Other · DOL Form 5500 · 2024
Punahou School Retirement Plan
Data updated 2026-08-25
- $326M
- Total assets Above avg plan size
- 1,542
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $211,550
- Avg per participant Above avg balance/head
Official DOL plan name: Punahou School Defined Contribution Retirement Plan · Sponsored by Punahou School · Hawaii · Educational Services
$326M in assets, 1,542 participants
Punahou School's Punahou School Defined Contribution Retirement Plan reported $326M in total assets and 1,542 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,407 in Educational Services (3,638 peers)
Coverage in Hawaii
Punahou School Defined Contribution Retirement Plan covers 1,542 participants in Hawaii, 4.1x the typical Hawaii plan (state average ~380 per filing). Assets: $326M.
- #3,407
- in Educational Services (3,638 peers)
- +9.3%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Punahou School Defined Contribution Retirement Plan's outsized position by total assets
Punahou School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$326,210,553 Top 4% higher than 96% 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
Punahou School Defined Contribution Retirement 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. Punahou School Defined Contribution Retirement Plan lands in the large band (1,542 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Punahou School Defined Contribution Retirement Plan reported participants rose from 932 in the plan year 2023 filing to 1,542 in the plan year 2024 filing.
- Punahou School Defined Contribution Retirement Plan end-of-year assets rose from $299M in the plan year 2023 filing to $326M in the plan year 2024 filing.
- Punahou School Defined Contribution Retirement Plan reported net income fell from $29M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 990073523 · Punahou School PY 2024 · Other
Punahou School Defined Contribution Retirement Plan · $326M · 1,542 · 96th
- PCT $326M
- EIN 1,542
- RANK 96th
- PHOTO Other
- IND near St. Olaf College 403(b) Retirement Plan
- EOY ind #3407
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 →
Punahou School Defined Contribution Retirement Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $299M |
|---|---|
| Net Assets (End of Year) | $326M |
| Net Income | $28M |
| Employer EIN | 990073523 |
| Plan Effective Date | 1957-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Punahou School)
Sponsor-wide plan assets over time
All Punahou School plans reported in each filing year
- Latest sponsor-wide plan assets
- $326M 21.099224570173934% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 934 | $269M |
| 2023 | 1 | 932 | $299M |
| 2024 | 1 | 1,542 | $326M |
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
- 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
- Mid-Pacific Institute 403(b) Retirement Plan $88M · 216
Punahou School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is St. Olaf College 403(b) Retirement Plan in MN ($327M); by covered participants it is Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) in FL (1,542 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($326M here).
- St. Olaf College 403(b) Retirement Plan (MN) $327M · 798
- Rider University Defined Contribution Retirement Plan (NJ) $325M · 935
- West Virginia University Medical Corporation 403(b) Plan (WV) $328M · 1,947
- Elon University Defined Contribution Plan (NC) $324M · 1,613
Similar participant headcount
Nearest other-state filings by covered participants (1,542 participants); asset peers above are excluded.
- Nova Southeastern University 403(b) Plan (F/K/a Nova Southeastern University Defined Contribution Retirement Plan) (FL) 1,542 · 0 off
- Bucknell University Defined Contribution Retirement Plan (PA) 1,543 · 1 off
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) 1,541 · 1 off
- The Washington Hospital Retirement & Savings Plan (PA) 1,540 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.