401(k)
2023 plan-year 401(k) DOL Form 5500

KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002)

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KALIHI-PALAMA HEALTH CENTER

This 401(k) plan holds $11M in total assets and serves 205 participants as of 2023. It is sponsored by KALIHI-PALAMA HEALTH CENTER in Hawaii. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$11M
Participants
205
State
Industry
Healthcare & Social Assistance

What the Filing Says About KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002)

KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) is a 401(k) retirement plan sponsored by KALIHI-PALAMA HEALTH CENTER, headquartered in Hawaii. As of the 2023 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 205 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 990161221, and the plan has been effective since 2014-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2023 to $11M at year-end — a gain of 25.1%. Net assets (after liabilities) closed the year at $11M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$2M
Plan Type401(k)
Employer EIN990161221
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KALIHI-PALAMA HEALTH CENTER)

Year Plans Participants Total Assets
2022 1 208 $9M
2023 1 205 $11M
2024 1 203 $13M

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Frequently Asked Questions

How much money is in the KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002)?
As of the 2023 Form 5500 filing, KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) holds $11M in total assets with 205 participants. It is sponsored by KALIHI-PALAMA HEALTH CENTER.
What type of plan is KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002)?
KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) is a 401(k) plan. It has been effective since 2014-07-01. The plan is filed with the U.S. Department of Labor under EIN 990161221.
Who sponsors the KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002)?
KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) is sponsored by KALIHI-PALAMA HEALTH CENTER, located in Hawaii. The sponsor's EIN is 990161221 and the plan operates in the Healthcare & Social Assistance industry.
How did KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) perform in 2023?
KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) grew by 25.1% during 2023, moving from $9M to $11M in total assets. Net income was $2M.
Where can I find official filings for KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002)?
Official Form 5500 filings for KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 990161221 or plan name at efast.dol.gov.
How does KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) compare to other plans?
You can compare KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) against other 401(k) plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 990161221.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.