Other · DOL Form 5500 · 2024

Hawaii Pacific University Retirement Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
486
Participants Below avg headcount
89th
Percentile by assets National rank
$177,318
Avg per participant Above avg balance/head
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Official DOL plan name: Hawaii Pacific University 403(b) Retirement Plan · Sponsored by Hawaii Pacific University · Hawaii · Educational Services

$86M in assets, 486 participants

Hawaii Pacific University's Hawaii Pacific University 403(b) Retirement Plan reported $86M in total assets and 486 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,935 in Educational Services (3,638 peers)

Where Hawaii Pacific University 403(b) Retirement Plan sits by assets

Hawaii Pacific University 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $86M for 486 participants (~$177,318/participant), up 11.7% in 2024.

#2,935
in Educational Services (3,638 peers)
+11.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Hawaii Pacific University 403(b) Retirement Plan's outsized position by total assets

Hawaii Pacific University 403(b) Retirement Plan vs every filed plan by assets

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

$86,176,603 Top 11% higher than 89% 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

Hawaii Pacific University 403(b) Retirement 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. Hawaii Pacific University 403(b) Retirement Plan sits mid-pack in the medium band (486 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hawaii Pacific University 403(b) Retirement Plan reported participants fell from 1,027 in the plan year 2023 filing to 486 in the plan year 2024 filing.
  • Hawaii Pacific University 403(b) Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Hawaii Pacific University 403(b) Retirement Plan end-of-year assets rose from $77M in the plan year 2023 filing to $86M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 990113930 · Hawaii Pacific University PY 2024 · Other

Hawaii Pacific University 403(b) Retirement Plan · $86M · 486 · 89th

  • EIN $86M
  • RANK 486
  • PHOTO 89th
  • IND Other
  • EOY near Drake University Voluntary Tax-Deferred Annuity Retirement Plan
  • 5500 ind #2935

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 →

Hawaii Pacific University 403(b) Retirement Plan in the asset neighbourhood

Drake University Voluntary Tax-Deferred Annuity Retirement PlanDrake University Voluntary T…$86MHawaii Pacific University 403(b) Retirement PlanHawaii Pacific University 40…$86MIBEW Local 596 Pension Fund$86MFrancis W. Parker School Defined Contribution Retirement PlanFrancis W. Parker School Def…$86MClinica Sierra Vista Retirement PlanClinica Sierra Vista Retirem…$86M
End-of-year total assets ($M) among Hawaii Pacific University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$86M
Net Income$9M
Employer EIN990113930
Plan Effective Date1980-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawaii Pacific University)

Sponsor-wide plan assets over time

All Hawaii Pacific University plans reported in each filing year

Latest sponsor-wide plan assets
$86M 29.08750663943829% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $66.8M $86.2M ▲ +29.1%
Year Plans Participants Total Assets
2022 2 888 $67M
2023 1 1,027 $77M
2024 1 486 $86M

Nearby Other Plans in Hawaii

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

Hawaii Pacific University 403(b) Retirement Plan vs. nearby Other plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 02000400060008000 00.511.52 Total assets ($B) Participants Hawaii Pacific University 403(b) Retirement Plan, Total assets ($B): 0.086176603 · Participants: 486Hawaii Pacific University 403(b) Retirement PlanHawai'i Pacific Health 403(b) Savings Plan, Total assets ($B): 1.528625353 · Participants: 7386Hawai'i Pacific Health 403(b) Savings PlanPunahou School Defined Contribution Retirement Plan, Total assets ($B): 0.326210553 · Participants: 1542Punahou School Defined Contribution Retirement PlanIolani School Defined Contribution Retirement Plan, Total assets ($B): 0.202673595 · Participants: 514Iolani School Defined Contribution Retirement PlanKuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan, Total assets ($B): 0.163371737 · Participants: 869Kuakini Health System 403(b) Matching Tax-Sheltered Annuity PlanThe Queen's Health Systems Retirement Plus Plan, Total assets ($B): 0.1125407 · Participants: 541The Queen's Health Systems Retirement Plus Plan
Hawaii Pacific University 403(b) Retirement Plan vs. nearby Other plans in Hawaii, assets vs. participants

Hawaii Pacific University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Hawaii, the nearest Other by assets is Drake University Voluntary Tax-Deferred Annuity Retirement Plan in IA ($86M); by covered participants it is Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan in NC (486 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (486 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 Hawaii Pacific University 403(b) Retirement Plan assets move in 2024?
Hawaii Pacific University 403(b) Retirement Plan grew at a solid clip - up 11.7% during 2024, from $77M to $86M. Reported net income was $9M.
How have Hawaii Pacific University plan assets changed over time?
Across 3 plan years on file (2022-2024), Hawaii Pacific University's sponsor-wide assets grew 29.1%, from $67M to $86M.
Where does Hawaii Pacific University 403(b) Retirement Plan rank by assets among Form 5500 filers?
Hawaii Pacific University 403(b) Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Hawaii Pacific University 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Drake University Voluntary Tax-Deferred Annuity Retirement Plan in IA ($86M, 560 participants).
Which Other plans cover a similar participant headcount to Hawaii Pacific University 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan in NC (486 participants, $71M in assets).