Other · DOL Form 5500 · 2023
University Clinical, Education and Research Associates Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 395
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $87,886
- Avg per participant Below avg balance/head
Official DOL plan name: University Clinical, Education and Research Associates Defined Contribution Retirement Plan · Sponsored by University Clinical, Education and Research Associates · Hawaii · Educational Services
$35M in assets, 395 participants
University Clinical, Education and Research Associates's University Clinical, Education and Research Associates Defined Contribution Retirement Plan reported $35M in total assets and 395 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.
- #2,504 in Educational Services (3,735 peers)
Where University Clinical, Education and Research Associates Defined Contribution Retirement Plan sits by assets
University Clinical, Education and Research Associates Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 395 participants (~$87,886/participant), up 12.0% in 2023.
- #2,504
- in Educational Services (3,735 peers)
- +12.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
University Clinical, Education and Research Associates Defined Contribution Retirement Plan's outsized position by total assets
University Clinical, Education and Research Associates Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,715,040 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
University Clinical, Education and Research Associates Defined Contribution Retirement 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. University Clinical, Education and Research Associates Defined Contribution Retirement Plan sits mid-pack in the medium band (395 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University Clinical, Education and Research Associates Defined Contribution Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- University Clinical, Education and Research Associates Defined Contribution Retirement Plan reported participants rose from 236 in the plan year 2022 filing to 395 in the plan year 2023 filing.
- University Clinical, Education and Research Associates Defined Contribution Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 990307152 · University Clinical, Education and Research Associates PY 2023 · Other
University Clinical, Education and Research Associates Defined Contribution Retirement Plan · $35M · 395 · 81st
- PHOTO $35M
- IND 395
- EOY 81st
- 5500 Other
- ASSETS near American Water Works Association Defined Contribution Retirement Plan
- PCT ind #2504
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 Clinical, Education and Research Associates Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 990307152 |
| Plan Effective Date | 2004-03-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Clinical, Education and Research Associates)
Sponsor-wide plan assets over time
All University Clinical, Education and Research Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 17.430327289207497% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 236 | $31M |
| 2023 | 1 | 395 | $35M |
| 2024 | 1 | 307 | $36M |
Nearby Other Plans in Hawaii
Peer Other plans, same state, same plan type, ranked by total assets.
- Hawai'i Pacific Health 403(b) Savings Plan $1.3B · 7,137
- Punahou School Defined Contribution Retirement Plan $299M · 932
- Iolani School Defined Contribution Retirement Plan $185M · 494
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $149M · 871
- The Queen's Health Systems Retirement Plus Plan $112M · 587
University Clinical, Education and Research Associates Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is American Water Works Association Defined Contribution Retirement Plan in CO ($35M); by covered participants it is Montgomery Baptist Outreach Services Corporation 403b Plan in AL (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (395 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.