Defined Benefit (Pension) · DOL Form 5500 · 2022

Kamehameha Schools Pension Plan

Data updated 2026-08-25

$315M
Total assets Above avg plan size
1,152
Participants Near avg headcount
97th
Percentile by assets National rank
$273,050
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kamehameha Schools Retirement Plan · Sponsored by Kamehameha Schools · Hawaii · Educational Services

$315M in assets, 1,152 participants

Kamehameha Schools's Kamehameha Schools Retirement Plan reported $315M in total assets and 1,152 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,832 in Educational Services (4,024 peers)

Coverage in Hawaii

Kamehameha Schools Retirement Plan covers 1,152 participants in Hawaii, 3.0x the typical Hawaii plan (state average ~380 per filing). Assets: $315M.

#3,832
in Educational Services (4,024 peers)
-8.8%
assets change YoY
3.2×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kamehameha Schools Retirement Plan's outsized position by total assets

Kamehameha Schools Retirement Plan vs every filed plan by assets

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

$314,553,315 Top 3% higher than 97% 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

Kamehameha Schools Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kamehameha Schools Retirement Plan lands in the large band (1,152 participants).

EBSA filing schedule strip

Filing strip 990073480 · Kamehameha Schools PY 2022 · Defined Benefit (Pension)

Kamehameha Schools Retirement Plan · $315M · 1,152 · 97th

  • SCH $315M
  • EBSA 1,152
  • PART 97th
  • TYPE Defined Benefit (Pension)
  • NET near Local Union No. 124 I. B. E. W. Pension Trust Fund
  • BOOK ind #3832

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 Educational Services retirement plans → · Plans in Hawaii →

Kamehameha Schools Retirement Plan in the asset neighbourhood

Jeld-Wen, Inc. Restated Pension PlanJeld-Wen, Inc. Restated Pens…$315MPlumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension PlanPlumbers Pipe Fitters & Mech…$315MLocal Union No. 124 I. B. E. W. Pension Trust FundLocal Union No. 124 I. B. E.…$315MKamehameha Schools Retirement PlanKamehameha Schools Retiremen…$315MBremer Retirement Plan$314M
End-of-year total assets ($M) among Kamehameha Schools Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$345M
Net Assets (End of Year)$311M
Net Income-$22M
Employer EIN990073480
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kamehameha Schools)

Sponsor-wide plan assets over time

All Kamehameha Schools plans reported in each filing year

Latest sponsor-wide plan assets
$952M 23.00111995641892% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $774M $952M ▲ +23.0%
Year Plans Participants Total Assets
2022 3 4,573 $774M
2023 3 3,921 $867M
2024 3 3,891 $952M

Nearby Defined Benefit (Pension) Plans in Hawaii

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

Kamehameha Schools Retirement Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 02000400060008000 00.511.52 Total assets ($B) Participants Kamehameha Schools Retirement Plan, Total assets ($B): 0.314553315 · Participants: 1152Kamehameha Schools 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
Kamehameha Schools Retirement Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Kamehameha Schools Retirement Plan side-by-side with 3 peers →

Kamehameha Schools Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Local Union No. 124 I. B. E. W. Pension Trust Fund in MO ($315M); by covered participants it is Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust in IA (1,152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,152 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 Kamehameha Schools Retirement Plan assets move in 2022? ▼
Kamehameha Schools Retirement Plan pulled back noticeably - down 8.8% during 2022, from $345M to $315M. Reported net income was -$22M.
How have Kamehameha Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kamehameha Schools's sponsor-wide assets grew 23.0%, from $774M to $952M.
Where does Kamehameha Schools Retirement Plan rank by assets among Form 5500 filers? ▼
Kamehameha Schools Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Kamehameha Schools Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local Union No. 124 I. B. E. W. Pension Trust Fund in MO ($315M, 1,963 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kamehameha Schools Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust in IA (1,152 participants, $260M 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 990073480.

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.