Other · DOL Form 5500 · 2023

University of Hawaii Foundation Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
89
Participants Small participant base
81st
Percentile by assets National rank
$371,704
Avg per participant High balance/head
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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.

  • #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.

#2,474
in Educational Services (3,735 peers)
+16.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

University of Hawaii Foundation 403(b) Plan's outsized position 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 $2,050,000,000 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 Foundation 403(b) 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. University of Hawaii Foundation 403(b) Plan is a small filing (89 participants) on this national headcount ladder.

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 →

Published 5500 schedule card

Filing strip 990085260 · University of Hawaii Foundation PY 2023 · Other

University of Hawaii Foundation 403(b) Plan · $33M · 89 · 81st

  • EOY $33M
  • 5500 89
  • ASSETS 81st
  • PCT Other
  • EIN near San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan
  • RANK ind #2474

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 →

University of Hawaii Foundation 403(b) Plan in the asset neighbourhood

Mount Vernon Ladies' Association of the Union 403(b) PlanMount Vernon Ladies' Associa…$33MBoston Higashi School Retirement Savings PlanBoston Higashi School Retire…$33MUniversity of Hawaii Foundation 403(b) PlanUniversity of Hawaii Foundat…$33MSan Gorgonio Memorial Hospital Tax Sheltered Annuity PlanSan Gorgonio Memorial Hospit…$33MNicholas H. Noyes Tax Sheltered Savings PlanNicholas H. Noyes Tax Shelte…$33M
End-of-year total assets ($M) among University of Hawaii Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All University of Hawaii Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$35M 23.11996118633192% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.3M $34.9M ▲ +23.1%
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 ($B) Participants University of Hawaii Foundation 403(b) Plan, Total assets ($B): 0.033081622 · Participants: 89University of Hawaii Foundation 403(b) PlanHawai'i Pacific Health 403(b) Savings Plan, Total assets ($B): 1.347504158 · Participants: 7137Hawai'i Pacific Health 403(b) Savings PlanPunahou School Defined Contribution Retirement Plan, Total assets ($B): 0.29858221 · Participants: 932Punahou School Defined Contribution Retirement PlanIolani School Defined Contribution Retirement Plan, Total assets ($B): 0.184908375 · Participants: 494Iolani School Defined Contribution Retirement PlanKuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan, Total assets ($B): 0.149104627 · Participants: 871Kuakini Health System 403(b) Matching Tax-Sheltered Annuity PlanThe Queen's Health Systems Retirement Plus Plan, Total assets ($B): 0.112061628 · Participants: 587The Queen's Health Systems Retirement Plus Plan
University of Hawaii Foundation 403(b) Plan vs. nearby Other plans in Hawaii, assets vs. participants
Compare University of Hawaii Foundation 403(b) Plan side-by-side with 3 peers →

University of Hawaii Foundation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Hawaii, the nearest Other by assets is San Gorgonio Memorial Hospital Tax Sheltered Annuity Plan in CA ($33M); by covered participants it is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 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).
Which Other plans cover a similar participant headcount to University of Hawaii Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants, $5M 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 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.