Other · DOL Form 5500 · 2024
Waimanalo Health Center Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $44,198
- Avg per participant Low balance/head
Official DOL plan name: Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan · Sponsored by Waimanalo Health Center · Hawaii · Healthcare & Social Assistance
$5M in assets, 102 participants
Waimanalo Health Center's Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan reported $5M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,191 in Healthcare & Social Assistance (16,916 peers)
Coverage in Hawaii
Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan covers 102 participants in Hawaii, about 27% of the average Hawaii filer (state average ~380 per filing). Assets: $5M.
- #7,191
- in Healthcare & Social Assistance (16,916 peers)
- +16.5%
- assets growth YoY
Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,508,190 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan sits mid-pack in the medium band (102 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan reported net income fell from $1M in the plan year 2023 filing to $638K in the plan year 2024 filing.
- Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan reported participants fell from 132 in the plan year 2023 filing to 102 in the plan year 2024 filing.
- Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 990273205 · Waimanalo Health Center PY 2024 · Other
Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan · $5M · 102 · 40th
- BOOK $5M
- BOOK 102
- BOOK 40th
- BOOK Other
- BOOK near Fort Wayne Zoological Society Matching Retirement Plan
- BOOK ind #7191
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 →
Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $638K |
| Employer EIN | 990273205 |
| Plan Effective Date | 1996-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waimanalo Health Center)
Sponsor-wide plan assets over time
All Waimanalo Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 176.3675271197941% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $4M |
| 2023 | 1 | 132 | $5M |
| 2024 | 2 | 247 | $12M |
Nearby Other Plans in Hawaii
Peer Other plans, same state, same plan type, ranked by total assets.
- Hawai'i Pacific Health 403(b) Savings Plan $1.5B · 7,386
- Punahou School Defined Contribution Retirement Plan $326M · 1,542
- Iolani School Defined Contribution Retirement Plan $203M · 514
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $163M · 869
- The Queen's Health Systems Retirement Plus Plan $113M · 541
Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Fort Wayne Zoological Society Matching Retirement Plan in IN ($5M); by covered participants it is District 7 Hrdc Retirement Plan in MT (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Fort Wayne Zoological Society Matching Retirement Plan (IN) $5M · 210
- Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan (NY) $5M · 191
- Frederiksted Health Care Inc 403(b) Retirement Plan (VI) $5M · 160
- Dream Charter School 403(b) Plan (NY) $4M · 337
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- District 7 Hrdc Retirement Plan (MT) 102 · 0 off
- The Fenn School Tda and Retirement Plan (MA) 102 · 0 off
- 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. (WI) 102 · 0 off
- Sourcepoint Matched Savings Plan (OH) 102 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.