Profit Sharing · DOL Form 5500 · 2023

Waimanalo Health Center Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
132
Participants Small participant base
46th
Percentile by assets National rank
$41,613
Avg per participant Low balance/head
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Official DOL plan name: Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan · Sponsored by Waimanalo Health Center · Hawaii · Healthcare & Social Assistance

$5M in assets, 132 participants

Waimanalo Health Center's Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan reported $5M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,942 in Healthcare & Social Assistance (17,684 peers)

Coverage in Hawaii

Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan covers 132 participants in Hawaii, about 35% of the average Hawaii filer (state average ~380 per filing). Assets: $5M.

#8,942
in Healthcare & Social Assistance (17,684 peers)
+25.7%
assets growth YoY

Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,492,922 46th percentile higher than 46% of 127,068 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 2023

Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan reported net income rose from -$140K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan reported participants rose from 112 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990273205 · Waimanalo Health Center PY 2023 · Profit Sharing

Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan · $5M · 132 · 46th

  • RANK $5M
  • PHOTO 132
  • IND 46th
  • EOY Profit Sharing
  • 5500 near M. Urbistondo and Y. Perez Retirement Plan
  • ASSETS ind #8942

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 →

Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in the asset neighbourhood

Crossroads Portfolio Inc. Retirement PlanCrossroads Portfolio Inc. Re…$5MWaimanalo Health Center 403(b) Tax Sheltered Annuity PlanWaimanalo Health Center 403(…$5MM. Urbistondo and Y. Perez Retirement PlanM. Urbistondo and Y. Perez R…$5MWraparound Services of the Hudson Valley Defined Contribution PlanWraparound Services of the H…$5MLaborers Local No. 1822 Defined Contribution PlanLaborers Local No. 1822 Defi…$5M
End-of-year total assets ($M) among Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN990273205
Plan Effective Date1996-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Waimanalo Health Center)

Sponsor-wide plan assets over time

All Waimanalo Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$12M 176.3675271197941% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $4.37M $12.1M ▲ +176.2%
Year Plans Participants Total Assets
2022 1 112 $4M
2023 1 132 $5M
2024 2 247 $12M

Nearby Profit Sharing Plans in Hawaii

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400500 Total assets ($M) Participants Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan, Total assets ($M): 5.492922 · Participants: 132Waimanalo Health Center 403(b) Tax Sheltered Annuity PlanHawaii Electricians Annuity Plan, Total assets ($M): 450.479567 · Participants: 2215Hawaii Electricians Annuity PlanHawaii Sheet Metal Workers Annuity Profit Sharing, Total assets ($M): 108.342276 · Participants: 514Hawaii Sheet Metal Workers Annuity Profit SharingHawaiiusa Fcu Retirement Plan, Total assets ($M): 55.609266 · Participants: 386Hawaiiusa Fcu Retirement PlanHawaiian Dredging Construction Company Profit Sharing Plan, Total assets ($M): 34.397084 · Participants: 296Hawaiian Dredging Construction Company Profit Sharing PlanUnlimited Construction Services Inc. 401(k) Profit Sharing Plan, Total assets ($M): 13.032649 · Participants: 105Unlimited Construction Services Inc. 401(k) Profit Sharing Plan
Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
Compare Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan side-by-side with 3 peers →

Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Hawaii, the nearest Profit Sharing by assets is M. Urbistondo and Y. Perez Retirement Plan in FL ($5M); by covered participants it is Seattle Humane Society 403(b) Retirement Plan in WA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan assets move in 2023? ▼
Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan grew sharply - up 25.7% during 2023, from $4M to $5M. Reported net income was $1M.
How have Waimanalo Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waimanalo Health Center's sponsor-wide assets grew 176.4%, from $4M to $12M.
Which Profit Sharing plans are similar in size to Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is M. Urbistondo and Y. Perez Retirement Plan in FL ($5M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Seattle Humane Society 403(b) Retirement Plan in WA (132 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990273205.

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.