Other · DOL Form 5500 · 2024
Kokua Kalihi Valley Comprehensive Family Services Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 281
- Participants
- 69th
- Percentile by assets
- $68,060
- Avg per participant
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.
- 69th percentile by assets (of 123,622 plans)
- #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.
- $19M
- total plan assets (2024 EOY)
- 281
- covered participants
- 69th
- percentile by assets (of 123,622 plans)
- $68,060
- avg assets per participant
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.
Kokua Kalihi Valley Comprehensive Family Services across 3 plan years on file
Across the 3 plan years Kokua Kalihi Valley Comprehensive Family Services has on file (2022-2024), sponsor-wide plan assets have moved from $14M to $19M, a gain of 36.3%, while reported participants moved from 274 to 281 (+2.6%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($14M).
Kokua Kalihi Valley Comprehensive Family Services multi-year asset trail
| 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.
Kkv Retirement Plan vs. nearby Other plans in Hawaii, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Kkv Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Kkv Retirement Plan assets move in 2024? ▼
How have Kokua Kalihi Valley Comprehensive Family Services plan assets changed over time? ▼
Which Other plans are similar in size to Kkv Retirement Plan? ▼
Next read for Kkv Retirement Plan
Multi-year trail
Ways to act on Kkv Retirement Plan's numbers.
- By total assets, Kkv Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Hawaii. Compare plans
- Kokua Kalihi Valley Comprehensive Family Services's sponsor-wide assets have grown 36.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans