 peers)
-13.6%
assets change YoY

The plan reported a net loss of $234K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefit Plan of Kokua among the smaller filed plans by assets

Employee Benefit Plan of Kokua vs every filed plan by assets

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

$1,485,843 30th percentile higher than 30% 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

Employee Benefit Plan of Kokua among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Kokua is a small filing (53 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 911792867 · KOKUA PY 2022 · Other

Employee Benefit Plan of Kokua · $1M · 53 · 30th

  • EBSA $1M
  • PART 53
  • TYPE 30th
  • NET Other
  • BOOK near Conference of Western Attorneys General 403b Plan
  • VS-ST ind #5749

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 Washington →

Employee Benefit Plan of Kokua in the asset neighbourhood

The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement PlanThe Eagles Nest Foundation, …$1MMarc Center 403(b)Retirement PlanMarc Center 403(b)Retirement…$1MEmployee Benefit Plan of KokuaEmployee Benefit Plan of Kok…$1MConference of Western Attorneys General 403b PlanConference of Western Attorn…$1MMaternity Care Coalition Matching 403(b) PlanMaternity Care Coalition Mat…$1M
End-of-year total assets ($M) among Employee Benefit Plan of Kokua and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

KOKUA years around the 2022 move

Sponsor-wide plan assets over time

All KOKUA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.537097122643509% vs 2022
2024 filing year
$1.45M$1.5M$1.55M$1.6M$1.65M 202220232024 $1.49M $1.58M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 53 $1M
2023 1 49 $2M
2024 1 32 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$234K
Employer EIN911792867
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Washington

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

Employee Benefit Plan of Kokua vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Employee Benefit Plan of Kokua, Total assets ($B): 0.001485843 · Participants: 53Employee Benefit Plan of KokuaFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.125230035 · Participants: 4435Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.818580491 · Participants: 14779Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.483693061 · Participants: 6863Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundVirginia Mason Medical Center 403(b) Plan, Total assets ($B): 0.457462659 · Participants: 5560Virginia Mason Medical Center 403(b) PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.434597438 · Participants: 3301Overlake Hospital Medical Center 403(b)Retirement Plan
Employee Benefit Plan of Kokua vs. nearby Other plans in Washington, assets vs. participants
Compare Employee Benefit Plan of Kokua side-by-side with 3 peers →

Employee Benefit Plan of Kokua's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Conference of Western Attorneys General 403b Plan in CA ($1M); by covered participants it is Employee Benefit Plan of Wright Air Service, Inc. in AK (53 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 Employee Benefit Plan of Kokua assets move in 2022? ▼
Employee Benefit Plan of Kokua pulled back noticeably - down 13.6% during 2022, from $2M to $1M. Reported net income was -$234K.
How have KOKUA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), KOKUA's sponsor-wide assets grew 6.5%, from $1M to $2M.
Which Other plans are similar in size to Employee Benefit Plan of Kokua? ▼
Among Other plans in other states, the closest by assets is Conference of Western Attorneys General 403b Plan in CA ($1M, N/A participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Kokua? ▼
Among Other plans in other states, the closest by covered participants is Employee Benefit Plan of Wright Air Service, Inc. in AK (53 participants, $12M 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 911792867.

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.