Kamehameha Schools 401(k) and pension plans

Kamehameha Schools, Honolulu, HI. EIN 99-0073480. Annual reports 2009–2025. Also filed as Estate of Bernice Pauahi Bishop (Kamehameha Schools).

Kamehameha Schools has 3 active retirement plans on file. The largest is the Kamehemeha Schools 403(b) Retirement Savings Plan, with 333 participants and $4.7 million in assets in 2025.

Active plans
3
Participants
6,567
Plan assets
$950 million
401(k) recordkeeper
Fidelity
Plans on file
3
Industry
Education

All 3 plans

Active plans first

Kamehemeha Schools 403(b) Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
008Employer EIN 99-0073480
Participants (2025)
333
Net assets (2025)
$4.7 million
Last listed recordkeeper
FidelityEarlier: T. Rowe Price (2009–2019)
Plan administrator
Kamehameha Schools
567 South King Street, Suite 105
Honolulu, HI 96813
(808) 523-6332As filed for 2025
In effect since
July 1, 2002

Earlier plan names: Kamehameha Schools 403(b) Retirement Savings Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
2025333$4.7 millionnot listed
2024354$4.4 millionnot listed
2023374$3.9 millionnot listed
2022395$3.3 millionFidelity
2021430$3.2 millionFidelity
2020461$2.8 millionFidelity
2019470$2.7 millionT. Rowe Price
2018516$3.0 millionT. Rowe Price
2017559$3.9 millionT. Rowe Price
2016727$3.9 millionT. Rowe Price
2015770$3.9 millionT. Rowe Price
2014824$4.0 millionT. Rowe Price
2013884$4.3 millionT. Rowe Price
2012926$3.9 millionT. Rowe Price
2011981$3.5 millionT. Rowe Price
20101,028$3.9 millionT. Rowe Price
20091,084$3.8 millionT. Rowe Price

Kamehameha Schools 401(k) Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
007Employer EIN 99-0073480
Participants (2024)
3,537
Net assets (2024)
$653 million
Recordkeeper
FidelityEarlier: T. Rowe Price (2009–2019)
Plan administrator
Estate of Bernice Pauahi Bishop (Kamehameha Schools)
567 South King Street, Suite 105
Honolulu, HI 96813
(808) 523-6332As filed for 2024
In effect since
July 1, 2002

Earlier sponsor: Kamehameha Schools (2009–2019).

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,537$653 millionFidelity
20233,474$558 millionFidelity
20223,373$456 millionFidelity
20213,867$532 millionFidelity
20203,329$447 millionFidelity
20193,924$387 millionT. Rowe Price
20183,428$304 millionT. Rowe Price
20173,312$307 millionT. Rowe Price
20163,270$243 millionT. Rowe Price
20153,195$206 millionT. Rowe Price
20143,146$193 millionT. Rowe Price
20133,185$176 millionT. Rowe Price
20123,122$136 millionT. Rowe Price
20112,871$109 millionT. Rowe Price
20102,870$100 millionT. Rowe Price
20092,825$77.8 millionT. Rowe Price

Kamehameha Schools Retirement Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 99-0073480
Participants (2024)
2,697
Net assets (2024)
$292 million
Plan administrator
Kamehameha Schools
567 South King Street, Suite 105
Honolulu, HI 96813
(808) 534-8066As filed for 2024
In effect since
January 1, 1972
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,697$292 millionnot listed
20232,749$300 millionnot listed
20222,796$311 millionnot listed
20212,851$333 millionnot listed
20202,892$428 millionnot listed
20192,922$443 millionnot listed
20182,957$402 millionnot listed
20172,978$357 millionnot listed
20163,263$393 millionnot listed
20153,264$367 millionnot listed
20143,349$290 millionnot listed
20133,318$305 millionnot listed
20123,168$273 millionnot listed
20113,124$264 millionnot listed
20103,044$245 millionnot listed
20092,877$185 millionnot listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Kamehameha Schools 401(k) Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((808) 523-6332). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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