Other · DOL Form 5500 · 2024

University of Hawaii Foundation Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
105
Participants Small participant base
80th
Percentile by assets National rank
$331,950
Avg per participant High balance/head
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Official DOL plan name: University of Hawaii Foundation 403(b) Plan · Sponsored by University of Hawaii Foundation · Hawaii · Educational Services

$35M in assets, 105 participants

University of Hawaii Foundation's University of Hawaii Foundation 403(b) Plan reported $35M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,364 in Educational Services (3,638 peers)

Coverage in Hawaii

University of Hawaii Foundation 403(b) Plan covers 105 participants in Hawaii, about 28% of the average Hawaii filer (state average ~380 per filing). Assets: $35M.

#2,364
in Educational Services (3,638 peers)
+5.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

University of Hawaii Foundation 403(b) Plan's outsized position by total assets

University of Hawaii Foundation 403(b) Plan vs every filed plan by assets

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

$34,854,787 Top 20% higher than 80% 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

University of Hawaii Foundation 403(b) 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. University of Hawaii Foundation 403(b) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Hawaii Foundation 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • University of Hawaii Foundation 403(b) Plan reported participants rose from 89 in the plan year 2023 filing to 105 in the plan year 2024 filing.
  • University of Hawaii Foundation 403(b) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 990085260 · University of Hawaii Foundation PY 2024 · Other

University of Hawaii Foundation 403(b) Plan · $35M · 105 · 80th

  • EBSA $35M
  • EBSA 105
  • EBSA 80th
  • EBSA Other
  • EBSA near Baker University Defined Contribution Retirement Plan
  • EBSA ind #2364

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 →

University of Hawaii Foundation 403(b) Plan in the asset neighbourhood

American Meteorological Society Defined Contribution Retirement PlanAmerican Meteorological Soci…$35MThe Childrens Museum of Indianapolis Inc. Retirement Savings PlanThe Childrens Museum of Indi…$35MUniversity of Hawaii Foundation 403(b) PlanUniversity of Hawaii Foundat…$35MBaker University Defined Contribution Retirement PlanBaker University Defined Con…$35MBelmont Abbey College Retirement PlanBelmont Abbey College Retire…$35M
End-of-year total assets ($M) among University of Hawaii Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN990085260
Plan Effective Date1975-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Hawaii Foundation)

Sponsor-wide plan assets over time

All University of Hawaii Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$35M 23.11996118633192% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.3M $34.9M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 99 $28M
2023 1 89 $33M
2024 1 105 $35M

Nearby Other Plans in Hawaii

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

University of Hawaii Foundation 403(b) Plan vs. nearby Other plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants University of Hawaii Foundation 403(b) Plan, Total assets ($B): 0.034854787 · Participants: 105University of Hawaii Foundation 403(b) PlanHawai'i Pacific Health 403(b) Savings Plan, Total assets ($B): 1.528625353 · Participants: 7386Hawai'i Pacific Health 403(b) Savings PlanPunahou School Defined Contribution Retirement Plan, Total assets ($B): 0.326210553 · Participants: 1542Punahou School Defined Contribution Retirement PlanIolani School Defined Contribution Retirement Plan, Total assets ($B): 0.202673595 · Participants: 514Iolani School Defined Contribution Retirement PlanKuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan, Total assets ($B): 0.163371737 · Participants: 869Kuakini Health System 403(b) Matching Tax-Sheltered Annuity PlanThe Queen's Health Systems Retirement Plus Plan, Total assets ($B): 0.1125407 · Participants: 541The Queen's Health Systems Retirement Plus Plan
University of Hawaii Foundation 403(b) Plan vs. nearby Other plans in Hawaii, assets vs. participants
Compare University of Hawaii Foundation 403(b) Plan side-by-side with 3 peers →

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

Outside Hawaii, the nearest Other by assets is Baker University Defined Contribution Retirement Plan in KS ($35M); by covered participants it is Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. in CA (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 University of Hawaii Foundation 403(b) Plan assets move in 2024? ▼
University of Hawaii Foundation 403(b) Plan grew at a solid clip - up 5.4% during 2024, from $33M to $35M. Reported net income was $2M.
How have University of Hawaii Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Hawaii Foundation's sponsor-wide assets grew 23.1%, from $28M to $35M.
Where does University of Hawaii Foundation 403(b) Plan rank by assets among Form 5500 filers? ▼
University of Hawaii Foundation 403(b) Plan ranks in the 80th 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 Other plans are similar in size to University of Hawaii Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Baker University Defined Contribution Retirement Plan in KS ($35M, 321 participants).
Which Other plans cover a similar participant headcount to University of Hawaii Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. in CA (105 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 990085260.

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.