Defined Benefit (Pension) · DOL Form 5500 · 2023

Kamehameha Schools Pension Plan

Data updated 2026-08-25

$305M
Total assets Above avg plan size
1,072
Participants Near avg headcount
96th
Percentile by assets National rank
$284,785
Avg per participant High balance/head
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Official DOL plan name: Kamehameha Schools Retirement Plan · Sponsored by Kamehameha Schools · Hawaii · Educational Services

$305M in assets, 1,072 participants

Kamehameha Schools's Kamehameha Schools Retirement Plan reported $305M in total assets and 1,072 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,511 in Educational Services (3,735 peers)

Coverage in Hawaii

Kamehameha Schools Retirement Plan covers 1,072 participants in Hawaii, 2.8x the typical Hawaii plan (state average ~380 per filing). Assets: $305M.

#3,511
in Educational Services (3,735 peers)
-2.9%
assets change YoY
3.1×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kamehameha Schools Retirement Plan's outsized position by total assets

Kamehameha Schools Retirement Plan vs every filed plan by assets

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

$305,289,521 Top 4% higher than 96% 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

Kamehameha Schools Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kamehameha Schools Retirement Plan lands in the large band (1,072 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kamehameha Schools Retirement Plan reported net income rose from -$22M in the plan year 2022 filing to -$11M in the plan year 2023 filing.
  • Kamehameha Schools Retirement Plan reported participants fell from 1,152 in the plan year 2022 filing to 1,072 in the plan year 2023 filing.
  • Kamehameha Schools Retirement Plan end-of-year assets fell from $315M in the plan year 2022 filing to $305M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990073480 · Kamehameha Schools PY 2023 · Defined Benefit (Pension)

Kamehameha Schools Retirement Plan · $305M · 1,072 · 96th

  • BOOK $305M
  • VS-ST 1,072
  • BOY 96th
  • SCH Defined Benefit (Pension)
  • EBSA near The Purdue Pharma L. P. Pension Plan
  • PART ind #3511

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 Educational Services retirement plans → · Plans in Hawaii →

Kamehameha Schools Retirement Plan in the asset neighbourhood

Nissan Employee Retirement Plan BNissan Employee Retirement P…$306MKamehameha Schools Retirement PlanKamehameha Schools Retiremen…$305MThe Purdue Pharma L. P. Pension PlanThe Purdue Pharma L. P. Pens…$305MQuad/Graphics Printing Pension PlanQuad/Graphics Printing Pensi…$305MUnited Teamster Pension Fund aUnited Teamster Pension Fund…$305M
End-of-year total assets ($M) among Kamehameha Schools Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$315M
Net Assets (End of Year)$300M
Net Income-$11M
Employer EIN990073480
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kamehameha Schools)

Sponsor-wide plan assets over time

All Kamehameha Schools plans reported in each filing year

Latest sponsor-wide plan assets
$952M 23.00111995641892% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $774M $952M ▲ +23.0%
Year Plans Participants Total Assets
2022 3 4,573 $774M
2023 3 3,921 $867M
2024 3 3,891 $952M

Nearby Defined Benefit (Pension) Plans in Hawaii

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kamehameha Schools Retirement Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 02000400060008000 00.511.52 Total assets ($B) Participants Kamehameha Schools Retirement Plan, Total assets ($B): 0.305289521 · Participants: 1072Kamehameha Schools Retirement PlanRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.91180259 · Participants: 2406Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.704996682 · Participants: 7370Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.574975486 · Participants: 1505Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.505374398 · Participants: 5037The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.452484278 · Participants: 5550Hawaii Pacific Health Retirement Plan
Kamehameha Schools Retirement Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Kamehameha Schools Retirement Plan side-by-side with 3 peers →

Kamehameha Schools Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is The Purdue Pharma L. P. Pension Plan in CT ($305M); by covered participants it is Air Products and Chemicals, Inc. Pension Plan for Salaried Employees in PA (1,071 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($305M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,072 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 Kamehameha Schools Retirement Plan assets move in 2023? ▼
Kamehameha Schools Retirement Plan edged down modestly - down 2.9% during 2023, from $315M to $305M. Reported net income was -$11M.
How have Kamehameha Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kamehameha Schools's sponsor-wide assets grew 23.0%, from $774M to $952M.
Where does Kamehameha Schools Retirement Plan rank by assets among Form 5500 filers? ▼
Kamehameha Schools Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Kamehameha Schools Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Purdue Pharma L. P. Pension Plan in CT ($305M, 206 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kamehameha Schools Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Air Products and Chemicals, Inc. Pension Plan for Salaried Employees in PA (1,071 participants, $2.3B 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 990073480.

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.