Other · DOL Form 5500 · 2023
Kuakini Health System Retirement Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 871
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $171,188
- Avg per participant Above avg balance/head
Official DOL plan name: Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan · Sponsored by Kuakini Health System · Hawaii · Healthcare & Social Assistance
$149M in assets, 871 participants
Kuakini Health System's Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan reported $149M in total assets and 871 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,681 in Healthcare & Social Assistance (17,684 peers)
Coverage in Hawaii
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan covers 871 participants in Hawaii, 2.3x the typical Hawaii plan (state average ~380 per filing). Assets: $149M.
- #16,681
- in Healthcare & Social Assistance (17,684 peers)
- +13.3%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan's outsized position by total assets
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$149,104,627 Top 7% higher than 93% 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 403(b) Matching Tax-Sheltered Annuity 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 403(b) Matching Tax-Sheltered Annuity Plan sits mid-pack in the medium band (871 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan reported net income rose from -$23M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan end-of-year assets rose from $132M in the plan year 2022 filing to $149M in the plan year 2023 filing.
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan reported participants fell from 900 in the plan year 2022 filing to 871 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 990225140 · Kuakini Health System PY 2023 · Other
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan · $149M · 871 · 93rd
- 5500 $149M
- 5500 871
- 5500 93rd
- 5500 Other
- 5500 near Elizabethtown College Defined Contribution Retirement Plan
- 5500 ind #16681
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 403(b) Matching Tax-Sheltered Annuity Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $18M |
| Employer EIN | 990225140 |
| Plan Effective Date | 1995-01-01 |
| 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 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
- Punahou School Defined Contribution Retirement Plan $299M · 932
- Iolani School Defined Contribution Retirement Plan $185M · 494
- The Queen's Health Systems Retirement Plus Plan $112M · 587
- Mid-Pacific Institute 403(b) Retirement Plan $84M · 210
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Elizabethtown College Defined Contribution Retirement Plan in PA ($149M); by covered participants it is Our Lady of the Lake University Defined Contribution Retirement Plan in TX (871 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Elizabethtown College Defined Contribution Retirement Plan (PA) $149M · 699
- Community Hospital Corporation Employees' 403(b) Plan (TX) $149M · 3,894
- Incentive Savings Plan for Employees of Meadville Medical Center (PA) $149M · 1,597
- Inova Health System 403(b) Plan (VA) $149M · 19,826
Similar participant headcount
Nearest other-state filings by covered participants (871 participants); asset peers above are excluded.
- Our Lady of the Lake University Defined Contribution Retirement Plan (TX) 871 · 0 off
- Vista Community Clinic Tax Deferred Annuity Plan (CA) 871 · 0 off
- Miami Jewish Health Systems Retirement Plan (FL) 873 · 2 off
- Acds 403(b) Plan (NY) 873 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.