Hawaii › Health care and social assistance › 100 to 249 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Ali'i Health Center 403(b) Plan
Sponsored by Alii Health Center, Kailua Kona, HI
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 31 Dec 2024, Ali'i Health Center 403(b) Plan covered 135 participants. The plan is a profit-sharing plan sponsored by Alii Health Center of Kailua Kona, Hawaii.
No Schedule H financial statement is attached to this filing, so asset, contribution and fee figures are not available for the year.
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | — | $60,185 | $30,764 | $53,102 |
| Employer contributions per active participant | — | $2,447 | $1,536 | $2,175 |
| Schedule C compensation per participant | — | $194 | $93.85 | $123 |
| Schedule C compensation, share of net assets | — | 0.32% | 0.31% | 0.26% |
| Administrative expenses per participant | — | $176 | $86.53 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), health care and social assistance (9,402) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 135 | — | — | — | — | — |
| 2023 | 135 | — | — | — | — | — |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Principal Life Insurance Company | Contract Administrator; Participant loan processing | $1,962 | $0 |
| Wilshire Advisors | Investment advisory (plan) | $0 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Audit and compliance answers, as filed
- Accountant's opinionNot stated
- Audit scope limited under ERISA section 103(a)(3)(C)—
- Participant contributions reported as transmitted late—
- Covered by a fidelity bond—
- Blackout period during the year—
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2EProfit-sharing plan3DPre-approved pension plan2HPartial participant-directed account plan2GTotal participant-directed account plan3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 621111: Offices of Physicians (except mental health specialists).
Other plans of Alii Health Center
| Plan | Participants | Net assets |
|---|---|---|
| Ali'i Health Center 401(a) Plan | 185 | $4.3M |
Similar plans in Hawaii
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Premier Dental Group 401(k) Plan | Premier Dental Group | 136 | $923K | $6,785 |
| Goodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & Trust | Goodwill Industries of Hawaii, Inc. | 132 | $1.4M | $10,768 |
| Hale Kipa Inc. 403(b) Plan | Hale Kipa Inc. | 137 | $5.2M | $37,664 |
| Institute for Native Pacific Education and Culture 403(b) Plan | Institute for Native Pacific | 109 | $1.2M | $11,030 |
| Hepa 401(k) Profit Sharing Plan | Hawaii Emergency Physicians Associated, Inc. | 146 | $63.9M | $437,754 |
| Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan | Waimanalo Health Center | 165 | $7.6M | $45,846 |
Defined contribution plans in health care and social assistance closest in size.
Questions and answers
How big is Ali'i Health Center 403(b) Plan?
135 participants at the end of the plan year ending 31 Dec 2024, of whom 134 were active employees. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.
What does Alii Health Center contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
No financial schedules are attached to this filing.
Who runs the plan?
The sponsor is Alii Health Center. Recordkeeping or administration: Principal Life Insurance Company. Investment advisory or management: Wilshire Advisors. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing does not state an accountant's opinion type.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 16 Sep 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 83-3321758, plan 002, received 16 Sep 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.