401(k) · DOL Form 5500 · 2023

Hawaii Medical Service Association 401(k) Plan

Data updated 2026-08-25

$434M
Total assets Above avg plan size
1,255
Participants Near avg headcount
97th
Percentile by assets National rank
$345,422
Avg per participant High balance/head
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Official DOL plan name: Hawaii Medical Service Association Employee Thrift Plan · Sponsored by Hawaii Medical Service Association · Hawaii · Finance & Insurance

$434M in assets, 1,255 participants

Hawaii Medical Service Association's Hawaii Medical Service Association Employee Thrift Plan reported $434M in total assets and 1,255 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.

  • #8,429 in Finance & Insurance (8,869 peers)

Coverage in Hawaii

Hawaii Medical Service Association Employee Thrift Plan covers 1,255 participants in Hawaii, 3.3x the typical Hawaii plan (state average ~380 per filing). Assets: $434M.

#8,429
in Finance & Insurance (8,869 peers)
+13.5%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Hawaii Medical Service Association Employee Thrift Plan's outsized position by total assets

Hawaii Medical Service Association Employee Thrift Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$433,504,459 Top 3% higher than 97% of 127,068 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 2023

Hawaii Medical Service Association Employee Thrift 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 Medical Service Association Employee Thrift Plan lands in the large band (1,255 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hawaii Medical Service Association Employee Thrift Plan reported net income rose from -$89M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Hawaii Medical Service Association Employee Thrift Plan reported participants fell from 1,534 in the plan year 2022 filing to 1,255 in the plan year 2023 filing.
  • Hawaii Medical Service Association Employee Thrift Plan end-of-year assets rose from $382M in the plan year 2022 filing to $434M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990040115 · Hawaii Medical Service Association PY 2023 · 401(k)

Hawaii Medical Service Association Employee Thrift Plan · $434M · 1,255 · 97th

  • 5500 $434M
  • ASSETS 1,255
  • PCT 97th
  • EIN 401(k)
  • RANK near Oneoncology, LLC Onerewards Retirement Plan
  • PHOTO ind #8429

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 Finance & Insurance retirement plans → · Plans in Hawaii →

Hawaii Medical Service Association Employee Thrift Plan in the asset neighbourhood

Saul Ewing Retirement Plan$434MThe B & W Thrift Plan$434MWynn Resorts, Limited 401(k) PlanWynn Resorts, Limited 401(k)…$434MHawaii Medical Service Association Employee Thrift PlanHawaii Medical Service Assoc…$434MOneoncology, LLC Onerewards Retirement PlanOneoncology, LLC Onerewards …$433M
End-of-year total assets ($M) among Hawaii Medical Service Association Employee Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$382M
Net Assets (End of Year)$434M
Net Income$52M
Employer EIN990040115
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawaii Medical Service Association)

Sponsor-wide plan assets over time

All Hawaii Medical Service Association plans reported in each filing year

Latest sponsor-wide plan assets
$712M 16.797667715296818% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $610M $712M ▲ +16.8%
Year Plans Participants Total Assets
2022 2 2,310 $610M
2023 2 1,844 $670M
2024 2 1,844 $712M

Nearby 401(k) Plans in Hawaii

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

Hawaii Medical Service Association Employee Thrift Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.52 Total assets ($B) Participants Hawaii Medical Service Association Employee Thrift Plan, Total assets ($B): 0.433504459 · Participants: 1255Hawaii Medical Service Association Employee Thrift PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
Hawaii Medical Service Association Employee Thrift Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Hawaii Medical Service Association Employee Thrift Plan side-by-side with 3 peers →

Hawaii Medical Service Association Employee Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Oneoncology, LLC Onerewards Retirement Plan in TN ($433M); by covered participants it is Relation Insurance, Inc. Retirement Savings Plan in KS (1,255 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($434M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,255 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hawaii Medical Service Association Employee Thrift Plan assets move in 2023? ▼
Hawaii Medical Service Association Employee Thrift Plan grew at a solid clip - up 13.5% during 2023, from $382M to $434M. Reported net income was $52M.
How have Hawaii Medical Service Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawaii Medical Service Association's sponsor-wide assets grew 16.8%, from $610M to $712M.
Where does Hawaii Medical Service Association Employee Thrift Plan rank by assets among Form 5500 filers? ▼
Hawaii Medical Service Association Employee Thrift Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Hawaii Medical Service Association Employee Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oneoncology, LLC Onerewards Retirement Plan in TN ($433M, 4,968 participants).
Which 401(k) plans cover a similar participant headcount to Hawaii Medical Service Association Employee Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Relation Insurance, Inc. Retirement Savings Plan in KS (1,255 participants, $100M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990040115.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.