401(k) · DOL Form 5500 · 2022

Hilo Medical Investors, Ltd 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
305
Participants Below avg headcount
68th
Percentile by assets National rank
$37,894
Avg per participant Low balance/head
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Official DOL plan name: Hilo Medical Investors Ltd 401(k) Plan · Sponsored by Hilo Medical Investors, Ltd · Hawaii · Healthcare & Social Assistance

$12M in assets, 305 participants

Hilo Medical Investors, Ltd's Hilo Medical Investors Ltd 401(k) Plan reported $12M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,626 in Healthcare & Social Assistance (20,060 peers)

Hilo Medical Investors, Ltd multi-year trail

Hilo Medical Investors, Ltd's plans moved +16.4% in assets from 2022 to 2024; this filing shows Hilo Medical Investors Ltd 401(k) Plan at $12M / 305 participants.

#14,626
in Healthcare & Social Assistance (20,060 peers)
-9.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hilo Medical Investors Ltd 401(k) Plan's outsized position by total assets

Hilo Medical Investors Ltd 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,557,782 Top 32% higher than 68% of 139,123 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 2022

Hilo Medical Investors Ltd 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hilo Medical Investors Ltd 401(k) Plan sits mid-pack in the medium band (305 participants).

Published 5500 schedule card

Filing strip 581339022 · Hilo Medical Investors, Ltd PY 2022 · 401(k)

Hilo Medical Investors Ltd 401(k) Plan · $12M · 305 · 68th

  • EOY $12M
  • EOY 305
  • EOY 68th
  • EOY 401(k)
  • EOY near Colwell Industries, Inc. 401(k) Savings Plan
  • EOY ind #14626

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 →

Hilo Medical Investors Ltd 401(k) Plan in the asset neighbourhood

Hilo Medical Investors Ltd 401(k) PlanHilo Medical Investors Ltd 4…$12MColwell Industries, Inc. 401(k) Savings PlanColwell Industries, Inc. 401…$12MUniversal Paragon Corporation 401(k) PlanUniversal Paragon Corporatio…$12MDickman Supply Company 401(k) Savings PlanDickman Supply Company 401(k…$12MMcgee Company 401(k) Profit Sharing PlanMcgee Company 401(k) Profit …$12M
End-of-year total assets ($M) among Hilo Medical Investors Ltd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hilo Medical Investors, Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Hilo Medical Investors, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.433533700497204% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.6M $13.5M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 305 $12M
2023 1 304 $12M
2024 1 339 $13M

Hilo Medical Investors, Ltd filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN581339022
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hilo Medical Investors Ltd 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Hilo Medical Investors Ltd 401(k) Plan, Total assets ($B): 0.011557782 · Participants: 305Hilo Medical Investors Ltd 401(k) PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.303213481 · Participants: 8104The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.679386573 · Participants: 2022Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.620580397 · Participants: 2630Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.459837917 · Participants: 856Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.456197903 · Participants: 2997Kamehameha Schools 401(k) Retirement Savings Plan
Hilo Medical Investors Ltd 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants

Hilo Medical Investors Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Colwell Industries, Inc. 401(k) Savings Plan in IN ($12M); by covered participants it is Unite Retirement Savings Plan in MO (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hilo Medical Investors Ltd 401(k) Plan assets move in 2022?
Hilo Medical Investors Ltd 401(k) Plan pulled back noticeably - down 9.2% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Hilo Medical Investors, Ltd plan assets changed over time?
Across 3 plan years on file (2022-2024), Hilo Medical Investors, Ltd's sponsor-wide assets grew 16.4%, from $12M to $13M.
Which 401(k) plans are similar in size to Hilo Medical Investors Ltd 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Colwell Industries, Inc. 401(k) Savings Plan in IN ($12M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Hilo Medical Investors Ltd 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Unite Retirement Savings Plan in MO (305 participants, $14M in assets).