Other · DOL Form 5500 · 2022
Hale Kipa Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $38,427
- Avg per participant Low balance/head
Official DOL plan name: Hale Kipa Inc. 403b Plan · Sponsored by Hale Kipa Inc. · Hawaii · Healthcare & Social Assistance
$5M in assets, 120 participants
Hale Kipa Inc.'s Hale Kipa Inc. 403b Plan reported $5M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #10,896 in Healthcare & Social Assistance (20,060 peers)
Coverage in Hawaii
Hale Kipa Inc. 403b Plan covers 120 participants in Hawaii, about 32% of the average Hawaii filer (state average ~380 per filing). Assets: $5M.
- #10,896
- in Healthcare & Social Assistance (20,060 peers)
- +14.4%
- assets growth YoY
Hale Kipa Inc. 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Hale Kipa Inc. 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,611,277 49th percentile higher than 49% 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
Hale Kipa Inc. 403b 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 Kipa Inc. 403b Plan sits mid-pack in the medium band (120 participants).
Published 5500 schedule card
Filing strip 237061499 · Hale Kipa Inc. PY 2022 · Other
Hale Kipa Inc. 403b Plan · $5M · 120 · 49th
- EIN $5M
- RANK 120
- PHOTO 49th
- IND Other
- EOY near Lsa 403b Retirement Plan
- 5500 ind #10896
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 Kipa Inc. 403b Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $580K |
| Employer EIN | 237061499 |
| Plan Effective Date | 2010-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hale Kipa Inc.)
Sponsor-wide plan assets over time
All Hale Kipa Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 11.898309296969147% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $5M |
| 2023 | 1 | 117 | $5M |
| 2024 | 1 | 106 | $5M |
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
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $132M · 900
- The Queen's Health Systems Retirement Plus Plan $103M · 642
Hale Kipa Inc. 403b Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Lsa 403b Retirement Plan in CA ($5M); by covered participants it is Powertrain Rockford Inc in IL (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Powertrain Rockford Inc (IL) 120 · 0 off
- Life & Ad&d (NE) 120 · 0 off
- Marin Academy Defined Contribution Retirement Plan (CA) 120 · 0 off
- Guideposts Retirement Savings Plan (CT) 120 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.