Other · DOL Form 5500 · 2022
Kuakini Health System Retirement Plan
Data updated 2026-08-25
- $132M
- Total assets Near avg plan size
- 900
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $146,183
- Avg per participant Above avg balance/head
Official DOL plan name: Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan · Sponsored by Kuakini Health System · Hawaii · Healthcare & Social Assistance
$132M in assets, 900 participants
Kuakini Health System's Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan reported $132M in total assets and 900 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #19,041 in Healthcare & Social Assistance (20,060 peers)
Coverage in Hawaii
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan covers 900 participants in Hawaii, 2.4x the typical Hawaii plan (state average ~380 per filing). Assets: $132M.
- #19,041
- in Healthcare & Social Assistance (20,060 peers)
- -15.2%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan's outsized position by total assets
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$131,564,485 Top 6% higher than 94% 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
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity 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 403(b) Matching Tax-Sheltered Annuity Plan sits mid-pack in the medium band (900 participants).
DOL schedule card
Filing strip 990225140 · Kuakini Health System PY 2022 · Other
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan · $132M · 900 · 94th
- NET $132M
- NET 900
- NET 94th
- NET Other
- NET near The Navigators Basic Retirement Plan
- NET ind #19041
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 403(b) Matching Tax-Sheltered Annuity Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $155M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | -$23M |
| Employer EIN | 990225140 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,249 | $232M |
| 2023 | 2 | 1,187 | $218M |
| 2024 | 2 | 1,159 | $233M |
Nearby Other Plans in Hawaii
Peer Other plans, same state, same plan type, ranked by total assets.
- Hawai'i Pacific Health 403(b) Savings Plan $1.1B · 7,026
- Punahou School Defined Contribution Retirement Plan $269M · 934
- Iolani School Defined Contribution Retirement Plan $169M · 458
- The Queen's Health Systems Retirement Plus Plan $103M · 642
- Mid-Pacific Institute 403(b) Retirement Plan $80M · 218
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is The Navigators Basic Retirement Plan in CO ($131M); by covered participants it is Everyage 403(b) Retirement Plan in NC (900 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($132M here).
- The Navigators Basic Retirement Plan (CO) $131M · 1,417
- Retirement Plan for Employees of Pikeville Medical Center, Inc. (KY) $131M · 2,921
- Suburban Hospital, Inc. 403(b) Savings Plan (MD) $131M · 1,877
- Vail Health Hospital Retirement Plan (CO) $131M · 1,463
Similar participant headcount
Nearest other-state filings by covered participants (900 participants); asset peers above are excluded.
- Everyage 403(b) Retirement Plan (NC) 900 · 0 off
- Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) (MI) 898 · 2 off
- University of Puget Sound Retirement Savings Plan (WA) 902 · 2 off
- The Maof 403(b) Plan (CA) 898 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.