Other · DOL Form 5500 · 2024

Hale Kipa Inc Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 106
Participants Small participant base: 43rd
Percentile by assets National rank: $48,679
Avg per participant Low balance/head

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Official DOL plan name: Hale Kipa Inc. 403b Plan · Sponsored by Hale Kipa Inc · Hawaii · Healthcare & Social Assistance

$5M in assets, 106 participants

Hale Kipa Inc's Hale Kipa Inc. 403b Plan reported $5M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

#7,739 in Healthcare & Social Assistance (16,916 peers)

Coverage in Hawaii

Hale Kipa Inc. 403b Plan covers 106 participants in Hawaii, about 28% of the average Hawaii filer (state average ~380 per filing). Assets: $5M.

#7,739
in Healthcare & Social Assistance (16,916 peers): +12.3%
assets growth YoY

Hale Kipa Inc. 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hale Kipa Inc. 403b Plan vs every filed plan by assets

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

$5,159,941 43rd percentile higher than 43% 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

Hale Kipa Inc. 403b 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. Hale Kipa Inc. 403b Plan sits mid-pack in the medium band (106 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Hale Kipa Inc. 403b Plan reported net income rose from -$16K in the plan year 2023 filing to $564K in the plan year 2024 filing.
Hale Kipa Inc. 403b Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Hale Kipa Inc. 403b Plan reported participants fell from 117 in the plan year 2023 filing to 106 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 237061499 · Hale Kipa Inc PY 2024 · Other

Hale Kipa Inc. 403b Plan · $5M · 106 · 43rd

RANK $5M
RANK 106
RANK 43rd
RANK Other
RANK near Clatsop Behavioral Healthcare 403(b) Plan
RANK ind #7739

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 →

End-of-year total assets ($M) among Hale Kipa Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	$564K
Employer EIN	237061499
Plan Effective Date	2010-12-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Hale Kipa Inc)

Latest sponsor-wide plan assets: $5M 11.898309296969147% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	120	$5M
2023	1	117	$5M
2024	1	106	$5M

Nearby Other Plans in Hawaii

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

Hale Kipa Inc. 403b Plan vs. nearby Other plans in Hawaii, assets vs. participants

Hawai'i Pacific Health 403(b) Savings Plan $1.5B · 7,386
Punahou School Defined Contribution Retirement Plan $326M · 1,542
Iolani School Defined Contribution Retirement Plan $203M · 514
Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $163M · 869
The Queen's Health Systems Retirement Plus Plan $113M · 541

Compare Hale Kipa Inc. 403b Plan side-by-side with 3 peers →

Hale Kipa Inc. 403b Plan's out-of-state Other peers by assets and headcount

Outside Hawaii, the nearest Other by assets is Clatsop Behavioral Healthcare 403(b) Plan in OR ($5M); by covered participants it is 403(b) Thrift Plan of Human Development Commission in MI (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Clatsop Behavioral Healthcare 403(b) Plan (OR) $5M · 138
Mountain Island Charter School 403b Plan (NC) $5M · 284
The International Preschools 403(b)DC Plan (NY) $5M · 25
Lifestream Services Inc. Retirement Savings Plan (IN) $5M · 171

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

403(b) Thrift Plan of Human Development Commission (MI) 106 · 0 off
Quality Progressions 403(b) Plan (PA) 106 · 0 off
Gould Academy Retirement Plan (ME) 106 · 0 off
The Roeper School Savings and Match Plan (MI) 106 · 0 off

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 Hale Kipa Inc. 403b Plan assets move in 2024? ▼

Hale Kipa Inc. 403b Plan grew at a solid clip - up 12.3% during 2024, from $5M to $5M. Reported net income was $564K.

How have Hale Kipa Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hale Kipa Inc's sponsor-wide assets grew 11.9%, from $5M to $5M.

Which Other plans are similar in size to Hale Kipa Inc. 403b Plan? ▼

Among Other plans in other states, the closest by assets is Clatsop Behavioral Healthcare 403(b) Plan in OR ($5M, 138 participants).

Which Other plans cover a similar participant headcount to Hale Kipa Inc. 403b Plan? ▼

Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Human Development Commission in MI (106 participants, $3M 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 237061499.