401(k) · DOL Form 5500 · 2024

University Health Alliance 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
174
Participants Small participant base
78th
Percentile by assets National rank
$186,885
Avg per participant Above avg balance/head
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Official DOL plan name: Uha 401(k) Plan · Sponsored by University Health Alliance · Hawaii · Finance & Insurance

$33M in assets, 174 participants

University Health Alliance's Uha 401(k) Plan reported $33M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,679 in Finance & Insurance (8,549 peers)

Coverage in Hawaii

Uha 401(k) Plan covers 174 participants in Hawaii, about 46% of the average Hawaii filer (state average ~380 per filing). Assets: $33M.

#5,679
in Finance & Insurance (8,549 peers)
+15.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Uha 401(k) Plan's outsized position by total assets

Uha 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$32,517,967 Top 22% higher than 78% 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

Uha 401(k) 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. Uha 401(k) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uha 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Uha 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Uha 401(k) Plan reported participants rose from 165 in the plan year 2023 filing to 174 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 990263440 · University Health Alliance PY 2024 · 401(k)

Uha 401(k) Plan · $33M · 174 · 78th

  • VS-ST $33M
  • BOY 174
  • SCH 78th
  • EBSA 401(k)
  • PART near Cornell Scott-Hill Health Corp. 401(k) Retirement Plan
  • TYPE ind #5679

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 Finance & Insurance retirement plans → · Plans in Hawaii →

Uha 401(k) Plan in the asset neighbourhood

Uha 401(k) Plan$33MCornell Scott-Hill Health Corp. 401(k) Retirement PlanCornell Scott-Hill Health Co…$33MCrisis Prevention Institute, Inc. Retirement Plan Group TrustCrisis Prevention Institute,…$33MSnyder Langston Retirement and Deferred Savings PlanSnyder Langston Retirement a…$33MMmc Holding of Brooklyn, Inc. 401(k) PlanMmc Holding of Brooklyn, Inc…$33M
End-of-year total assets ($M) among Uha 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN990263440
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Health Alliance)

Sponsor-wide plan assets over time

All University Health Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$33M 41.59951264427277% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23M $32.5M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 163 $23M
2023 1 165 $28M
2024 1 174 $33M

Nearby 401(k) Plans in Hawaii

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Uha 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants Uha 401(k) Plan, Total assets ($B): 0.032517967 · Participants: 174Uha 401(k) PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.952191043 · Participants: 9096The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.819916775 · Participants: 1895Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.780660919 · Participants: 2732Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.695629837 · Participants: 1140Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.653492062 · Participants: 2514Kamehameha Schools 401(k) Retirement Savings Plan
Uha 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Uha 401(k) Plan side-by-side with 3 peers →

Uha 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Cornell Scott-Hill Health Corp. 401(k) Retirement Plan in CT ($33M); by covered participants it is Delta Systems, Inc. 401(k) Plan in OH (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Uha 401(k) Plan assets move in 2024? ▼
Uha 401(k) Plan grew sharply - up 15.3% during 2024, from $28M to $33M. Reported net income was $4M.
How have University Health Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Health Alliance's sponsor-wide assets grew 41.6%, from $23M to $33M.
Where does Uha 401(k) Plan rank by assets among Form 5500 filers? ▼
Uha 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Uha 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cornell Scott-Hill Health Corp. 401(k) Retirement Plan in CT ($33M, 703 participants).
Which 401(k) plans cover a similar participant headcount to Uha 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delta Systems, Inc. 401(k) Plan in OH (174 participants, $15M 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 990263440.

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.