Other · DOL Form 5500 · 2024
Iolani School Retirement Plan
Data updated 2026-08-25
- $203M
- Total assets Near avg plan size
- 514
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $394,307
- Avg per participant High balance/head
Official DOL plan name: Iolani School Defined Contribution Retirement Plan · Sponsored by Iolani School · Hawaii · Educational Services
$203M in assets, 514 participants
Iolani School's Iolani School Defined Contribution Retirement Plan reported $203M in total assets and 514 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,294 in Educational Services (3,638 peers)
Where Iolani School Defined Contribution Retirement Plan sits by assets
Iolani School Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $203M for 514 participants (~$394,307/participant), up 9.6% in 2024.
- #3,294
- in Educational Services (3,638 peers)
- +9.6%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Iolani School Defined Contribution Retirement Plan's outsized position by total assets
Iolani School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$202,673,595 Top 6% higher than 94% 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
Iolani School 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. Iolani School Defined Contribution Retirement Plan sits mid-pack in the medium band (514 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iolani School Defined Contribution Retirement Plan reported net income rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Iolani School Defined Contribution Retirement Plan end-of-year assets rose from $185M in the plan year 2023 filing to $203M in the plan year 2024 filing.
- Iolani School Defined Contribution Retirement Plan reported participants rose from 494 in the plan year 2023 filing to 514 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 990073502 · Iolani School PY 2024 · Other
Iolani School Defined Contribution Retirement Plan · $203M · 514 · 94th
- EIN $203M
- EIN 514
- EIN 94th
- EIN Other
- EIN near Emh Retirement Savings Plan
- EIN ind #3294
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 →
Iolani School Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $185M |
|---|---|
| Net Assets (End of Year) | $203M |
| Net Income | $18M |
| Employer EIN | 990073502 |
| Plan Effective Date | 1960-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iolani School)
Sponsor-wide plan assets over time
All Iolani School plans reported in each filing year
- Latest sponsor-wide plan assets
- $203M 20.10703339811148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 458 | $169M |
| 2023 | 1 | 494 | $185M |
| 2024 | 1 | 514 | $203M |
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
- 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
Iolani School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Emh Retirement Savings Plan in KY ($203M); by covered participants it is Hartwick College 403(b) Retirement Plan in NY (514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($203M here).
- Emh Retirement Savings Plan (KY) $203M · 1,851
- Fhi 360 Employees' 403(b) Plan (NC) $202M · 1,334
- Tidelands Health 403(b) Retirement Savings Plan (SC) $203M · 2,284
- Tuckpointers Local 52 Defined Contribution Annuity Trust Fund (IL) $202M · 1,838
Similar participant headcount
Nearest other-state filings by covered participants (514 participants); asset peers above are excluded.
- Hartwick College 403(b) Retirement Plan (NY) 514 · 0 off
- The Metropolitan Museum of Art 403(b) Plan for Local 1503 of District Council 37, Afscme, AFL-CIO and Local 306-I.a.T.S.E. (NY) 514 · 0 off
- Agespan, Inc. Tax Sheltered Annuity (MA) 514 · 0 off
- Fgs, Inc. D/B/a Good Shepherd Communities 403(b) Plan (NY) 514 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.