Other · DOL Form 5500 · 2023
Hawai'i Pacific Health Retirement Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 7,137
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $188,805
- Avg per participant Above avg balance/head
Official DOL plan name: Hawai'i Pacific Health 403(b) Savings Plan · Sponsored by Hawai'i Pacific Health · Hawaii · Healthcare & Social Assistance
$1.3B in assets, 7,137 participants
Hawai'i Pacific Health's Hawai'i Pacific Health 403(b) Savings Plan reported $1.3B in total assets and 7,137 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,532 in Healthcare & Social Assistance (17,684 peers)
Coverage in Hawaii
Hawai'i Pacific Health 403(b) Savings Plan covers 7,137 participants in Hawaii, 19x the typical Hawaii plan (state average ~380 per filing). Assets: $1.3B.
- #17,532
- in Healthcare & Social Assistance (17,684 peers)
- +20.3%
- assets growth YoY
- 14×
- vs typical plan assets (national mean)
Hawai'i Pacific Health 403(b) Savings Plan's outsized position by total assets
Hawai'i Pacific Health 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,347,504,158 Top 1% higher than 99% 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
Hawai'i Pacific Health 403(b) Savings 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. Hawai'i Pacific Health 403(b) Savings Plan lands in the large band (7,137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hawai'i Pacific Health 403(b) Savings Plan reported net income rose from -$184M in the plan year 2022 filing to $227M in the plan year 2023 filing.
- Hawai'i Pacific Health 403(b) Savings Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- Hawai'i Pacific Health 403(b) Savings Plan reported participants rose from 7,026 in the plan year 2022 filing to 7,137 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 990246363 · Hawai'i Pacific Health PY 2023 · Other
Hawai'i Pacific Health 403(b) Savings Plan · $1.3B · 7,137 · 99th
- EOY $1.3B
- EOY 7,137
- EOY 99th
- EOY Other
- EOY near St. John's University Defined Contribution Retirement Plan
- EOY ind #17532
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 →
Hawai'i Pacific Health 403(b) Savings Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $227M |
| Employer EIN | 990246363 |
| Plan Effective Date | 2003-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawai'i Pacific Health)
Sponsor-wide plan assets over time
All Hawai'i 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 Other Plans in Hawaii
Peer Other plans, same state, same plan type, ranked by total assets.
- Punahou School Defined Contribution Retirement Plan $299M · 932
- Iolani School Defined Contribution Retirement Plan $185M · 494
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $149M · 871
- The Queen's Health Systems Retirement Plus Plan $112M · 587
- Mid-Pacific Institute 403(b) Retirement Plan $84M · 210
Scale composition for Hawai'i Pacific Health 403(b) Savings Plan
Hawai'i Pacific Health 403(b) Savings Plan reports $1.3B in end-of-year assets across 7,137 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $188,805 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2023 was $227M.
This plan identity (EIN 990246363, plan #009) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.5B (+36.5%) while covered participants moved from 7,026 to 7,386 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,026 | $1.1B | Open filing |
| 2023 | 7,137 | $1.3B | This page |
| 2024 · index core | 7,386 | $1.5B | 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)
Hawai'i Pacific Health 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is St. John's University Defined Contribution Retirement Plan in NY ($1.4B); by covered participants it is Centra Health Matching Tax Deferred Savings Plan in VA (7,141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- St. John's University Defined Contribution Retirement Plan (NY) $1.4B · 3,335
- Fred Hutchinson Cancer Center Retirement Savings Plan (WA) $1.3B · 5,646
- Rwjbarnabas Health 403(b) Savings Plan (NJ) $1.3B · 28,672
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan (AL) $1.4B · 4,563
Similar participant headcount
Nearest other-state filings by covered participants (7,137 participants); asset peers above are excluded.
- Centra Health Matching Tax Deferred Savings Plan (VA) 7,141 · 4 off
- Beacon Retirement Savings 403(b) Plan (IN) 7,172 · 35 off
- University of Denver Retirement Plan (CO) 7,241 · 104 off
- Guthrie 403(b) Retirement Savings Plan (PA) 7,032 · 105 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.