Other · DOL Form 5500 · 2024
Kokua Kalihi Valley Comprehensive Family Services Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 281
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $68,060
- Avg per participant Below avg balance/head
Official DOL plan name: Kkv Retirement Plan · Sponsored by Kokua Kalihi Valley Comprehensive Family Services · Hawaii · Healthcare & Social Assistance
$19M in assets, 281 participants
Kokua Kalihi Valley Comprehensive Family Services's Kkv Retirement Plan reported $19M in total assets and 281 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,534 in Healthcare & Social Assistance (16,916 peers)
Kokua Kalihi Valley Comprehensive Family Services multi-year trail
Kokua Kalihi Valley Comprehensive Family Services's plans moved +36.3% in assets from 2022 to 2024; this filing shows Kkv Retirement Plan at $19M / 281 participants.
- #12,534
- in Healthcare & Social Assistance (16,916 peers)
- +12.0%
- assets growth YoY
Kkv Retirement Plan's outsized position by total assets
Kkv Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,124,984 Top 31% higher than 69% 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
Kkv 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. Kkv Retirement Plan sits mid-pack in the medium band (281 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kkv Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Kkv Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Kkv Retirement Plan reported participants fell from 302 in the plan year 2023 filing to 281 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 990149797 · Kokua Kalihi Valley Comprehensive Family Services PY 2024 · Other
Kkv Retirement Plan · $19M · 281 · 69th
- RANK $19M
- RANK 281
- RANK 69th
- RANK Other
- RANK near Boone Health 403(b)
- RANK ind #12534
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 →
Kkv Retirement Plan in the asset neighbourhood
Kokua Kalihi Valley Comprehensive Family Services multi-year asset trail
Sponsor-wide plan assets over time
All Kokua Kalihi Valley Comprehensive Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 36.280102340207435% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 274 | $14M |
| 2023 | 1 | 302 | $17M |
| 2024 | 1 | 281 | $19M |
Kokua Kalihi Valley Comprehensive Family Services filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 990149797 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
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
- 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
Kkv Retirement Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Boone Health 403(b) in MO ($19M); by covered participants it is Manhattanville College 403(b) Retirement Plan in NY (281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Boone Health 403(b) (MO) $19M · N/A
- Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan (PR) $19M · 76
- Employee Benefit Plan of Summit Plastics, Inc. (MS) $19M · 279
- Sayre School 403(b) DC Plan (KY) $19M · 179
Similar participant headcount
Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.
- Manhattanville College 403(b) Retirement Plan (NY) 281 · 0 off
- Brightpoint 403(b) Plan (IN) 281 · 0 off
- Candid DC Plan (NY) 281 · 0 off
- 403(b) Thrift Plan for Employees of Presbyterian Children's Homes and Services (TX) 281 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.