Other · DOL Form 5500 · 2022

Hanalani Schools Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
111
Participants Small participant base
54th
Percentile by assets National rank
$53,745
Avg per participant Low balance/head
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Official DOL plan name: Hanalani Schools 403b Plan · Sponsored by Hanalani Schools · Hawaii · Educational Services

$6M in assets, 111 participants

Hanalani Schools's Hanalani Schools 403b Plan reported $6M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #1,547 in Educational Services (4,024 peers)

Coverage in Hawaii

Hanalani Schools 403b Plan covers 111 participants in Hawaii, about 29% of the average Hawaii filer (state average ~380 per filing). Assets: $6M.

#1,547
in Educational Services (4,024 peers)
+13.0%
assets growth YoY

Hanalani Schools 403b Plan's mid-pack asset rank among Educational Services and all filers

Hanalani Schools 403b Plan vs every filed plan by assets

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

$5,965,713 Top 46% higher than 54% 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

Hanalani Schools 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. Hanalani Schools 403b Plan sits mid-pack in the medium band (111 participants).

EBSA filing schedule strip

Filing strip 237334963 · Hanalani Schools PY 2022 · Other

Hanalani Schools 403b Plan · $6M · 111 · 54th

  • TYPE $6M
  • TYPE 111
  • TYPE 54th
  • TYPE Other
  • TYPE near The Heritage Community of Kalamazoo 403 (B) Plan
  • TYPE ind #1547

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 →

Hanalani Schools 403b Plan in the asset neighbourhood

Hanalani Schools 403b Plan$6MThe Heritage Community of Kalamazoo 403 (B) PlanThe Heritage Community of Ka…$6MHospice of Southern Maine Retirement Savings PlanHospice of Southern Maine Re…$6MClinica De Salud Del Valle De Salinas 403(b) PlanClinica De Salud Del Valle D…$6MSt. Andrews on the Marsh, Inc 403(b) DC PlanSt. Andrews on the Marsh, In…$6M
End-of-year total assets ($M) among Hanalani Schools 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$688K
Employer EIN237334963
Plan Effective Date2017-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hanalani Schools)

Sponsor-wide plan assets over time

All Hanalani Schools plans reported in each filing year

Latest sponsor-wide plan assets
$8M 29.780329694036574% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.97M $7.74M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 111 $6M
2023 1 119 $7M
2024 1 124 $8M

Nearby Other Plans in Hawaii

Peer Other plans, same state, same plan type, ranked by total assets.

Hanalani Schools 403b Plan vs. nearby Other plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Hanalani Schools 403b Plan, Total assets ($B): 0.005965713 · Participants: 111Hanalani Schools 403b PlanHawai'i Pacific Health 403(b) Savings Plan, Total assets ($B): 1.120111431 · Participants: 7026Hawai'i Pacific Health 403(b) Savings PlanPunahou School Defined Contribution Retirement Plan, Total assets ($B): 0.269374601 · Participants: 934Punahou School Defined Contribution Retirement PlanIolani School Defined Contribution Retirement Plan, Total assets ($B): 0.168744152 · Participants: 458Iolani School Defined Contribution Retirement PlanKuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan, Total assets ($B): 0.131564485 · Participants: 900Kuakini Health System 403(b) Matching Tax-Sheltered Annuity PlanThe Queen's Health Systems Retirement Plus Plan, Total assets ($B): 0.103420578 · Participants: 642The Queen's Health Systems Retirement Plus Plan
Hanalani Schools 403b Plan vs. nearby Other plans in Hawaii, assets vs. participants
Compare Hanalani Schools 403b Plan side-by-side with 3 peers →

Hanalani Schools 403b Plan's out-of-state Other peers by assets and headcount

Outside Hawaii, the nearest Other by assets is The Heritage Community of Kalamazoo 403 (B) Plan in MI ($6M); by covered participants it is Detroit Educational Television Foundation 403(b) Plan in MI (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Hanalani Schools 403b Plan assets move in 2022? ▼
Hanalani Schools 403b Plan grew at a solid clip - up 13.0% during 2022, from $5M to $6M. Reported net income was $688K.
How have Hanalani Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hanalani Schools's sponsor-wide assets grew 29.8%, from $6M to $8M.
Which Other plans are similar in size to Hanalani Schools 403b Plan? ▼
Among Other plans in other states, the closest by assets is The Heritage Community of Kalamazoo 403 (B) Plan in MI ($6M, 310 participants).
Which Other plans cover a similar participant headcount to Hanalani Schools 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Detroit Educational Television Foundation 403(b) Plan in MI (111 participants, $27M 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 237334963.

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.