Other · DOL Form 5500 · 2024
University Clinical, Education and Research Associates Retirement Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 307
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $118,566
- Avg per participant Near avg balance/head
Official DOL plan name: University Clinical, Education and Research Associates Defined Contribution Retirement Plan · Sponsored by University Clinical, Education and Research Associates · Hawaii · Educational Services
$36M in assets, 307 participants
University Clinical, Education and Research Associates's University Clinical, Education and Research Associates Defined Contribution Retirement Plan reported $36M in total assets and 307 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.
- #2,395 in Educational Services (3,638 peers)
Where University Clinical, Education and Research Associates Defined Contribution Retirement Plan sits by assets
University Clinical, Education and Research Associates Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 307 participants (~$118,566/participant), up 4.9% in 2024.
- #2,395
- in Educational Services (3,638 peers)
- +4.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
University Clinical, Education and Research Associates Defined Contribution Retirement Plan's outsized position by total assets
University Clinical, Education and Research Associates Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,399,794 Top 20% higher than 80% 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
University Clinical, Education and Research Associates Defined Contribution Retirement 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 Clinical, Education and Research Associates Defined Contribution Retirement Plan sits mid-pack in the medium band (307 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Clinical, Education and Research Associates Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- University Clinical, Education and Research Associates Defined Contribution Retirement Plan reported participants fell from 395 in the plan year 2023 filing to 307 in the plan year 2024 filing.
- University Clinical, Education and Research Associates Defined Contribution Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $36M in the plan year 2024 filing.
DOL schedule card
Filing strip 990307152 · University Clinical, Education and Research Associates PY 2024 · Other
University Clinical, Education and Research Associates Defined Contribution Retirement Plan · $36M · 307 · 80th
- PHOTO $36M
- IND 307
- EOY 80th
- 5500 Other
- ASSETS near Sequoia Living Inc. 403(b) Plan
- PCT ind #2395
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 Clinical, Education and Research Associates Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $2M |
| Employer EIN | 990307152 |
| Plan Effective Date | 2004-03-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Clinical, Education and Research Associates)
Sponsor-wide plan assets over time
All University Clinical, Education and Research Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 17.430327289207497% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 236 | $31M |
| 2023 | 1 | 395 | $35M |
| 2024 | 1 | 307 | $36M |
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
University Clinical, Education and Research Associates Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Sequoia Living Inc. 403(b) Plan in CA ($36M); by covered participants it is 403(b) Thrift Plan of Epic in WA (307 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (307 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Epic (WA) 307 · 0 off
- Raices 403b Plan (TX) 307 · 0 off
- Welcome House Inc. 403b Plan (OH) 307 · 0 off
- The Loomis Institute Pension Plan (CT) 307 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.