401(k) · DOL Form 5500 · 2023
Pacific Whale Foundation 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $20,716
- Avg per participant Low balance/head
Official DOL plan name: Pacific Whale Foundation 401(k) Plan · Sponsored by Pacific Whale Foundation · Hawaii · Educational Services
$2M in assets, 80 participants
Pacific Whale Foundation's Pacific Whale Foundation 401(k) Plan reported $2M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #677 in Educational Services (3,735 peers)
2023 asset change
Pacific Whale Foundation 401(k) Plan grew sharply 28.8% in 2023 ($1M → $2M) for 80 participants.
- #677
- in Educational Services (3,735 peers)
- +28.8%
- assets growth YoY
Pacific Whale Foundation 401(k) Plan among the smaller filed plans by assets
Pacific Whale Foundation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,657,296 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pacific Whale Foundation 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific Whale Foundation 401(k) Plan is a small filing (80 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 990207417 · Pacific Whale Foundation PY 2023 · 401(k)
Pacific Whale Foundation 401(k) Plan · $2M · 80 · 28th
- NET $2M
- BOOK 80
- VS-ST 28th
- BOY 401(k)
- SCH near Rce, International 401(k) Plan
- EBSA ind #677
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 →
Pacific Whale Foundation 401(k) Plan in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $371K |
| Employer EIN | 990207417 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.6B · 8,612
- Bank of Hawaii Retirement Savings Plan $759M · 2,094
- Hawaiian Electric Industries Retirement Savings Plan $685M · 2,679
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $582M · 1,021
- Kamehameha Schools 401(k) Retirement Savings Plan $558M · 2,460
Pacific Whale Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Rce, International 401(k) Plan in IL ($2M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Rce, International 401(k) Plan (IL) $2M · 265
- Matt White 401(k) Retirement Plan (AR) $2M · 6
- Tranco Logistics, LLC 401(k) Plan (TN) $2M · 252
- 4refuel 401(k) Retirement Plan (TX) $2M · 68
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.