Other · DOL Form 5500 · 2023

Hawaii Pacific University Retirement Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
1,027
Participants Near avg headcount
89th
Percentile by assets National rank
$75,115
Avg per participant Below avg balance/head
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Official DOL plan name: Hawaii Pacific University 403(b) Retirement Plan · Sponsored by Hawaii Pacific University · Hawaii · Educational Services

$77M in assets, 1,027 participants

Hawaii Pacific University's Hawaii Pacific University 403(b) Retirement Plan reported $77M in total assets and 1,027 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,027 in Educational Services (3,735 peers)

Coverage in Hawaii

Hawaii Pacific University 403(b) Retirement Plan covers 1,027 participants in Hawaii, 2.7x the typical Hawaii plan (state average ~380 per filing). Assets: $77M.

#3,027
in Educational Services (3,735 peers)
+15.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Hawaii Pacific University 403(b) Retirement Plan's outsized position by total assets

Hawaii Pacific University 403(b) Retirement Plan vs every filed plan by assets

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

$77,142,723 Top 11% higher than 89% 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

Hawaii Pacific University 403(b) 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. Hawaii Pacific University 403(b) Retirement Plan lands in the large band (1,027 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hawaii Pacific University 403(b) Retirement Plan reported net income fell from $16M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Hawaii Pacific University 403(b) Retirement Plan reported participants rose from 888 in the plan year 2022 filing to 1,027 in the plan year 2023 filing.
  • Hawaii Pacific University 403(b) Retirement Plan end-of-year assets rose from $67M in the plan year 2022 filing to $77M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990113930 · Hawaii Pacific University PY 2023 · Other

Hawaii Pacific University 403(b) Retirement Plan · $77M · 1,027 · 89th

  • PART $77M
  • PART 1,027
  • PART 89th
  • PART Other
  • PART near Purdue Research Foundation Defined Contribution Retirement Plan
  • PART ind #3027

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 →

Hawaii Pacific University 403(b) Retirement Plan in the asset neighbourhood

Sidwell Friends School Defined Contribution Retirement PlanSidwell Friends School Defin…$77MPurdue Research Foundation Defined Contribution Retirement PlanPurdue Research Foundation D…$77MHawaii Pacific University 403(b) Retirement PlanHawaii Pacific University 40…$77MThe Kinkaid School 403(b) PlanThe Kinkaid School 403(b) Pl…$77MSt. Marks School of Texas Matching PlanSt. Marks School of Texas Ma…$77M
End-of-year total assets ($M) among Hawaii Pacific University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$77M
Net Income$10M
Employer EIN990113930
Plan Effective Date1980-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawaii Pacific University)

Sponsor-wide plan assets over time

All Hawaii Pacific University plans reported in each filing year

Latest sponsor-wide plan assets
$86M 29.08750663943829% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $66.8M $86.2M ▲ +29.1%
Year Plans Participants Total Assets
2022 2 888 $67M
2023 1 1,027 $77M
2024 1 486 $86M

Nearby Other Plans in Hawaii

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

Hawaii Pacific University 403(b) Retirement Plan vs. nearby Other plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 02000400060008000 00.511.5 Total assets ($B) Participants Hawaii Pacific University 403(b) Retirement Plan, Total assets ($B): 0.077142723 · Participants: 1027Hawaii Pacific University 403(b) 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
Hawaii Pacific University 403(b) Retirement Plan vs. nearby Other plans in Hawaii, assets vs. participants
Compare Hawaii Pacific University 403(b) Retirement Plan side-by-side with 3 peers →

Hawaii Pacific University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Hawaii, the nearest Other by assets is Purdue Research Foundation Defined Contribution Retirement Plan in IN ($77M); by covered participants it is Regional Enterprises, Inc. 403(b) Plan in WI (1,027 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,027 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 Hawaii Pacific University 403(b) Retirement Plan assets move in 2023? ▼
Hawaii Pacific University 403(b) Retirement Plan grew sharply - up 15.6% during 2023, from $67M to $77M. Reported net income was $10M.
How have Hawaii Pacific University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawaii Pacific University's sponsor-wide assets grew 29.1%, from $67M to $86M.
Where does Hawaii Pacific University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Hawaii Pacific University 403(b) Retirement Plan ranks in the 89th 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 Hawaii Pacific University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Purdue Research Foundation Defined Contribution Retirement Plan in IN ($77M, 413 participants).
Which Other plans cover a similar participant headcount to Hawaii Pacific University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Regional Enterprises, Inc. 403(b) Plan in WI (1,027 participants, $119M 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 990113930.

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.