Profit Sharing · DOL Form 5500 · 2024

Hanalani Schools Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
124
Participants Small participant base
50th
Percentile by assets National rank
$62,438
Avg per participant Low balance/head
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Official DOL plan name: Hanalani Schools 403(b) Plan · Sponsored by Hanalani Schools · Hawaii · Educational Services

$8M in assets, 124 participants

Hanalani Schools's Hanalani Schools 403(b) Plan reported $8M in total assets and 124 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.

  • #1,224 in Educational Services (3,638 peers)

Coverage in Hawaii

Hanalani Schools 403(b) Plan covers 124 participants in Hawaii, about 33% of the average Hawaii filer (state average ~380 per filing). Assets: $8M.

#1,224
in Educational Services (3,638 peers)
+5.5%
assets growth YoY

Hanalani Schools 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Hanalani Schools 403(b) Plan vs every filed plan by assets

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

$7,742,322 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

Hanalani Schools 403(b) 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. Hanalani Schools 403(b) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hanalani Schools 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $401K in the plan year 2024 filing.
  • Hanalani Schools 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Hanalani Schools 403(b) Plan reported participants rose from 119 in the plan year 2023 filing to 124 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 237334963 · Hanalani Schools PY 2024 · Profit Sharing

Hanalani Schools 403(b) Plan · $8M · 124 · 50th

  • VS-ST $8M
  • VS-ST 124
  • VS-ST 50th
  • VS-ST Profit Sharing
  • VS-ST near Aerostar Savings & Retiremen Plan
  • VS-ST ind #1224

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 →

Hanalani Schools 403(b) Plan in the asset neighbourhood

The Chaffin Law Firm, P.C. Profit Sharing PlanThe Chaffin Law Firm, P.C. P…$8MEnvironmental Mechanical Equipment Co., Inc. Profit Sharing PlanEnvironmental Mechanical Equ…$8MThe Carol Woods Profit Sharing PlanThe Carol Woods Profit Shari…$8MHanalani Schools 403(b) Plan$8MAerostar Savings & Retiremen PlanAerostar Savings & Retiremen…$8M
End-of-year total assets ($M) among Hanalani Schools 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$401K
Employer EIN237334963
Plan Effective Date2017-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hanalani Schools)

Sponsor-wide plan assets over time

All Hanalani Schools plans reported in each filing year

Latest sponsor-wide plan assets
$8M 29.780329694036574% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.97M $7.74M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 111 $6M
2023 1 119 $7M
2024 1 124 $8M

Nearby Profit Sharing Plans in Hawaii

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

Hanalani Schools 403(b) Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -1000100200300400500 Total assets ($M) Participants Hanalani Schools 403(b) Plan, Total assets ($M): 7.742322 · Participants: 124Hanalani Schools 403(b) 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
Hanalani Schools 403(b) Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
Compare Hanalani Schools 403(b) Plan side-by-side with 3 peers →

Hanalani Schools 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Hawaii, the nearest Profit Sharing by assets is Aerostar Savings & Retiremen Plan in PR ($8M); by covered participants it is Super Automotive Products, Inc. Retirement Plan in PR (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Hanalani Schools 403(b) Plan assets move in 2024? ▼
Hanalani Schools 403(b) Plan grew at a solid clip - up 5.5% during 2024, from $7M to $8M. Reported net income was $401K.
How have Hanalani Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hanalani Schools's sponsor-wide assets grew 29.8%, from $6M to $8M.
Which Profit Sharing plans are similar in size to Hanalani Schools 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aerostar Savings & Retiremen Plan in PR ($8M, 276 participants).
Which Profit Sharing plans cover a similar participant headcount to Hanalani Schools 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Super Automotive Products, Inc. Retirement Plan in PR (124 participants, $4M 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 237334963.

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.