Defined Benefit (Pension) · DOL Form 5500 · 2022
Kamehameha Schools Pension Plan
Data updated 2026-08-11
- $315M
- Total assets
- 1,152
- Participants
- 97th
- Percentile by assets
- $273,050
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $315M
- total plan assets (2022 EOY)
- 1,152
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $273,050
- avg assets per participant
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.
Where Kamehameha Schools Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Hawaii filers
In Hawaii, the average filing covers about 380 participants across 517 plans. Kamehameha Schools Retirement Plan reports 1,152 participants - 3.0x that state average ($315M EOY assets).
Hawaii filing particulars
| Total Assets (Beginning of Year) | $345M |
|---|---|
| Net Assets (End of Year) | $311M |
| Net Income | -$22M |
| Employer EIN | 990073480 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kamehameha Schools)
| 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.
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries $1.7B · 2,548
- Hotel Union and Hotel Industry of Hawaii Pension Plan $628M · 7,370
- Pamcah-Ua Local 675 Pension Plan $516M · 1,506
- The Queen's Health Systems Pension Plan $478M · 5,260
- Hawaii Pacific Health Retirement Plan $408M · 5,589
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Kamehameha Schools Retirement Plan by total assets, not by location.
- Local Union No. 124 I. B. E. W. Pension Trust Fund (MO) $315M · 1,963
- Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan (OH) $315M · 1,486
- Jeld-Wen, Inc. Restated Pension Plan (NC) $315M · 981
- Bremer Retirement Plan (MN) $314M · 1,300
Frequently Asked Questions
How did Kamehameha Schools Retirement Plan assets move in 2022? ▼
How have Kamehameha Schools plan assets changed over time? ▼
Where does Kamehameha Schools Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Kamehameha Schools Retirement Plan? ▼
Next read for Kamehameha Schools Retirement Plan
Filing takeaways
Ways to act on Kamehameha Schools Retirement Plan's numbers.
- By total assets, Kamehameha Schools Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Hawaii. Compare plans
- Kamehameha Schools's sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Educational Services plans