401(k) · DOL Form 5500 · 2022

Hale Makua Health Services 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
441
Participants Below avg headcount
70th
Percentile by assets National rank
$29,930
Avg per participant Low balance/head
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Official DOL plan name: Hale Makua Health Services 401(k) Plan · Sponsored by Hale Makua Health Services · Hawaii · Healthcare & Social Assistance

$13M in assets, 441 participants

Hale Makua Health Services's Hale Makua Health Services 401(k) Plan reported $13M in total assets and 441 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,065 in Healthcare & Social Assistance (20,060 peers)

Hale Makua Health Services multi-year trail

Hale Makua Health Services's plans moved -44.5% in assets from 2022 to 2024; this filing shows Hale Makua Health Services 401(k) Plan at $13M / 441 participants.

#15,065
in Healthcare & Social Assistance (20,060 peers)
-13.6%
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.

Hale Makua Health Services 401(k) Plan's outsized position by total assets

Hale Makua Health Services 401(k) Plan vs every filed plan by assets

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

$13,198,979 Top 30% higher than 70% 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

Hale Makua Health Services 401(k) 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. Hale Makua Health Services 401(k) Plan sits mid-pack in the medium band (441 participants).

Plan-year Form 5500 strip

Filing strip 990080460 · Hale Makua Health Services PY 2022 · 401(k)

Hale Makua Health Services 401(k) Plan · $13M · 441 · 70th

  • EBSA $13M
  • EBSA 441
  • EBSA 70th
  • EBSA 401(k)
  • EBSA near Dallas Theological Seminary Retirement Savings Plan
  • EBSA ind #15065

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 →

Hale Makua Health Services 401(k) Plan in the asset neighbourhood

Hale Makua Health Services 401(k) PlanHale Makua Health Services 4…$13MDallas Theological Seminary Retirement Savings PlanDallas Theological Seminary …$13MAylstock, Witkin, Kreis, & Overholtz, PLC 401(k) Profit Sharing PlanAylstock, Witkin, Kreis, & O…$13MSinclair Communications, Inc. 401(k) Profit Sharing PlanSinclair Communications, Inc…$13MLda Management Company, Inc. 401(k) PlanLda Management Company, Inc.…$13M
End-of-year total assets ($M) among Hale Makua Health Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hale Makua Health Services multi-year asset trail

Sponsor-wide plan assets over time

All Hale Makua Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$17M 44.48478321156164% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $31.2M $17.3M ▼ -44.5%
Year Plans Participants Total Assets
2022 3 651 $31M
2023 3 587 $36M
2024 2 574 $17M

Hale Makua Health Services filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN990080460
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

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

Hale Makua Health Services 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Hale Makua Health Services 401(k) Plan, Total assets ($B): 0.013198979 · Participants: 441Hale Makua Health Services 401(k) 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
Hale Makua Health Services 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Hale Makua Health Services 401(k) Plan side-by-side with 3 peers →

Hale Makua Health Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Dallas Theological Seminary Retirement Savings Plan in TX ($13M); by covered participants it is Certified Laboratories LLC 401(k) Profit Sharing Plan in NY (441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (441 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 Hale Makua Health Services 401(k) Plan assets move in 2022? ▼
Hale Makua Health Services 401(k) Plan pulled back noticeably - down 13.6% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Hale Makua Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hale Makua Health Services's sponsor-wide assets declined 44.5%, from $31M to $17M.
Which 401(k) plans are similar in size to Hale Makua Health Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dallas Theological Seminary Retirement Savings Plan in TX ($13M, 378 participants).
Which 401(k) plans cover a similar participant headcount to Hale Makua Health Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Certified Laboratories LLC 401(k) Profit Sharing Plan in NY (441 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 990080460.

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.