Defined Benefit (Pension) · DOL Form 5500 · 2023
Hawaii Pacific Health Pension Plan
Data updated 2026-08-25
- $452M
- Total assets Above avg plan size
- 5,550
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $81,529
- Avg per participant Below avg balance/head
Official DOL plan name: Hawaii Pacific Health Retirement Plan · Sponsored by Hawaii Pacific Health · Hawaii · Healthcare & Social Assistance
$452M in assets, 5,550 participants
Hawaii Pacific Health's Hawaii Pacific Health Retirement Plan reported $452M in total assets and 5,550 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.
- #17,230 in Healthcare & Social Assistance (17,684 peers)
Coverage in Hawaii
Hawaii Pacific Health Retirement Plan covers 5,550 participants in Hawaii, 15x the typical Hawaii plan (state average ~380 per filing). Assets: $452M.
- #17,230
- in Healthcare & Social Assistance (17,684 peers)
- +11.0%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
Hawaii Pacific Health Retirement Plan's outsized position by total assets
Hawaii Pacific Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$452,484,278 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
Hawaii Pacific Health Retirement 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. Hawaii Pacific Health Retirement Plan lands in the large band (5,550 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hawaii Pacific Health Retirement Plan reported net income rose from -$150M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Hawaii Pacific Health Retirement Plan end-of-year assets rose from $408M in the plan year 2022 filing to $452M in the plan year 2023 filing.
- Hawaii Pacific Health Retirement Plan reported participants fell from 5,589 in the plan year 2022 filing to 5,550 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 990246363 · Hawaii Pacific Health PY 2023 · Defined Benefit (Pension)
Hawaii Pacific Health Retirement Plan · $452M · 5,550 · 97th
- PHOTO $452M
- PHOTO 5,550
- PHOTO 97th
- PHOTO Defined Benefit (Pension)
- PHOTO near Pension Plan for All Eligible Employees of Crane
- PHOTO ind #17230
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 →
Hawaii Pacific Health Retirement Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $408M |
|---|---|
| Net Assets (End of Year) | $452M |
| Net Income | $45M |
| Employer EIN | 990246363 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaii Pacific Health)
Sponsor-wide plan assets over time
All Hawaii Pacific Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 26.913584687654225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 12,615 | $1.6B |
| 2023 | 3 | 12,687 | $1.9B |
| 2024 | 3 | 13,044 | $2.1B |
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
- The Queen's Health Systems Pension Plan $505M · 5,037
- Pamcah-Ua Local 675 Pension Plan $446M · 1,583
Scale composition for Hawaii Pacific Health Retirement Plan
Hawaii Pacific Health Retirement Plan reports $452M in end-of-year assets across 5,550 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $81,529 per participant (59% of the national average assets-per-participant) . Net income for plan year 2023 was $45M.
This plan identity (EIN 990246363, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $408M to $430M (+5.5%) while covered participants moved from 5,589 to 5,658 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,589 | $408M | Open filing |
| 2023 | 5,550 | $452M | This page |
| 2024 · index core | 5,658 | $430M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Hawai'i Pacific Health 403(b) Savings Plan (Other, $1.5B, 7,386 participants)
- Hawaii Pacific Health Retirement Plan (Defined Benefit (Pension), $430M, 5,658 participants)
Hawaii Pacific Health Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Pension Plan for All Eligible Employees of Crane in CT ($453M); by covered participants it is Koch Employees' Pension Plan in KS (5,542 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($452M here).
- Pension Plan for All Eligible Employees of Crane (CT) $453M · 727
- American Bureau of Shipping Pension Plan (TX) $452M · 795
- Associated Banc-Corp Retirement Account Plan (WI) $454M · 3,497
- The Retirement Plan of Rady Childrens Hospital and Health Center (CA) $451M · 1,880
Similar participant headcount
Nearest other-state filings by covered participants (5,550 participants); asset peers above are excluded.
- Koch Employees' Pension Plan (KS) 5,542 · 8 off
- Retirement Benefit Accumulation Plan for Employees of Pwc (FL) 5,514 · 36 off
- Mufg Bank, Ltd. Retirement Plan (NY) 5,502 · 48 off
- Sheet Metal Workers Pension Plan of Northern California (CA) 5,496 · 54 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.