401(k) · DOL Form 5500 · 2024
Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools 401(k) Plan
Data updated 2026-08-25
- $653M
- Total assets Above avg plan size
- 2,514
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $259,941
- Avg per participant Above avg balance/head
Official DOL plan name: Kamehameha Schools 401(k) Retirement Savings Plan · Sponsored by Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools · Hawaii · Educational Services
$653M in assets, 2,514 participants
Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools's Kamehameha Schools 401(k) Retirement Savings Plan reported $653M in total assets and 2,514 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,524 in Educational Services (3,638 peers)
Coverage in Hawaii
Kamehameha Schools 401(k) Retirement Savings Plan covers 2,514 participants in Hawaii, 6.6x the typical Hawaii plan (state average ~380 per filing). Assets: $653M.
- #3,524
- in Educational Services (3,638 peers)
- +17.2%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
Kamehameha Schools 401(k) Retirement Savings Plan's outsized position by total assets
Kamehameha Schools 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$653,492,062 Top 2% higher than 98% 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
Kamehameha Schools 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kamehameha Schools 401(k) Retirement Savings Plan lands in the large band (2,514 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kamehameha Schools 401(k) Retirement Savings Plan end-of-year assets rose from $558M in the plan year 2023 filing to $653M in the plan year 2024 filing.
- Kamehameha Schools 401(k) Retirement Savings Plan reported net income fell from $102M in the plan year 2023 filing to $96M in the plan year 2024 filing.
- Kamehameha Schools 401(k) Retirement Savings Plan reported participants rose from 2,460 in the plan year 2023 filing to 2,514 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 990073480 · Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools PY 2024 · 401(k)
Kamehameha Schools 401(k) Retirement Savings Plan · $653M · 2,514 · 98th
- BOY $653M
- BOY 2,514
- BOY 98th
- BOY 401(k)
- BOY near Mahle 401(k) Plan
- BOY ind #3524
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 →
Kamehameha Schools 401(k) Retirement Savings Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $558M |
|---|---|
| Net Assets (End of Year) | $653M |
| Net Income | $96M |
| Employer EIN | 990073480 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools)
Sponsor-wide plan assets over time
All Trustees of the Estate of Bernice Pauahi Bishop Dba Kamehameha Schools plans reported in each filing year
- Latest sponsor-wide plan assets
- $952M 23.00111995641892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,573 | $774M |
| 2023 | 3 | 3,921 | $867M |
| 2024 | 3 | 3,891 | $952M |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $2.0B · 9,096
- Bank of Hawaii Retirement Savings Plan $820M · 1,895
- Hawaiian Electric Industries Retirement Savings Plan $781M · 2,732
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $696M · 1,140
- Hawaiian Airlines, Inc. 401(k) Savings Plan $529M · 4,175
Kamehameha Schools 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Mahle 401(k) Plan in MI ($654M); by covered participants it is Nemak USA, Inc. Retirement Savings Plan in MI (2,513 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($653M here).
- Mahle 401(k) Plan (MI) $654M · 5,135
- Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan (VA) $654M · 7,425
- Nixon Peabody LLP Retirement Savings Plan I (NY) $653M · 570
- Bt U.S. Retirement Savings Plan 401(k) (TX) $652M · 731
Similar participant headcount
Nearest other-state filings by covered participants (2,514 participants); asset peers above are excluded.
- Nemak USA, Inc. Retirement Savings Plan (MI) 2,513 · 1 off
- Swiss Re Group U.S. Employees' Savings Plan (NY) 2,515 · 1 off
- Avg 401(k) Plan (FL) 2,515 · 1 off
- Northstar Anesthesia 401(k) Plan (TX) 2,515 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.