Other · DOL Form 5500 · 2023

Hanalani Schools Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
119
Participants Small participant base
52nd
Percentile by assets National rank
$61,694
Avg per participant Low balance/head
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Official DOL plan name: Hanalani Schools 403b Plan · Sponsored by Hanalani Schools · Hawaii · Educational Services

$7M in assets, 119 participants

Hanalani Schools's Hanalani Schools 403b Plan reported $7M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,333 in Educational Services (3,735 peers)

Coverage in Hawaii

Hanalani Schools 403b Plan covers 119 participants in Hawaii, about 31% of the average Hawaii filer (state average ~380 per filing). Assets: $7M.

#1,333
in Educational Services (3,735 peers)
+23.1%
assets growth YoY

Hanalani Schools 403b Plan's mid-pack asset rank among Educational Services and all filers

Hanalani Schools 403b Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,341,571 Top 48% higher than 52% of 127,068 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 2023

Hanalani Schools 403b Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hanalani Schools 403b Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hanalani Schools 403b Plan reported net income rose from $688K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Hanalani Schools 403b Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Hanalani Schools 403b Plan reported participants rose from 111 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237334963 · Hanalani Schools PY 2023 · Other

Hanalani Schools 403b Plan · $7M · 119 · 52nd

  • 5500 $7M
  • ASSETS 119
  • PCT 52nd
  • EIN Other
  • RANK near Section 403(b) Retirement Plan for Employees of Program Development Services, Inc.
  • PHOTO ind #1333

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 →

Hanalani Schools 403b Plan in the asset neighbourhood

Western Carolina Community Action, Inc. 403(b) PlanWestern Carolina Community A…$7MHanalani Schools 403b Plan$7MSection 403(b) Retirement Plan for Employees of Program Development Services, Inc.Section 403(b) Retirement Pl…$7MFlorida Christian School of Dade Co., Inc. Retirement PlanFlorida Christian School of …$7MTax-Deferred Annuity Plan for Scope Education ServicesTax-Deferred Annuity Plan fo…$7M
End-of-year total assets ($M) among Hanalani Schools 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN237334963
Plan Effective Date2017-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hanalani Schools)

Sponsor-wide plan assets over time

All Hanalani Schools plans reported in each filing year

Latest sponsor-wide plan assets
$8M 29.780329694036574% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.97M $7.74M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 111 $6M
2023 1 119 $7M
2024 1 124 $8M

Nearby Other Plans in Hawaii

Peer Other plans, same state, same plan type, ranked by total assets.

Hanalani Schools 403b Plan vs. nearby Other plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Hanalani Schools 403b Plan, Total assets ($B): 0.007341571 · Participants: 119Hanalani Schools 403b PlanHawai'i Pacific Health 403(b) Savings Plan, Total assets ($B): 1.347504158 · Participants: 7137Hawai'i Pacific Health 403(b) Savings PlanPunahou School Defined Contribution Retirement Plan, Total assets ($B): 0.29858221 · Participants: 932Punahou School Defined Contribution Retirement PlanIolani School Defined Contribution Retirement Plan, Total assets ($B): 0.184908375 · Participants: 494Iolani School Defined Contribution Retirement PlanKuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan, Total assets ($B): 0.149104627 · Participants: 871Kuakini Health System 403(b) Matching Tax-Sheltered Annuity PlanThe Queen's Health Systems Retirement Plus Plan, Total assets ($B): 0.112061628 · Participants: 587The Queen's Health Systems Retirement Plus Plan
Hanalani Schools 403b Plan vs. nearby Other plans in Hawaii, assets vs. participants
Compare Hanalani Schools 403b Plan side-by-side with 3 peers →

Hanalani Schools 403b Plan's out-of-state Other peers by assets and headcount

Outside Hawaii, the nearest Other by assets is Section 403(b) Retirement Plan for Employees of Program Development Services, Inc. in NY ($7M); by covered participants it is Cathedral Home for Children Retirement Plan in WY (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hanalani Schools 403b Plan assets move in 2023? ▼
Hanalani Schools 403b Plan grew sharply - up 23.1% during 2023, from $6M to $7M. Reported net income was $1M.
How have Hanalani Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hanalani Schools's sponsor-wide assets grew 29.8%, from $6M to $8M.
Which Other plans are similar in size to Hanalani Schools 403b Plan? ▼
Among Other plans in other states, the closest by assets is Section 403(b) Retirement Plan for Employees of Program Development Services, Inc. in NY ($7M, 362 participants).
Which Other plans cover a similar participant headcount to Hanalani Schools 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Cathedral Home for Children Retirement Plan in WY (119 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237334963.

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.