401(k) · DOL Form 5500 · 2023

University of Hawaii Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
65
Participants Small participant base
61st
Percentile by assets National rank
$175,220
Avg per participant Above avg balance/head
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Official DOL plan name: University of Hawaii Federal Credit Union 401(k) Plan and Trust · Sponsored by University of Hawaii Federal Credit Union · Hawaii · Finance & Insurance

$11M in assets, 65 participants

University of Hawaii Federal Credit Union's University of Hawaii Federal Credit Union 401(k) Plan and Trust reported $11M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,091 in Finance & Insurance (8,869 peers)

University of Hawaii Federal Credit Union multi-year trail

University of Hawaii Federal Credit Union's plans moved +56.0% in assets from 2022 to 2024; this filing shows University of Hawaii Federal Credit Union 401(k) Plan and Trust at $11M / 65 participants.

#4,091
in Finance & Insurance (8,869 peers)
+28.1%
assets growth YoY

University of Hawaii Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

University of Hawaii Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,389,271 Top 39% higher than 61% of 127,068 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 2023

University of Hawaii Federal Credit Union 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Hawaii Federal Credit Union 401(k) Plan and Trust is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Hawaii Federal Credit Union 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • University of Hawaii Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • University of Hawaii Federal Credit Union 401(k) Plan and Trust reported participants rose from 60 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990087313 · University of Hawaii Federal Credit Union PY 2023 · 401(k)

University of Hawaii Federal Credit Union 401(k) Plan and Trust · $11M · 65 · 61st

  • TYPE $11M
  • NET 65
  • BOOK 61st
  • VS-ST 401(k)
  • BOY near Village Square 401(k) Plan
  • SCH ind #4091

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 Finance & Insurance retirement plans → · Plans in Hawaii →

University of Hawaii Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

University of Hawaii Federal Credit Union 401(k) Plan and TrustUniversity of Hawaii Federal…$11MVillage Square 401(k) Plan$11MCallaway Security Banks, Inc. 401(k) and Employee Stock Ownership PlanCallaway Security Banks, Inc…$11MEffectual 401(k) Plan$11MHealthfirst Bluegrass Inc 401(k) Profit Sharing Plan & TrustHealthfirst Bluegrass Inc 40…$11M
End-of-year total assets ($M) among University of Hawaii Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

University of Hawaii Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All University of Hawaii Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 55.95935681212393% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.89M $13.9M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 60 $9M
2023 1 65 $11M
2024 1 73 $14M

University of Hawaii Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN990087313
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

Peer 401(k) plans, same state, same plan type, ranked by total assets.

University of Hawaii Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants University of Hawaii Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.011389271 · Participants: 65University of Hawaii Federal Credit Union 401(k) Plan and TrustThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
University of Hawaii Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare University of Hawaii Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

University of Hawaii Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Village Square 401(k) Plan in PA ($11M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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.

Frequently Asked Questions

How did University of Hawaii Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
University of Hawaii Federal Credit Union 401(k) Plan and Trust grew sharply - up 28.1% during 2023, from $9M to $11M. Reported net income was $3M.
How have University of Hawaii Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Hawaii Federal Credit Union's sponsor-wide assets grew 56.0%, from $9M to $14M.
Which 401(k) plans are similar in size to University of Hawaii Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Village Square 401(k) Plan in PA ($11M, 223 participants).
Which 401(k) plans cover a similar participant headcount to University of Hawaii Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990087313.

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.