Other · DOL Form 5500 · 2024

KOKUA Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
27th
Percentile by assets National rank
$49,468
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, 32 participants

KOKUA's Employee Benefit Plan of Kokua reported $2M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,071 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Employee Benefit Plan of Kokua holds $2M for 32 participants - about $49,468 per participant, in the lower half of filed plans by assets.

#4,071
in Healthcare & Social Assistance (16,916 peers)
-1.6%
assets change YoY

The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$1,582,974 27th percentile higher than 27% of 123,620 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 2024

Employee Benefit Plan of Kokua among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Kokua is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Benefit Plan of Kokua reported net income fell from $123K in the plan year 2023 filing to -$26K in the plan year 2024 filing.
  • Employee Benefit Plan of Kokua reported participants fell from 49 in the plan year 2023 filing to 32 in the plan year 2024 filing.
  • Employee Benefit Plan of Kokua end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 911792867 · KOKUA PY 2024 · Other

Employee Benefit Plan of Kokua · $2M · 32 · 27th

  • SCH $2M
  • SCH 32
  • SCH 27th
  • SCH Other
  • SCH near Chemical Safety Technology, Inc. Profit Sharing Plan
  • SCH ind #4071

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

Mayfair Advisory Group 401(k) Profit Sharing PlanMayfair Advisory Group 401(k…$2MEl Valor Corporation 401(k) Savings PlanEl Valor Corporation 401(k) …$2MEmployee Benefit Plan of KokuaEmployee Benefit Plan of Kok…$2MChemical Safety Technology, Inc. Profit Sharing PlanChemical Safety Technology, …$2MDeutschmann Partners LLC 401(k) PlanDeutschmann Partners LLC 401…$2M
End-of-year total assets ($M) among Employee Benefit Plan of Kokua and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$26K
Employer EIN911792867
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KOKUA)

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

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. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Employee Benefit Plan of Kokua, Total assets ($B): 0.001582974 · Participants: 32Employee Benefit Plan of KokuaFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.466484427 · Participants: 6067Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 1.164607998 · Participants: 16022Multicare Health System 403(b) Employee Savings PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.653546073 · Participants: 3637Overlake Hospital Medical Center 403(b)Retirement PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.593773803 · Participants: 7427Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundGonzaga University 403(b) Retirement Plan, Total assets ($B): 0.521526518 · Participants: 2294Gonzaga University 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 Chemical Safety Technology, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is East Woods School Retirement Plan in NY (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Employee Benefit Plan of Kokua edged down modestly - down 1.6% during 2024, from $2M to $2M. Reported net income was -$26K.
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 Chemical Safety Technology, Inc. Profit Sharing Plan in CA ($2M, 4 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 East Woods School Retirement Plan in NY (32 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.