Other · DOL Form 5500 · 2023
Hawaii Preparatory Academy Retirement Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 181
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $232,221
- Avg per participant Above avg balance/head
Official DOL plan name: Hawaii Preparatory Academy Defined Contribution Retirement Plan · Sponsored by Hawaii Preparatory Academy · Hawaii · Educational Services
$42M in assets, 181 participants
Hawaii Preparatory Academy's Hawaii Preparatory Academy Defined Contribution Retirement Plan reported $42M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #2,637 in Educational Services (3,735 peers)
Coverage in Hawaii
Hawaii Preparatory Academy Defined Contribution Retirement Plan covers 181 participants in Hawaii, about 48% of the average Hawaii filer (state average ~380 per filing). Assets: $42M.
- #2,637
- in Educational Services (3,735 peers)
- +7.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Hawaii Preparatory Academy Defined Contribution Retirement Plan's outsized position by total assets
Hawaii Preparatory Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,031,927 Top 16% higher than 84% 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
Hawaii Preparatory Academy 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. Hawaii Preparatory Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (181 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hawaii Preparatory Academy Defined Contribution Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Hawaii Preparatory Academy Defined Contribution Retirement Plan end-of-year assets rose from $39M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Hawaii Preparatory Academy Defined Contribution Retirement Plan reported participants rose from 175 in the plan year 2022 filing to 181 in the plan year 2023 filing.
DOL schedule card
Filing strip 990078306 · Hawaii Preparatory Academy PY 2023 · Other
Hawaii Preparatory Academy Defined Contribution Retirement Plan · $42M · 181 · 84th
- NET $42M
- BOOK 181
- VS-ST 84th
- BOY Other
- SCH near French American School of New York 403(b) DC Plan
- EBSA ind #2637
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 →
Hawaii Preparatory Academy Defined Contribution Retirement Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $3M |
| Employer EIN | 990078306 |
| Plan Effective Date | 1965-09-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaii Preparatory Academy)
Sponsor-wide plan assets over time
All Hawaii Preparatory Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 9.3602715241778% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 175 | $39M |
| 2023 | 1 | 181 | $42M |
| 2024 | 1 | 206 | $43M |
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
Hawaii Preparatory Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is French American School of New York 403(b) DC Plan in NY ($42M); by covered participants it is Miss Porter's School 403(b) Retirement Plan in CT (181 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- French American School of New York 403(b) DC Plan (NY) $42M · 150
- Virginia Garcia Memorial Health Center Tax Sheltered Annuity Plan (OR) $42M · 661
- Hektoen Institute for Medical Research L.L.C. Defined Contribution Retirement Plan (IL) $42M · 230
- St. Luke's Foundation, Inc. Retirement Plan (CT) $42M · 145
Similar participant headcount
Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.
- Miss Porter's School 403(b) Retirement Plan (CT) 181 · 0 off
- Calais Community Hospital Tax Sheltered Annuity Plan (ME) 181 · 0 off
- Mountain Family Health Centers 403b Plan (CO) 181 · 0 off
- Goldey-Beacom College 403(b) Plan (DE) 181 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.