Defined Benefit (Pension) · DOL Form 5500 · 2024

Kuakini Health System Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
290
Participants Below avg headcount
87th
Percentile by assets National rank
$239,361
Avg per participant Above avg balance/head
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Official DOL plan name: Kuakini Health System Retirement Plan · Sponsored by Kuakini Health System · Hawaii · Healthcare & Social Assistance

$69M in assets, 290 participants

Kuakini Health System's Kuakini Health System Retirement Plan reported $69M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,093 in Healthcare & Social Assistance (16,916 peers)

Where Kuakini Health System Retirement Plan sits by assets

Kuakini Health System Retirement Plan sits in the top quartile of all filed plans by assets, $69M for 290 participants (~$239,361/participant), up 1.2% in 2024.

#15,093
in Healthcare & Social Assistance (16,916 peers)
+1.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Kuakini Health System Retirement Plan's outsized position by total assets

Kuakini Health System Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$69,414,822 Top 13% higher than 87% of 123,620 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 2024

Kuakini Health System 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. Kuakini Health System Retirement Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kuakini Health System Retirement Plan reported net income rose from -$32M in the plan year 2023 filing to $892K in the plan year 2024 filing.
  • Kuakini Health System Retirement Plan reported participants fell from 316 in the plan year 2023 filing to 290 in the plan year 2024 filing.
  • Kuakini Health System Retirement Plan end-of-year assets rose from $69M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 990225140 · Kuakini Health System PY 2024 · Defined Benefit (Pension)

Kuakini Health System Retirement Plan · $69M · 290 · 87th

  • NET $69M
  • BOOK 290
  • VS-ST 87th
  • BOY Defined Benefit (Pension)
  • SCH near International Union of Elevator Constructors Officers and Employees Pension Plan
  • EBSA ind #15093

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 Retirement Plan in the asset neighbourhood

Shearman & Sterling LLP Cash Balance Pension PlanShearman & Sterling LLP Cash…$69MSiu Rivers Pension Trust$69MIBEW Local No. 223 Pension$69MInternational Union of Elevator Constructors Officers and Employees Pension PlanInternational Union of Eleva…$69MKuakini Health System Retirement PlanKuakini Health System Retire…$69M
End-of-year total assets ($M) among Kuakini Health System Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$69M
Net Income$892K
Employer EIN990225140
Plan Effective Date1960-07-01
Filing StatusFILING 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
$215M$220M$225M$230M$235M 202220232024 $232M $233M ▲ +0.3%
Year Plans Participants Total Assets
2022 2 1,249 $232M
2023 2 1,187 $218M
2024 2 1,159 $233M

Nearby Defined Benefit (Pension) Plans in Hawaii

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Kuakini Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants Kuakini Health System Retirement Plan, Total assets ($B): 0.069414822 · Participants: 290Kuakini Health System Retirement PlanRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.91294567 · Participants: 2268Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.762813335 · Participants: 7636Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.622083628 · Participants: 1532Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.467943122 · Participants: 4992The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.430124826 · Participants: 5658Hawaii Pacific Health Retirement Plan
Kuakini Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Kuakini Health System Retirement Plan side-by-side with 3 peers →

Kuakini Health System Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is International Union of Elevator Constructors Officers and Employees Pension Plan in MD ($69M); by covered participants it is Plumbers & Pipefitters Local 152 Pension Tr Fund in WV (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kuakini Health System Retirement Plan assets move in 2024? ▼
Kuakini Health System Retirement Plan edged up modestly - up 1.2% during 2024, from $69M to $69M. Reported net income was $892K.
How have Kuakini Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kuakini Health System's sponsor-wide assets grew 0.3%, from $232M to $233M.
Where does Kuakini Health System Retirement Plan rank by assets among Form 5500 filers? ▼
Kuakini Health System Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Kuakini Health System Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Union of Elevator Constructors Officers and Employees Pension Plan in MD ($69M, 38 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kuakini Health System Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers & Pipefitters Local 152 Pension Tr Fund in WV (290 participants, $59M in assets).

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 990225140.

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.