How big is Kamehameha Schools' plan?

Kamehameha Schools' plan reported $294.1M in assets and 942 participants for 2024.

Original filing (PDF)20260303171200NAL0001477139001

Kamehameha Schools

Name: Kamehameha Schools — Kamehameha Schools Retirement, Form 5500 (2024)
Creator: Kamehameha Schools
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kamehameha Schools Retirement Plan

Defined-benefit pension plan · Kamehameha Schools' Kamehameha Schools Retirement Plan held $294.1M in plan assets for 942 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

942

Accounts w/ balance

—

Plan assets (EOY)

$294.1M

Net assets (EOY)

$292.1M

Plan identifiers

Kamehameha Schools' EIN is 99-0073480.

EIN 99-0073480

Plan number 002

Plan year 2024

ACK ID 20260303171200NAL0001477139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kamehameha Schools from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kamehameha Schools' plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAMEHAMEHA SCHOOLS.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (12th percentile).
Plan is frozen (1I) — no new benefit accrual.

Plan sponsor

Name

KAMEHAMEHA SCHOOLS

EIN

all filings

Address

567 SOUTH KING STREET · SUITE 105 · HONOLULU, HI · 96813

Phone

(808) 534-8066

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-03

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

ACCUITY, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE BANK OF NEW YORK MELLON	13-5160382	—	TRUSTEE CUSTODIAN	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLINGTON MANAGEMENT COMPANY, LLP	30-0835489	—	INVESTMENT MANAGER	$649K	—

Investments

1 pooled fund· $11.3M(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.