401(k) · DOL Form 5500 · 2024

Lili'uokalani Trust 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
181
Participants Below avg headcount
71st
Percentile by assets National rank
$116,647
Avg per participant Below avg balance/head
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Official DOL plan name: Lili'uokalani Trust 401(k) Plan · Sponsored by Lili'uokalani Trust · Hawaii · Healthcare & Social Assistance

$21M in assets, 181 participants

Lili'uokalani Trust's Lili'uokalani Trust 401(k) Plan reported $21M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,803 in Healthcare & Social Assistance (16,916 peers)

Coverage in Hawaii

Lili'uokalani Trust 401(k) Plan covers 181 participants in Hawaii, about 48% of the average Hawaii filer (state average ~380 per filing). Assets: $21M.

#12,803
in Healthcare & Social Assistance (16,916 peers)
+5.9%
assets growth YoY

Lili'uokalani Trust 401(k) Plan's outsized position by total assets

Lili'uokalani Trust 401(k) Plan vs every filed plan by assets

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

$21,113,166 Top 29% higher than 71% 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

Lili'uokalani Trust 401(k) 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. Lili'uokalani Trust 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lili'uokalani Trust 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lili'uokalani Trust 401(k) Plan reported participants rose from 166 in the plan year 2023 filing to 181 in the plan year 2024 filing.
  • Lili'uokalani Trust 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 990078890 · Lili'uokalani Trust PY 2024 · 401(k)

Lili'uokalani Trust 401(k) Plan · $21M · 181 · 71st

  • PHOTO $21M
  • IND 181
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Harrington Raceway, Inc. Dba Harrington Raceway & Casino 401(k) Retirement Plan
  • PCT ind #12803

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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →

Lili'uokalani Trust 401(k) Plan in the asset neighbourhood

Brox Industries, Inc. 401(k) Retirement PlanBrox Industries, Inc. 401(k)…$21MThe Hourly 401(k) Savings PlanThe Hourly 401(k) Savings Pl…$21MLili'uokalani Trust 401(k) PlanLili'uokalani Trust 401(k) P…$21MHarrington Raceway, Inc. Dba Harrington Raceway & Casino 401(k) Retirement PlanHarrington Raceway, Inc. Dba…$21MPhase2 Technology LLC 401(k) Profit Sharing Plan and TrustPhase2 Technology LLC 401(k)…$21M
End-of-year total assets ($M) among Lili'uokalani Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN990078890
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lili'uokalani Trust)

Sponsor-wide plan assets over time

All Lili'uokalani Trust plans reported in each filing year

Latest sponsor-wide plan assets
$21M 25.20279989994766% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.9M $21.1M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 160 $17M
2023 1 166 $20M
2024 1 181 $21M

Nearby 401(k) Plans in Hawaii

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lili'uokalani Trust 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants Lili'uokalani Trust 401(k) Plan, Total assets ($B): 0.021113166 · Participants: 181Lili'uokalani Trust 401(k) PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.952191043 · Participants: 9096The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.819916775 · Participants: 1895Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.780660919 · Participants: 2732Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.695629837 · Participants: 1140Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.653492062 · Participants: 2514Kamehameha Schools 401(k) Retirement Savings Plan
Lili'uokalani Trust 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Lili'uokalani Trust 401(k) Plan side-by-side with 3 peers →

Lili'uokalani Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Harrington Raceway, Inc. Dba Harrington Raceway & Casino 401(k) Retirement Plan in DE ($21M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Lili'uokalani Trust 401(k) Plan assets move in 2024? ▼
Lili'uokalani Trust 401(k) Plan grew at a solid clip - up 5.9% during 2024, from $20M to $21M. Reported net income was $1M.
How have Lili'uokalani Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lili'uokalani Trust's sponsor-wide assets grew 25.2%, from $17M to $21M.
Which 401(k) plans are similar in size to Lili'uokalani Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harrington Raceway, Inc. Dba Harrington Raceway & Casino 401(k) Retirement Plan in DE ($21M, 456 participants).
Which 401(k) plans cover a similar participant headcount to Lili'uokalani Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants, N/A 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 990078890.

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.