Defined Benefit (Pension) · DOL Form 5500 · 2023
Kuakini Health System Pension Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 316
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $216,992
- Avg per participant Above avg balance/head
Official DOL plan name: Kuakini Health System Retirement Plan · Sponsored by Kuakini Health System · Hawaii · Healthcare & Social Assistance
$69M in assets, 316 participants
Kuakini Health System's Kuakini Health System Retirement Plan reported $69M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,944 in Healthcare & Social Assistance (17,684 peers)
Where Kuakini Health System Retirement Plan sits by assets
Kuakini Health System Retirement Plan sits in the top quartile of all filed plans by assets, $69M for 316 participants (~$216,992/participant), down 31.7% in 2023.
- #15,944
- in Healthcare & Social Assistance (17,684 peers)
- -31.7%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kuakini Health System Retirement Plan's outsized position by total assets
Kuakini Health System Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$68,569,344 Top 12% higher than 88% 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
Kuakini Health System 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. Kuakini Health System Retirement Plan sits mid-pack in the medium band (316 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kuakini Health System Retirement Plan end-of-year assets fell from $100M in the plan year 2022 filing to $69M in the plan year 2023 filing.
- Kuakini Health System Retirement Plan reported participants fell from 349 in the plan year 2022 filing to 316 in the plan year 2023 filing.
- Kuakini Health System Retirement Plan reported net income rose from -$33M in the plan year 2022 filing to -$32M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 990225140 · Kuakini Health System PY 2023 · Defined Benefit (Pension)
Kuakini Health System Retirement Plan · $69M · 316 · 88th
- PCT $69M
- PCT 316
- PCT 88th
- PCT Defined Benefit (Pension)
- PCT near Juan De La Cruz Farm Workers Pension Plan
- PCT ind #15944
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 →
Kuakini Health System Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$32M |
| Employer EIN | 990225140 |
| Plan Effective Date | 1960-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kuakini Health System)
Sponsor-wide plan assets over time
All Kuakini Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $233M 0.34147598264395695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,249 | $232M |
| 2023 | 2 | 1,187 | $218M |
| 2024 | 2 | 1,159 | $233M |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries $1.9B · 2,406
- Hotel Union and Hotel Industry of Hawaii Pension Plan $705M · 7,370
- Pamcah-Ua Local 675 Pension Plan $575M · 1,505
- The Queen's Health Systems Pension Plan $505M · 5,037
- Hawaii Pacific Health Retirement Plan $452M · 5,550
Kuakini Health System Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Juan De La Cruz Farm Workers Pension Plan in CA ($68M); by covered participants it is Ust LLC Retirement Income Plan for Hourly Employees in VA (316 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
- Juan De La Cruz Farm Workers Pension Plan (CA) $68M · 1,823
- Global Tungsten & Powders Corporation Pension Plan (PA) $68M · 225
- Roofers Local No. 9 Pension Plan (CT) $68M · 188
- Sheet Metal Workers Local 224 Pension Fund (MI) $69M · 270
Similar participant headcount
Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.
- Ust LLC Retirement Income Plan for Hourly Employees (VA) 316 · 0 off
- Texas Oncology P.a. Cash Balance Pension Plan (TX) 316 · 0 off
- Community Memorial Hospital Retirement Plan (WI) 316 · 0 off
- Reed Smith LLP Cash Balance Retirement Plan (PA) 316 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.