Defined Benefit (Pension) · DOL Form 5500 · 2024
Kamehameha Schools Pension Plan
Data updated 2026-08-25
- $294M
- Total assets Near avg plan size
- 1,010
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $291,229
- Avg per participant High balance/head
Official DOL plan name: Kamehameha Schools Retirement Plan · Sponsored by Kamehameha Schools · Hawaii · Educational Services
$294M in assets, 1,010 participants
Kamehameha Schools's Kamehameha Schools Retirement Plan reported $294M in total assets and 1,010 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,382 in Educational Services (3,638 peers)
Coverage in Hawaii
Kamehameha Schools Retirement Plan covers 1,010 participants in Hawaii, 2.7x the typical Hawaii plan (state average ~380 per filing). Assets: $294M.
- #3,382
- in Educational Services (3,638 peers)
- -3.7%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kamehameha Schools Retirement Plan's outsized position by total assets
Kamehameha Schools Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$294,141,578 Top 4% higher than 96% 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
Kamehameha Schools Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kamehameha Schools Retirement Plan lands in the large band (1,010 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kamehameha Schools Retirement Plan reported net income rose from -$11M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- Kamehameha Schools Retirement Plan reported participants fell from 1,072 in the plan year 2023 filing to 1,010 in the plan year 2024 filing.
- Kamehameha Schools Retirement Plan end-of-year assets fell from $305M in the plan year 2023 filing to $294M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 990073480 · Kamehameha Schools PY 2024 · Defined Benefit (Pension)
Kamehameha Schools Retirement Plan · $294M · 1,010 · 96th
- EBSA $294M
- PART 1,010
- TYPE 96th
- NET Defined Benefit (Pension)
- BOOK near Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company
- VS-ST ind #3382
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 Educational Services retirement plans → · Plans in Hawaii →
Kamehameha Schools Retirement Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $305M |
|---|---|
| Net Assets (End of Year) | $292M |
| Net Income | -$8M |
| Employer EIN | 990073480 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kamehameha Schools)
Sponsor-wide plan assets over time
All Kamehameha Schools plans reported in each filing year
- Latest sponsor-wide plan assets
- $952M 23.00111995641892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,573 | $774M |
| 2023 | 3 | 3,921 | $867M |
| 2024 | 3 | 3,891 | $952M |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries $1.9B · 2,268
- Hotel Union and Hotel Industry of Hawaii Pension Plan $763M · 7,636
- Pamcah-Ua Local 675 Pension Plan $622M · 1,532
- The Queen's Health Systems Pension Plan $468M · 4,992
- Hawaii Pacific Health Retirement Plan $430M · 5,658
Kamehameha Schools Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company in OR ($294M); by covered participants it is 32bj/Broadway League Pension Fund in NY (1,009 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($294M here).
- Retirement Plan for Bargaining Unit and Non-Bargaining Unit Employees of Northwest Natural Gas Company (OR) $294M · 311
- Compensation at Retirement Plan (IL) $293M · 3,066
- Barnes Group Inc. Consolidated Pension Plan (CT) $295M · 104
- Seneca Foods Corporation Employees' Pension Benefit Plan (NY) $293M · 1,808
Similar participant headcount
Nearest other-state filings by covered participants (1,010 participants); asset peers above are excluded.
- 32bj/Broadway League Pension Fund (NY) 1,009 · 1 off
- Pension Plan for Employees of Hns Management Co Inc Represented by Atu (CT) 1,013 · 3 off
- Pacificorp Retirement Plan (OR) 1,007 · 3 off
- Meriter Health Services Employee Retirement Plan (WI) 1,013 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.