Other · DOL Form 5500 · 2024
Kuakini Health System Retirement Plan
Data updated 2026-08-25
- $163M
- Total assets Near avg plan size
- 869
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $188,000
- Avg per participant Above avg balance/head
Official DOL plan name: Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan · Sponsored by Kuakini Health System · Hawaii · Healthcare & Social Assistance
$163M in assets, 869 participants
Kuakini Health System's Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan reported $163M in total assets and 869 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,920 in Healthcare & Social Assistance (16,916 peers)
Coverage in Hawaii
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan covers 869 participants in Hawaii, 2.3x the typical Hawaii plan (state average ~380 per filing). Assets: $163M.
- #15,920
- in Healthcare & Social Assistance (16,916 peers)
- +9.6%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan's outsized position by total assets
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$163,371,737 Top 7% higher than 93% 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
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity 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. Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan sits mid-pack in the medium band (869 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan reported net income fell from $18M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan end-of-year assets rose from $149M in the plan year 2023 filing to $163M in the plan year 2024 filing.
DOL schedule card
Filing strip 990225140 · Kuakini Health System PY 2024 · Other
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan · $163M · 869 · 93rd
- ASSETS $163M
- ASSETS 869
- ASSETS 93rd
- ASSETS Other
- ASSETS near Nazareth University Defined Contribution Retirement Plan
- ASSETS ind #15920
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 →
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $163M |
| Net Income | $14M |
| Employer EIN | 990225140 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kuakini Health System)
Sponsor-wide plan assets over time
All Kuakini Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $233M 0.34147598264395695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,249 | $232M |
| 2023 | 2 | 1,187 | $218M |
| 2024 | 2 | 1,159 | $233M |
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
- The Queen's Health Systems Retirement Plus Plan $113M · 541
- Mid-Pacific Institute 403(b) Retirement Plan $88M · 216
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is Nazareth University Defined Contribution Retirement Plan in NY ($163M); by covered participants it is University of St. Thomas 403(b) Retirement Plan in TX (869 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($163M here).
Similar participant headcount
Nearest other-state filings by covered participants (869 participants); asset peers above are excluded.
- University of St. Thomas 403(b) Retirement Plan (TX) 869 · 0 off
- Mental Health Cooperative Retirement Plan (TN) 869 · 0 off
- Oclc Supplemental Plan (OH) 870 · 1 off
- Hillel the Foundation for Jewish Campus Life 403(b) DC-Tda (DC) 868 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.