Money Purchase
2024 plan-year Money Purchase DOL Form 5500

WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC.

This Money Purchase plan holds $32M in total assets and serves 515 participants as of 2024. It is sponsored by WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC. in Hawaii. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$32M
Participants
515
State
Industry
Healthcare & Social Assistance

What the Filing Says About WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN

WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN is a Money Purchase retirement plan sponsored by WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC., headquartered in Hawaii. As of the 2024 Form 5500 filing, the plan reports $32M in total end-of-year assets and covers 515 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 990148164, and the plan has been effective since 1980-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2024 to $32M at year-end — a gain of 12.5%. Net assets (after liabilities) closed the year at $32M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$28M
Total Assets (End of Year)$32M
Net Assets (End of Year)$32M
Net Income$4M
Plan TypeMoney Purchase
Employer EIN990148164
Plan Effective Date1980-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC.)

Year Plans Participants Total Assets
2022 1 483 $24M
2023 1 493 $28M
2024 1 515 $32M

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Frequently Asked Questions

How much money is in the WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN?
As of the 2024 Form 5500 filing, WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN holds $32M in total assets with 515 participants. It is sponsored by WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC..
What type of plan is WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN?
WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN is a Money Purchase plan. It has been effective since 1980-08-01. The plan is filed with the U.S. Department of Labor under EIN 990148164.
Who sponsors the WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN?
WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN is sponsored by WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC., located in Hawaii. The sponsor's EIN is 990148164 and the plan operates in the Healthcare & Social Assistance industry.
How did WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN perform in 2024?
WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN grew by 12.5% during 2024, moving from $28M to $32M in total assets. Net income was $4M.
Where can I find official filings for WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN?
Official Form 5500 filings for WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 990148164 or plan name at efast.dol.gov.
How does WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN compare to other plans?
You can compare WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN against other Money Purchase plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 990148164.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.