Other · DOL Form 5500 · 2023

University of Hawaii Foundation Retirement Plan

Data updated 2026-08-11

$33M
Total assets
89
Participants
81st
Percentile by assets
$371,704
Avg per participant
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Official DOL plan name: University of Hawaii Foundation 403(b) Plan · Sponsored by University of Hawaii Foundation · Hawaii · Educational Services

$33M in assets, 89 participants

University of Hawaii Foundation's University of Hawaii Foundation 403(b) Plan reported $33M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 127,072 plans)
  • #2,474 in Educational Services (3,735 peers)

Where University of Hawaii Foundation 403(b) Plan sits by assets

University of Hawaii Foundation 403(b) Plan sits in the top quartile of all filed plans by assets, $33M for 89 participants (~$371,704/participant), up 16.9% in 2023.

$33M
total plan assets (2023 EOY)
89
covered participants
81st
percentile by assets (of 127,072 plans)
$371,704
avg assets per participant

Where University of Hawaii Foundation 403(b) Plan sits by total assets

University of Hawaii Foundation 403(b) Plan vs every filed plan by assets

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

$33,081,622 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Hawaii Foundation 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • University of Hawaii Foundation 403(b) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • University of Hawaii Foundation 403(b) Plan reported participants fell from 99 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Hawaii
Industry
Educational Services

University of Hawaii Foundation 403(b) Plan vs the 2023 asset distribution

By assets, University of Hawaii Foundation 403(b) Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN990085260
Plan Effective Date1975-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Hawaii Foundation)

$26M$28M$30M$32M$34M$36M 202220232024 $28.3M $34.9M ▲ +23.1%
Total plan assets by year, all University of Hawaii Foundation plans on file
Year Plans Participants Total Assets
2022 1 99 $28M
2023 1 89 $33M
2024 1 105 $35M

Nearby Other Plans in Hawaii

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

University of Hawaii Foundation 403(b) Plan vs. nearby Other plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants University of Hawaii…, Total assets ($B): 0.033081622 · Participants: 89University of Hawaii…Hawai'i Pacific Heal…, Total assets ($B): 1.347504158 · Participants: 7137Hawai'i Pacific Heal…Punahou School Defin…, Total assets ($B): 0.29858221 · Participants: 932Punahou School Defin…Iolani School Define…, Total assets ($B): 0.184908375 · Participants: 494Iolani School Define…Kuakini Health Syste…, Total assets ($B): 0.149104627 · Participants: 871Kuakini Health Syste…The Queen's Health S…, Total assets ($B): 0.112061628 · Participants: 587The Queen's Health S…
University of Hawaii Foundation 403(b) Plan vs. nearby Other plans in Hawaii, assets vs. participants
Compare University of Hawaii Foundation 403(b) P… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of Hawaii Foundation 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did University of Hawaii Foundation 403(b) Plan assets move in 2023? ▼
University of Hawaii Foundation 403(b) Plan grew sharply - up 16.9% during 2023, from $28M to $33M. Reported net income was $5M.
How have University of Hawaii Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Hawaii Foundation's sponsor-wide assets grew 23.1%, from $28M to $35M.
Where does University of Hawaii Foundation 403(b) Plan rank by assets among Form 5500 filers? ▼
University of Hawaii Foundation 403(b) Plan ranks in the 81st 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 Other plans are similar in size to University of Hawaii Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan in CA ($33M, 597 participants).

Next read for University of Hawaii Foundation 403(b) P…

Scale reading

Ways to act on University of Hawaii Foundation 403(b) Plan's numbers.

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 990085260.

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.