Defined Benefit (Pension) · DOL Form 5500 · 2022

Kuakini Health System Pension Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
349
Participants Below avg headcount
93rd
Percentile by assets National rank
$287,765
Avg per participant High balance/head
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Official DOL plan name: Kuakini Health System Retirement Plan · Sponsored by Kuakini Health System · Hawaii · Healthcare & Social Assistance

$100M in assets, 349 participants

Kuakini Health System's Kuakini Health System Retirement Plan reported $100M in total assets and 349 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,809 in Healthcare & Social Assistance (20,060 peers)

Where Kuakini Health System Retirement Plan sits by assets

Kuakini Health System Retirement Plan sits in the top 10% of all filed plans by assets, $100M for 349 participants (~$287,765/participant), down 25.0% in 2022.

#18,809
in Healthcare & Social Assistance (20,060 peers)
-25.0%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kuakini Health System Retirement Plan's outsized position by total assets

Kuakini Health System Retirement Plan vs every filed plan by assets

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

$100,429,869 Top 7% higher than 93% 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

Kuakini Health System 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. Kuakini Health System Retirement Plan sits mid-pack in the medium band (349 participants).

Form 5500 schedule snapshot

Filing strip 990225140 · Kuakini Health System PY 2022 · Defined Benefit (Pension)

Kuakini Health System Retirement Plan · $100M · 349 · 93rd

  • NET $100M
  • NET 349
  • NET 93rd
  • NET Defined Benefit (Pension)
  • NET near Zoological Society of San Diego Restated Pension Plan for Union Employees
  • NET ind #18809

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 →

Kuakini Health System Retirement Plan in the asset neighbourhood

Precoat Pension Plan$101MMitsubishi Chemical America Pension Plan Methacrylates DivisionMitsubishi Chemical America …$101MKuakini Health System Retirement PlanKuakini Health System Retire…$100MZoological Society of San Diego Restated Pension Plan for Union EmployeesZoological Society of San Di…$100MLocal 522 Pension Fund$100M
End-of-year total assets ($M) among Kuakini Health System Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$100M
Net Income-$33M
Employer EIN990225140
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kuakini Health System)

Sponsor-wide plan assets over time

All Kuakini Health System plans reported in each filing year

Latest sponsor-wide plan assets
$233M 0.34147598264395695% vs 2022
2024 filing year
$215M$220M$225M$230M$235M 202220232024 $232M $233M ▲ +0.3%
Year Plans Participants Total Assets
2022 2 1,249 $232M
2023 2 1,187 $218M
2024 2 1,159 $233M

Nearby Defined Benefit (Pension) Plans in Hawaii

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kuakini Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.52 Total assets ($B) Participants Kuakini Health System Retirement Plan, Total assets ($B): 0.100429869 · Participants: 349Kuakini Health System Retirement PlanRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.736604888 · Participants: 2548Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.628200424 · Participants: 7370Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.516472393 · Participants: 1506Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.477529567 · Participants: 5260The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.407668583 · Participants: 5589Hawaii Pacific Health Retirement Plan
Kuakini Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Kuakini Health System Retirement Plan side-by-side with 3 peers →

Kuakini Health System Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Zoological Society of San Diego Restated Pension Plan for Union Employees in CA ($100M); by covered participants it is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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 Kuakini Health System Retirement Plan assets move in 2022? ▼
Kuakini Health System Retirement Plan declined sharply - down 25.0% during 2022, from $134M to $100M. Reported net income was -$33M.
How have Kuakini Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kuakini Health System's sponsor-wide assets grew 0.3%, from $232M to $233M.
Where does Kuakini Health System Retirement Plan rank by assets among Form 5500 filers? ▼
Kuakini Health System Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Kuakini Health System Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Zoological Society of San Diego Restated Pension Plan for Union Employees in CA ($100M, 1,165 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kuakini Health System Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY (349 participants, $34M 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 990225140.

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.