401(k) · DOL Form 5500 · 2023

University Health Alliance 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
165
Participants Small participant base
78th
Percentile by assets National rank
$170,951
Avg per participant Above avg balance/head
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Official DOL plan name: Uha 401(k) Plan · Sponsored by University Health Alliance · Hawaii · Finance & Insurance

$28M in assets, 165 participants

University Health Alliance's Uha 401(k) Plan reported $28M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,930 in Finance & Insurance (8,869 peers)

Coverage in Hawaii

Uha 401(k) Plan covers 165 participants in Hawaii, about 43% of the average Hawaii filer (state average ~380 per filing). Assets: $28M.

#5,930
in Finance & Insurance (8,869 peers)
+22.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Uha 401(k) Plan's outsized position by total assets

Uha 401(k) Plan vs every filed plan by assets

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

$28,206,852 Top 22% higher than 78% 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

Uha 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uha 401(k) Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uha 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Uha 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Uha 401(k) Plan reported participants rose from 163 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 990263440 · University Health Alliance PY 2023 · 401(k)

Uha 401(k) Plan · $28M · 165 · 78th

  • EOY $28M
  • EOY 165
  • EOY 78th
  • EOY 401(k)
  • EOY near The Spiratex Company Retirement Plan
  • EOY ind #5930

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 →

Uha 401(k) Plan in the asset neighbourhood

Uha 401(k) Plan$28MThe Spiratex Company Retirement PlanThe Spiratex Company Retirem…$28MMatheson Trucking, Inc. 401(k) PlanMatheson Trucking, Inc. 401(…$28MCommunity Health of Central Washington 401(k) Profit Sharing PlanCommunity Health of Central …$28MTechnomics, Inc. 401(k) Profit Sharing PlanTechnomics, Inc. 401(k) Prof…$28M
End-of-year total assets ($M) among Uha 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN990263440
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Health Alliance)

Sponsor-wide plan assets over time

All University Health Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$33M 41.59951264427277% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23M $32.5M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 163 $23M
2023 1 165 $28M
2024 1 174 $33M

Nearby 401(k) Plans in Hawaii

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

Uha 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Uha 401(k) Plan, Total assets ($B): 0.028206852 · Participants: 165Uha 401(k) PlanThe 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
Uha 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Uha 401(k) Plan side-by-side with 3 peers →

Uha 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is The Spiratex Company Retirement Plan in MI ($28M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Uha 401(k) Plan assets move in 2023? ▼
Uha 401(k) Plan grew sharply - up 22.8% during 2023, from $23M to $28M. Reported net income was $5M.
How have University Health Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Health Alliance's sponsor-wide assets grew 41.6%, from $23M to $33M.
Where does Uha 401(k) Plan rank by assets among Form 5500 filers? ▼
Uha 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Uha 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Spiratex Company Retirement Plan in MI ($28M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Uha 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 990263440.

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.