Other · DOL Form 5500 · 2023

Kokua Kalihi Valley Comprehensive Family Services Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
302
Participants Below avg headcount
70th
Percentile by assets National rank
$56,562
Avg per participant Low balance/head
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Official DOL plan name: Kkv Retirement Plan · Sponsored by Kokua Kalihi Valley Comprehensive Family Services · Hawaii · Healthcare & Social Assistance

$17M in assets, 302 participants

Kokua Kalihi Valley Comprehensive Family Services's Kkv Retirement Plan reported $17M in total assets and 302 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,167 in Healthcare & Social Assistance (17,684 peers)

Kokua Kalihi Valley Comprehensive Family Services multi-year trail

Kokua Kalihi Valley Comprehensive Family Services's plans moved +36.3% in assets from 2022 to 2024; this filing shows Kkv Retirement Plan at $17M / 302 participants.

#13,167
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY

Kkv Retirement Plan's outsized position by total assets

Kkv Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,081,808 Top 30% higher than 70% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Kkv 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. Kkv Retirement Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kkv Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kkv Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Kkv Retirement Plan reported participants rose from 274 in the plan year 2022 filing to 302 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990149797 · Kokua Kalihi Valley Comprehensive Family Services PY 2023 · Other

Kkv Retirement Plan · $17M · 302 · 70th

  • VS-ST $17M
  • VS-ST 302
  • VS-ST 70th
  • VS-ST Other
  • VS-ST near Riverside Military Academy, Inc. Defined Contribution Retirement Plan
  • VS-ST ind #13167

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 →

Kkv Retirement Plan in the asset neighbourhood

Cornerstone Montgomery, Inc. 403(b) Retirement PlanCornerstone Montgomery, Inc.…$17MAgri-King, Inc. Employee Stock Ownership PlanAgri-King, Inc. Employee Sto…$17MKkv Retirement Plan$17MRiverside Military Academy, Inc. Defined Contribution Retirement PlanRiverside Military Academy, …$17MVna of Texas 403(b) Retirement PlanVna of Texas 403(b) Retireme…$17M
End-of-year total assets ($M) among Kkv Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kokua Kalihi Valley Comprehensive Family Services multi-year asset trail

Sponsor-wide plan assets over time

All Kokua Kalihi Valley Comprehensive Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$19M 36.280102340207435% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $19.1M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 274 $14M
2023 1 302 $17M
2024 1 281 $19M

Kokua Kalihi Valley Comprehensive Family Services filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN990149797
Plan Effective Date1992-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Hawaii

Peer Other plans, same state, same plan type, ranked by total assets.

Kkv Retirement Plan vs. nearby Other plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Kkv Retirement Plan, Total assets ($B): 0.017081808 · Participants: 302Kkv Retirement PlanHawai'i Pacific Health 403(b) Savings Plan, Total assets ($B): 1.347504158 · Participants: 7137Hawai'i Pacific Health 403(b) Savings PlanPunahou School Defined Contribution Retirement Plan, Total assets ($B): 0.29858221 · Participants: 932Punahou School Defined Contribution Retirement PlanIolani School Defined Contribution Retirement Plan, Total assets ($B): 0.184908375 · Participants: 494Iolani School Defined Contribution Retirement PlanKuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan, Total assets ($B): 0.149104627 · Participants: 871Kuakini Health System 403(b) Matching Tax-Sheltered Annuity PlanThe Queen's Health Systems Retirement Plus Plan, Total assets ($B): 0.112061628 · Participants: 587The Queen's Health Systems Retirement Plus Plan
Kkv Retirement Plan vs. nearby Other plans in Hawaii, assets vs. participants
Compare Kkv Retirement Plan side-by-side with 3 peers →

Kkv Retirement Plan's out-of-state Other peers by assets and headcount

Outside Hawaii, the nearest Other by assets is Riverside Military Academy, Inc. Defined Contribution Retirement Plan in GA ($17M); by covered participants it is Colby-Sawyer College DC Retirement Plan in NH (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 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.

Frequently Asked Questions

How did Kkv Retirement Plan assets move in 2023? ▼
Kkv Retirement Plan grew sharply - up 21.7% during 2023, from $14M to $17M. Reported net income was $3M.
How have Kokua Kalihi Valley Comprehensive Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kokua Kalihi Valley Comprehensive Family Services's sponsor-wide assets grew 36.3%, from $14M to $19M.
Which Other plans are similar in size to Kkv Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Riverside Military Academy, Inc. Defined Contribution Retirement Plan in GA ($17M, 173 participants).
Which Other plans cover a similar participant headcount to Kkv Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Colby-Sawyer College DC Retirement Plan in NH (302 participants, $51M in assets).

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 990149797.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.