401(k) · DOL Form 5500 · 2023

Catholic Charities Hawai'i 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
301
Participants Below avg headcount
71st
Percentile by assets National rank
$60,666
Avg per participant Low balance/head
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Official DOL plan name: Catholic Charities Hawai'i Retirement Savings Plan · Sponsored by Catholic Charities Hawai'i · Hawaii · Healthcare & Social Assistance

$18M in assets, 301 participants

Catholic Charities Hawai'i's Catholic Charities Hawai'i Retirement Savings Plan reported $18M in total assets and 301 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,362 in Healthcare & Social Assistance (17,684 peers)

Catholic Charities Hawai'i multi-year trail

Catholic Charities Hawai'i's plans moved +42.7% in assets from 2022 to 2024; this filing shows Catholic Charities Hawai'i Retirement Savings Plan at $18M / 301 participants.

#13,362
in Healthcare & Social Assistance (17,684 peers)
+22.1%
assets growth YoY

Catholic Charities Hawai'i Retirement Savings Plan's outsized position by total assets

Catholic Charities Hawai'i Retirement Savings Plan vs every filed plan by assets

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

$18,260,374 Top 29% higher than 71% 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

Catholic Charities Hawai'i Retirement Savings 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. Catholic Charities Hawai'i Retirement Savings Plan sits mid-pack in the medium band (301 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Catholic Charities Hawai'i Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Catholic Charities Hawai'i Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Catholic Charities Hawai'i Retirement Savings Plan reported participants fell from 306 in the plan year 2022 filing to 301 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990073547 · Catholic Charities Hawai'i PY 2023 · 401(k)

Catholic Charities Hawai'i Retirement Savings Plan · $18M · 301 · 71st

  • TYPE $18M
  • NET 301
  • BOOK 71st
  • VS-ST 401(k)
  • BOY near The Pingree School, Inc. 401(k) Plan
  • SCH ind #13362

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 →

Catholic Charities Hawai'i Retirement Savings Plan in the asset neighbourhood

Catholic Charities Hawai'i Retirement Savings PlanCatholic Charities Hawai'i R…$18MThe Pingree School, Inc. 401(k) PlanThe Pingree School, Inc. 401…$18MFirst US Bancshares, Inc. 401(k) PlanFirst US Bancshares, Inc. 40…$18MF. Schumacher & Co. 401(k) Plan for Salaried EmployeesF. Schumacher & Co. 401(k) P…$18M401(k) Plan for Employees of the Polish National Alliance of the United States of North America401(k) Plan for Employees of…$18M
End-of-year total assets ($M) among Catholic Charities Hawai'i Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Catholic Charities Hawai'i multi-year asset trail

Sponsor-wide plan assets over time

All Catholic Charities Hawai'i plans reported in each filing year

Latest sponsor-wide plan assets
$21M 42.711783121865% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15M $21.3M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 306 $15M
2023 1 301 $18M
2024 1 319 $21M

Catholic Charities Hawai'i filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN990073547
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Catholic Charities Hawai'i Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Catholic Charities Hawai'i Retirement Savings Plan, Total assets ($B): 0.018260374 · Participants: 301Catholic Charities Hawai'i Retirement Savings PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
Catholic Charities Hawai'i Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Catholic Charities Hawai'i Retirement Savings Plan side-by-side with 3 peers →

Catholic Charities Hawai'i Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is The Pingree School, Inc. 401(k) Plan in MA ($18M); by covered participants it is Greenfield Senior Living 401(k) Plan in VA (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Catholic Charities Hawai'i Retirement Savings Plan assets move in 2023? ▼
Catholic Charities Hawai'i Retirement Savings Plan grew sharply - up 22.1% during 2023, from $15M to $18M. Reported net income was $3M.
How have Catholic Charities Hawai'i plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catholic Charities Hawai'i's sponsor-wide assets grew 42.7%, from $15M to $21M.
Which 401(k) plans are similar in size to Catholic Charities Hawai'i Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Pingree School, Inc. 401(k) Plan in MA ($18M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Catholic Charities Hawai'i Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenfield Senior Living 401(k) Plan in VA (301 participants, $1M 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 990073547.

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.