Defined Benefit (Pension) · DOL Form 5500 · 2023
The Queen's Health Systems Pension Plan
Data updated 2026-08-25
- $505M
- Total assets Above avg plan size
- 5,037
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $100,332
- Avg per participant Below avg balance/head
Official DOL plan name: The Queen's Health Systems Pension Plan · Sponsored by The Queen's Health Systems · Hawaii · Healthcare & Social Assistance
$505M in assets, 5,037 participants
The Queen's Health Systems's The Queen's Health Systems Pension Plan reported $505M in total assets and 5,037 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,265 in Healthcare & Social Assistance (17,684 peers)
Coverage in Hawaii
The Queen's Health Systems Pension Plan covers 5,037 participants in Hawaii, 13x the typical Hawaii plan (state average ~380 per filing). Assets: $505M.
- #17,265
- in Healthcare & Social Assistance (17,684 peers)
- +5.8%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
The Queen's Health Systems Pension Plan's outsized position by total assets
The Queen's Health Systems Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$505,374,398 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Queen's Health Systems Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Queen's Health Systems Pension Plan lands in the large band (5,037 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Queen's Health Systems Pension Plan reported net income rose from -$139M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- The Queen's Health Systems Pension Plan end-of-year assets rose from $478M in the plan year 2022 filing to $505M in the plan year 2023 filing.
- The Queen's Health Systems Pension Plan reported participants fell from 5,260 in the plan year 2022 filing to 5,037 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 990238120 · The Queen's Health Systems PY 2023 · Defined Benefit (Pension)
The Queen's Health Systems Pension Plan · $505M · 5,037 · 97th
- PHOTO $505M
- PHOTO 5,037
- PHOTO 97th
- PHOTO Defined Benefit (Pension)
- PHOTO near Metal Lathers Local 46 Pension Fund
- PHOTO ind #17265
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 →
The Queen's Health Systems Pension Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $478M |
|---|---|
| Net Assets (End of Year) | $474M |
| Net Income | $27M |
| Employer EIN | 990238120 |
| Plan Effective Date | 1958-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Queen's Health Systems)
Sponsor-wide plan assets over time
All The Queen's Health Systems plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 34.419050981085014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 14,006 | $1.9B |
| 2023 | 3 | 14,236 | $2.2B |
| 2024 | 3 | 14,629 | $2.5B |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries $1.9B · 2,406
- Hotel Union and Hotel Industry of Hawaii Pension Plan $705M · 7,370
- Pamcah-Ua Local 675 Pension Plan $575M · 1,505
- Hawaii Pacific Health Retirement Plan $452M · 5,550
- Pamcah-Ua Local 675 Pension Plan $446M · 1,583
Scale composition for The Queen's Health Systems Pension Plan
The Queen's Health Systems Pension Plan reports $505M in end-of-year assets across 5,037 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $100,332 per participant (73% of the national average assets-per-participant) . Net income for plan year 2023 was $27M.
This plan identity (EIN 990238120, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $478M to $468M (-2.0%) while covered participants moved from 5,260 to 4,992 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,260 | $478M | Open filing |
| 2023 | 5,037 | $505M | This page |
| 2024 · index core | 4,992 | $468M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- The Queen's Health Systems Retirement Savings Plan (401(k), $2.0B, 9,096 participants)
- The Queen's Health Systems Pension Plan (Defined Benefit (Pension), $468M, 4,992 participants)
- The Queen's Health Systems Retirement Plus Plan (Other, $113M, 541 participants)
The Queen's Health Systems Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Metal Lathers Local 46 Pension Fund in NY ($506M); by covered participants it is Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund in PA (5,055 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($505M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,037 participants); asset peers above are excluded.
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund (PA) 5,055 · 18 off
- Albert Einstein Medical Center Employees Retirement Plan (PA) 5,019 · 18 off
- Central Laborers' Pension Fund (IL) 5,018 · 19 off
- The National Football League Club Employees Pension Plan (MD) 5,068 · 31 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.