401(k) · DOL Form 5500 · 2024

Waikiki Health 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
201
Participants Below avg headcount
61st
Percentile by assets National rank
$63,646
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Waikiki Health · Sponsored by Waikiki Health · Hawaii · Healthcare & Social Assistance

$13M in assets, 201 participants

Waikiki Health's 403(b) Thrift Plan of Waikiki Health reported $13M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,222 in Healthcare & Social Assistance (16,916 peers)

Waikiki Health multi-year trail

Waikiki Health's plans moved +47.7% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Waikiki Health at $13M / 201 participants.

#11,222
in Healthcare & Social Assistance (16,916 peers)
+20.9%
assets growth YoY

403(b) Thrift Plan of Waikiki Health's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Waikiki Health vs every filed plan by assets

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

$12,792,796 Top 39% higher than 61% 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

403(b) Thrift Plan of Waikiki Health 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. 403(b) Thrift Plan of Waikiki Health sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Waikiki Health end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Waikiki Health reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Waikiki Health reported participants fell from 205 in the plan year 2023 filing to 201 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 990159253 · Waikiki Health PY 2024 · 401(k)

403(b) Thrift Plan of Waikiki Health · $13M · 201 · 61st

  • PART $13M
  • TYPE 201
  • NET 61st
  • BOOK 401(k)
  • VS-ST near Outdoor Research, LLC 401(k) Retirement Savings Plan
  • BOY ind #11222

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 →

403(b) Thrift Plan of Waikiki Health in the asset neighbourhood

403(b) Thrift Plan of Waikiki Health403(b) Thrift Plan of Waikik…$13MOutdoor Research, LLC 401(k) Retirement Savings PlanOutdoor Research, LLC 401(k)…$13M401(k) Profit Sharing Plan for Employees of Beacon Group, Inc.401(k) Profit Sharing Plan f…$13MOnpoint Industrial Services, LLC 401(k) PlanOnpoint Industrial Services,…$13MNew Generation Wellness, Inc. 401(k) Profit Sharing PlanNew Generation Wellness, Inc…$13M
End-of-year total assets ($M) among 403(b) Thrift Plan of Waikiki Health and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Waikiki Health multi-year asset trail

Sponsor-wide plan assets over time

All Waikiki Health plans reported in each filing year

Latest sponsor-wide plan assets
$13M 47.73619228345846% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.66M $12.8M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 212 $9M
2023 1 205 $11M
2024 1 201 $13M

Waikiki Health filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN990159253
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Waikiki Health vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants 403(b) Thrift Plan of Waikiki Health, Total assets ($B): 0.012792796 · Participants: 201403(b) Thrift Plan of Waikiki HealthThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.952191043 · Participants: 9096The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.819916775 · Participants: 1895Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.780660919 · Participants: 2732Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.695629837 · Participants: 1140Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.653492062 · Participants: 2514Kamehameha Schools 401(k) Retirement Savings Plan
403(b) Thrift Plan of Waikiki Health vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare 403(b) Thrift Plan of Waikiki Health side-by-side with 3 peers →

403(b) Thrift Plan of Waikiki Health's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Outdoor Research, LLC 401(k) Retirement Savings Plan in WA ($13M); by covered participants it is Osi Digital, Inc. 401(k) Plan in CA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 403(b) Thrift Plan of Waikiki Health assets move in 2024? ▼
403(b) Thrift Plan of Waikiki Health grew sharply - up 20.9% during 2024, from $11M to $13M. Reported net income was $2M.
How have Waikiki Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waikiki Health's sponsor-wide assets grew 47.7%, from $9M to $13M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Waikiki Health? ▼
Among 401(k) plans in other states, the closest by assets is Outdoor Research, LLC 401(k) Retirement Savings Plan in WA ($13M, 290 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Waikiki Health? ▼
Among 401(k) plans in other states, the closest by covered participants is Osi Digital, Inc. 401(k) Plan in CA (201 participants, $21M 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 990159253.

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.