401(k) · DOL Form 5500 · 2023

Lili'uokalani Trust 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
166
Participants Small participant base
73rd
Percentile by assets National rank
$120,123
Avg per participant Near avg balance/head
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Official DOL plan name: Lili'uokalani Trust 401(k) Plan · Sponsored by Lili'uokalani Trust · Hawaii · Healthcare & Social Assistance

$20M in assets, 166 participants

Lili'uokalani Trust's Lili'uokalani Trust 401(k) Plan reported $20M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,611 in Healthcare & Social Assistance (17,684 peers)

Coverage in Hawaii

Lili'uokalani Trust 401(k) Plan covers 166 participants in Hawaii, about 44% of the average Hawaii filer (state average ~380 per filing). Assets: $20M.

#13,611
in Healthcare & Social Assistance (17,684 peers)
+18.2%
assets growth YoY

Lili'uokalani Trust 401(k) Plan's outsized position by total assets

Lili'uokalani Trust 401(k) Plan vs every filed plan by assets

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

$19,940,389 Top 27% higher than 73% 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

Lili'uokalani Trust 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. Lili'uokalani Trust 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lili'uokalani Trust 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lili'uokalani Trust 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Lili'uokalani Trust 401(k) Plan reported participants rose from 160 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990078890 · Lili'uokalani Trust PY 2023 · 401(k)

Lili'uokalani Trust 401(k) Plan · $20M · 166 · 73rd

  • TYPE $20M
  • TYPE 166
  • TYPE 73rd
  • TYPE 401(k)
  • TYPE near Truno Retail Technology Solutions 401(k) Plan
  • TYPE ind #13611

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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →

Lili'uokalani Trust 401(k) Plan in the asset neighbourhood

Lili'uokalani Trust 401(k) PlanLili'uokalani Trust 401(k) P…$20MTruno Retail Technology Solutions 401(k) PlanTruno Retail Technology Solu…$20MArora Engineers, LLC 401(k) PlanArora Engineers, LLC 401(k) …$20MCalico Cottage, Inc. Profit Sharing 401(k) PlanCalico Cottage, Inc. Profit …$20MMazuma Credit Union 401(k) Success Sharing PlanMazuma Credit Union 401(k) S…$20M
End-of-year total assets ($M) among Lili'uokalani Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN990078890
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lili'uokalani Trust)

Sponsor-wide plan assets over time

All Lili'uokalani Trust plans reported in each filing year

Latest sponsor-wide plan assets
$21M 25.20279989994766% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.9M $21.1M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 160 $17M
2023 1 166 $20M
2024 1 181 $21M

Nearby 401(k) Plans in Hawaii

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

Lili'uokalani Trust 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 ($B) Participants Lili'uokalani Trust 401(k) Plan, Total assets ($B): 0.019940389 · Participants: 166Lili'uokalani Trust 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
Lili'uokalani Trust 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Lili'uokalani Trust 401(k) Plan side-by-side with 3 peers →

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

Outside Hawaii, the nearest 401(k) by assets is Truno Retail Technology Solutions 401(k) Plan in TX ($20M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Lili'uokalani Trust 401(k) Plan assets move in 2023? ▼
Lili'uokalani Trust 401(k) Plan grew sharply - up 18.2% during 2023, from $17M to $20M. Reported net income was $3M.
How have Lili'uokalani Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lili'uokalani Trust's sponsor-wide assets grew 25.2%, from $17M to $21M.
Which 401(k) plans are similar in size to Lili'uokalani Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Truno Retail Technology Solutions 401(k) Plan in TX ($20M, 442 participants).
Which 401(k) plans cover a similar participant headcount to Lili'uokalani Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 990078890.

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.