Defined Benefit (Pension) · DOL Form 5500 · 2024
Kamehameha Schools Pension Plan
Data updated 2026-08-11
- $294M
- Total assets
- 1,010
- Participants
- 96th
- Percentile by assets
- $291,229
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $294M
- total plan assets (2024 EOY)
- 1,010
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $291,229
- avg assets per participant
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.
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.
Participants vs Hawaii filers
In Hawaii, the average filing covers about 380 participants across 517 plans. Kamehameha Schools Retirement Plan reports 1,010 participants - 2.7x that state average ($294M EOY assets).
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)
| 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.
Kamehameha Schools Retirement Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Kamehameha Schools Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Kamehameha Schools Retirement Plan assets move in 2024? ▼
How have Kamehameha Schools plan assets changed over time? ▼
Where does Kamehameha Schools Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Kamehameha Schools Retirement Plan? ▼
Next read for Kamehameha Schools Retirement Plan
Filing takeaways
Ways to act on Kamehameha Schools Retirement Plan's numbers.
- By total assets, Kamehameha Schools Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Hawaii. Compare plans
- Kamehameha Schools's sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Educational Services plans