Other · DOL Form 5500 · 2023
Punahou School Retirement Plan
Data updated 2026-08-25
- $299M
- Total assets Near avg plan size
- 932
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $320,367
- Avg per participant High balance/head
Official DOL plan name: Punahou School Defined Contribution Retirement Plan · Sponsored by Punahou School · Hawaii · Educational Services
$299M in assets, 932 participants
Punahou School's Punahou School Defined Contribution Retirement Plan reported $299M in total assets and 932 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,507 in Educational Services (3,735 peers)
Coverage in Hawaii
Punahou School Defined Contribution Retirement Plan covers 932 participants in Hawaii, 2.5x the typical Hawaii plan (state average ~380 per filing). Assets: $299M.
- #3,507
- in Educational Services (3,735 peers)
- +10.8%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Punahou School Defined Contribution Retirement Plan's outsized position by total assets
Punahou School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$298,582,210 Top 4% higher than 96% 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
Punahou School 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. Punahou School Defined Contribution Retirement Plan sits mid-pack in the medium band (932 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Punahou School Defined Contribution Retirement Plan reported net income rose from -$35M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Punahou School Defined Contribution Retirement Plan end-of-year assets rose from $269M in the plan year 2022 filing to $299M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 990073523 · Punahou School PY 2023 · Other
Punahou School Defined Contribution Retirement Plan · $299M · 932 · 96th
- 5500 $299M
- ASSETS 932
- PCT 96th
- EIN Other
- RANK near Elon University Defined Contribution Plan
- PHOTO ind #3507
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 →
Punahou School Defined Contribution Retirement Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $269M |
|---|---|
| Net Assets (End of Year) | $299M |
| Net Income | $29M |
| Employer EIN | 990073523 |
| Plan Effective Date | 1957-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Punahou School)
Sponsor-wide plan assets over time
All Punahou School plans reported in each filing year
- Latest sponsor-wide plan assets
- $326M 21.099224570173934% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 934 | $269M |
| 2023 | 1 | 932 | $299M |
| 2024 | 1 | 1,542 | $326M |
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
- 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
- Mid-Pacific Institute 403(b) Retirement Plan $84M · 210
Punahou School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Elon University Defined Contribution Plan in NC ($298M); by covered participants it is Fairview Range Regional Health Services 403b Plan in MN (931 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($299M here).
- Elon University Defined Contribution Plan (NC) $298M · 1,521
- The Salk Institute Retirement Plan (CA) $299M · 876
- Champlain Valley Physicians Hospital 403(b) Retirement Savings Plan (NY) $297M · 2,145
- The Children's Hospital of Philadelphia Funded Retirement Savings Plan (PA) $300M · 15,845
Similar participant headcount
Nearest other-state filings by covered participants (932 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.