Profit Sharing · DOL Form 5500 · 2024

Waimanalo Health Center Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
145
Participants Small participant base
50th
Percentile by assets National rank
$52,170
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

$8M in assets, 145 participants

Waimanalo Health Center's Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan reported $8M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,244 in Healthcare & Social Assistance (16,916 peers)

Coverage in Hawaii

Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan covers 145 participants in Hawaii, about 38% of the average Hawaii filer (state average ~380 per filing). Assets: $8M.

#9,244
in Healthcare & Social Assistance (16,916 peers)
+37.7%
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 2024 · DOL Form 5500

$7,564,638 Top 50% higher than 50% 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

Waimanalo Health Center 403(b) 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. Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan end-of-year assets rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan reported participants rose from 132 in the plan year 2023 filing to 145 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 990273205 · Waimanalo Health Center PY 2024 · Profit Sharing

Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan · $8M · 145 · 50th

  • EOY $8M
  • 5500 145
  • ASSETS 50th
  • PCT Profit Sharing
  • EIN near Dr. Wilmer H Valentin Gonzalez Retirement Plan
  • RANK ind #9244

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

Contractor's Supplies Inc Psp$8MNephrology & Hypertension Specialists, LLC Profit Sharing PlanNephrology & Hypertension Sp…$8MWaimanalo Health Center 403(b) Tax Sheltered Annuity PlanWaimanalo Health Center 403(…$8MDr. Wilmer H Valentin Gonzalez Retirement PlanDr. Wilmer H Valentin Gonzal…$8MMiklos Foot and Ankle Specialists, P. C. Employees Profit Sharing PlanMiklos Foot and Ankle Specia…$8M
End-of-year total assets ($M) among Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$2M
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. 05001000150020002500 -1000100200300400500 Total assets ($M) Participants Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan, Total assets ($M): 7.564638 · Participants: 145Waimanalo Health Center 403(b) Tax Sheltered Annuity PlanHawaii Electricians Annuity Plan, Total assets ($M): 437.680126 · Participants: 2222Hawaii Electricians Annuity PlanHawaii Sheet Metal Workers Annuity Profit Sharing, Total assets ($M): 108.876428 · Participants: 571Hawaii Sheet Metal Workers Annuity Profit SharingSimplicityhr 401(k) Retirement Savings Plan, Total assets ($M): 102.219083 · Participants: 1505Simplicityhr 401(k) Retirement Savings PlanHawaiiusa Fcu Retirement Plan, Total assets ($M): 62.475119 · Participants: 395Hawaiiusa Fcu Retirement PlanHawaiian Dredging Construction Company Profit Sharing Plan, Total assets ($M): 41.050282 · Participants: 308Hawaiian Dredging Construction Company 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 Dr. Wilmer H Valentin Gonzalez Retirement Plan in PR ($8M); by covered participants it is Southern Concrete Products, Inc. Profit Sharing Plan in TN (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan assets move in 2024? ▼
Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan surged - up 37.7% during 2024, from $5M to $8M. Reported net income was $2M.
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 Dr. Wilmer H Valentin Gonzalez Retirement Plan in PR ($8M, 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 Southern Concrete Products, Inc. Profit Sharing Plan in TN (145 participants, $781K 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 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.