Other · DOL Form 5500 · 2023

Arcadia Retirement Residence Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
553
Participants Below avg headcount
84th
Percentile by assets National rank
$82,016
Avg per participant Below avg balance/head
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Official DOL plan name: Arcadia Retirement Residence 403(b) Plan · Sponsored by Arcadia Retirement Residence · Hawaii · Healthcare & Social Assistance

$45M in assets, 553 participants

Arcadia Retirement Residence's Arcadia Retirement Residence 403(b) Plan reported $45M in total assets and 553 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,357 in Healthcare & Social Assistance (17,684 peers)

Where Arcadia Retirement Residence 403(b) Plan sits by assets

Arcadia Retirement Residence 403(b) Plan sits in the top quartile of all filed plans by assets, $45M for 553 participants (~$82,016/participant), up 17.9% in 2023.

#15,357
in Healthcare & Social Assistance (17,684 peers)
+17.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Arcadia Retirement Residence 403(b) Plan's outsized position by total assets

Arcadia Retirement Residence 403(b) Plan vs every filed plan by assets

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

$45,354,703 Top 16% higher than 84% 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

Arcadia Retirement Residence 403(b) 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. Arcadia Retirement Residence 403(b) Plan sits mid-pack in the medium band (553 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arcadia Retirement Residence 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Arcadia Retirement Residence 403(b) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Arcadia Retirement Residence 403(b) Plan reported participants rose from 546 in the plan year 2022 filing to 553 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990256226 · Arcadia Retirement Residence PY 2023 · Other

Arcadia Retirement Residence 403(b) Plan · $45M · 553 · 84th

  • BOY $45M
  • SCH 553
  • EBSA 84th
  • PART Other
  • TYPE near Wells College Tax Deferred Retirement Plan
  • NET ind #15357

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 →

Arcadia Retirement Residence 403(b) Plan in the asset neighbourhood

University of Charleston Retirement PlanUniversity of Charleston Ret…$45MWells College Tax Deferred Retirement PlanWells College Tax Deferred R…$45MArcadia Retirement Residence 403(b) PlanArcadia Retirement Residence…$45MNorth Shore Country Day School Defined Contribution Retirement PlanNorth Shore Country Day Scho…$45MHewitt School Defined Contribution Retirement PlanHewitt School Defined Contri…$45M
End-of-year total assets ($M) among Arcadia Retirement Residence 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN990256226
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arcadia Retirement Residence)

Sponsor-wide plan assets over time

All Arcadia Retirement Residence plans reported in each filing year

Latest sponsor-wide plan assets
$52M 36.18331537875623% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.5M $52.4M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 546 $38M
2023 1 553 $45M
2024 1 583 $52M

Nearby Other Plans in Hawaii

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

Arcadia Retirement Residence 403(b) Plan vs. nearby Other plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.5 Total assets ($B) Participants Arcadia Retirement Residence 403(b) Plan, Total assets ($B): 0.045354703 · Participants: 553Arcadia Retirement Residence 403(b) 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
Arcadia Retirement Residence 403(b) Plan vs. nearby Other plans in Hawaii, assets vs. participants
Compare Arcadia Retirement Residence 403(b) Plan side-by-side with 3 peers →

Arcadia Retirement Residence 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Hawaii, the nearest Other by assets is Wells College Tax Deferred Retirement Plan in NY ($45M); by covered participants it is Community Health Centers, Inc. 403(b) Retirement Plan in FL (553 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (553 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 Arcadia Retirement Residence 403(b) Plan assets move in 2023? ▼
Arcadia Retirement Residence 403(b) Plan grew sharply - up 17.9% during 2023, from $38M to $45M. Reported net income was $7M.
How have Arcadia Retirement Residence plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arcadia Retirement Residence's sponsor-wide assets grew 36.2%, from $38M to $52M.
Where does Arcadia Retirement Residence 403(b) Plan rank by assets among Form 5500 filers? ▼
Arcadia Retirement Residence 403(b) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Arcadia Retirement Residence 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Wells College Tax Deferred Retirement Plan in NY ($45M, 102 participants).
Which Other plans cover a similar participant headcount to Arcadia Retirement Residence 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Health Centers, Inc. 403(b) Retirement Plan in FL (553 participants, $27M 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 990256226.

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.