Other · DOL Form 5500 · 2023

KOKUA Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
49
Participants Small participant base
28th
Percentile by assets National rank
$32,832
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Kokua · Sponsored by KOKUA · Washington · Healthcare & Social Assistance

$2M in assets, 49 participants

KOKUA's Employee Benefit Plan of Kokua reported $2M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,523 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Employee Benefit Plan of Kokua grew at a solid clip 8.3% in 2023 ($1M → $2M) for 49 participants.

#4,523
in Healthcare & Social Assistance (17,684 peers)
+8.3%
assets growth YoY

Employee Benefit Plan of Kokua among the smaller filed plans by assets

Employee Benefit Plan of Kokua vs every filed plan by assets

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

$1,608,774 28th percentile higher than 28% 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

Employee Benefit Plan of Kokua among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Kokua is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Kokua reported net income rose from -$234K in the plan year 2022 filing to $123K in the plan year 2023 filing.
  • Employee Benefit Plan of Kokua end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Employee Benefit Plan of Kokua reported participants fell from 53 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 911792867 · KOKUA PY 2023 · Other

Employee Benefit Plan of Kokua · $2M · 49 · 28th

  • EIN $2M
  • EIN 49
  • EIN 28th
  • EIN Other
  • EIN near Early Learning Coalition Pntsa Plan Type 403 (B)
  • EIN ind #4523

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 Washington →

Employee Benefit Plan of Kokua in the asset neighbourhood

Greater Texas Foundation, Inc. Retirement Plan and TrustGreater Texas Foundation, In…$2MEarly Learning Coalition Pntsa Plan Type 403 (B)Early Learning Coalition Pnt…$2MEmployee Benefit Plan of KokuaEmployee Benefit Plan of Kok…$2M403 B$2MArmenian Nursing and Rehabilitation Center, Inc 403(b) PlanArmenian Nursing and Rehabil…$2M
End-of-year total assets ($M) among Employee Benefit Plan of Kokua and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

KOKUA years around the 2023 move

Sponsor-wide plan assets over time

All KOKUA plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.537097122643509% vs 2022
2024 filing year
$1.45M$1.5M$1.55M$1.6M$1.65M 202220232024 $1.49M $1.58M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 53 $1M
2023 1 49 $2M
2024 1 32 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$123K
Employer EIN911792867
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Washington

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

Employee Benefit Plan of Kokua vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Employee Benefit Plan of Kokua, Total assets ($B): 0.001608774 · Participants: 49Employee Benefit Plan of KokuaA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Employee Benefit Plan of Kokua vs. nearby Other plans in Washington, assets vs. participants
Compare Employee Benefit Plan of Kokua side-by-side with 3 peers →

Employee Benefit Plan of Kokua's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Early Learning Coalition Pntsa Plan Type 403 (B) in FL ($2M); by covered participants it is Labrees Inc in ME (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Employee Benefit Plan of Kokua assets move in 2023? ▼
Employee Benefit Plan of Kokua grew at a solid clip - up 8.3% during 2023, from $1M to $2M. Reported net income was $123K.
How have KOKUA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), KOKUA's sponsor-wide assets grew 6.5%, from $1M to $2M.
Which Other plans are similar in size to Employee Benefit Plan of Kokua? ▼
Among Other plans in other states, the closest by assets is Early Learning Coalition Pntsa Plan Type 403 (B) in FL ($2M, 39 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Kokua? ▼
Among Other plans in other states, the closest by covered participants is Labrees Inc in ME (49 participants, N/A 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 911792867.

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.