401(k) · DOL Form 5500 · 2023
Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools 401(k) Plan
Data updated 2026-08-25
- $558M
- Total assets Above avg plan size
- 2,460
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $226,751
- Avg per participant Above avg balance/head
Official DOL plan name: Kamehameha Schools 401(k) Retirement Savings Plan · Sponsored by Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools · Hawaii · Educational Services
$558M in assets, 2,460 participants
Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools's Kamehameha Schools 401(k) Retirement Savings Plan reported $558M in total assets and 2,460 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,612 in Educational Services (3,735 peers)
Coverage in Hawaii
Kamehameha Schools 401(k) Retirement Savings Plan covers 2,460 participants in Hawaii, 6.5x the typical Hawaii plan (state average ~380 per filing). Assets: $558M.
- #3,612
- in Educational Services (3,735 peers)
- +22.3%
- assets growth YoY
- 5.6×
- vs typical plan assets (national mean)
Kamehameha Schools 401(k) Retirement Savings Plan's outsized position by total assets
Kamehameha Schools 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$557,808,033 Top 2% higher than 98% 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
Kamehameha Schools 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kamehameha Schools 401(k) Retirement Savings Plan lands in the large band (2,460 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kamehameha Schools 401(k) Retirement Savings Plan reported net income rose from -$76M in the plan year 2022 filing to $102M in the plan year 2023 filing.
- Kamehameha Schools 401(k) Retirement Savings Plan end-of-year assets rose from $456M in the plan year 2022 filing to $558M in the plan year 2023 filing.
- Kamehameha Schools 401(k) Retirement Savings Plan reported participants fell from 2,997 in the plan year 2022 filing to 2,460 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 990073480 · Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools PY 2023 · 401(k)
Kamehameha Schools 401(k) Retirement Savings Plan · $558M · 2,460 · 98th
- NET $558M
- NET 2,460
- NET 98th
- NET 401(k)
- NET near 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC
- NET ind #3612
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 →
Kamehameha Schools 401(k) Retirement Savings Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $456M |
|---|---|
| Net Assets (End of Year) | $558M |
| Net Income | $102M |
| Employer EIN | 990073480 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools)
Sponsor-wide plan assets over time
All Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools plans reported in each filing year
- Latest sponsor-wide plan assets
- $952M 23.00111995641892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,573 | $774M |
| 2023 | 3 | 3,921 | $867M |
| 2024 | 3 | 3,891 | $952M |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.6B · 8,612
- Bank of Hawaii Retirement Savings Plan $759M · 2,094
- Hawaiian Electric Industries Retirement Savings Plan $685M · 2,679
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $582M · 1,021
- Hawaiian Airlines, Inc. 401(k) Savings Plan $467M · 4,009
Kamehameha Schools 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC in MA ($558M); by covered participants it is Liberty Utilities National 401(k) Plan in AZ (2,460 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($558M here).
- 401(k) Savings and Retirement Plan, Sponsored by Natixis Investment Managers, LLC (MA) $558M · 998
- Veradigm LLC. Retirement Savings Plan (NC) $558M · 1,717
- Marcum LLP 401(k) Plan (NY) $558M · 3,578
- Naes Corporation Retirement & 401(k) Plan (WA) $558M · 1,799
Similar participant headcount
Nearest other-state filings by covered participants (2,460 participants); asset peers above are excluded.
- Liberty Utilities National 401(k) Plan (AZ) 2,460 · 0 off
- Dewberry 401(k)/Profit-Sharing Plan (VA) 2,460 · 0 off
- The Alamo Group (USA) Inc. 401(k) Retirement and Savings Plan (TX) 2,459 · 1 off
- Chanel, Inc. Savings & Investment Plan (NY) 2,459 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.