Defined Benefit (Pension) · DOL Form 5500 · 2023
Hawaii Medical Service Association Pension Plan
Data updated 2026-08-25
- $236M
- Total assets Near avg plan size
- 589
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $400,672
- Avg per participant High balance/head
Official DOL plan name: Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association · Sponsored by Hawaii Medical Service Association · Hawaii · Finance & Insurance
$236M in assets, 589 participants
Hawaii Medical Service Association's Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association reported $236M in total assets and 589 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,202 in Finance & Insurance (8,869 peers)
Where Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association sits by assets
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association sits in the top 5% of all filed plans by assets, $236M for 589 participants (~$400,672/participant), up 3.4% in 2023.
- #8,202
- in Finance & Insurance (8,869 peers)
- +3.4%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association's outsized position by total assets
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$235,995,641 Top 5% higher than 95% 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
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association sits mid-pack in the medium band (589 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association reported net income fell from $67M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association reported participants fell from 776 in the plan year 2022 filing to 589 in the plan year 2023 filing.
- Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association end-of-year assets rose from $228M in the plan year 2022 filing to $236M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 990040115 · Hawaii Medical Service Association PY 2023 · Defined Benefit (Pension)
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association · $236M · 589 · 95th
- PART $236M
- TYPE 589
- NET 95th
- BOOK Defined Benefit (Pension)
- VS-ST near Accenture United States New Pension Plan
- BOY ind #8202
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 →
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $228M |
|---|---|
| Net Assets (End of Year) | $236M |
| Net Income | $8M |
| Employer EIN | 990040115 |
| Plan Effective Date | 1967-10-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,310 | $610M |
| 2023 | 2 | 1,844 | $670M |
| 2024 | 2 | 1,844 | $712M |
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
- Hawaii Pacific Health Retirement Plan $452M · 5,550
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Accenture United States New Pension Plan in IL ($236M); by covered participants it is Ila Local 1478-2 Pension Plan in NJ (589 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($236M here).
Similar participant headcount
Nearest other-state filings by covered participants (589 participants); asset peers above are excluded.
- Ila Local 1478-2 Pension Plan (NJ) 589 · 0 off
- Ziply Fiber Pension Plan (WA) 589 · 0 off
- United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan (MI) 589 · 0 off
- Retirement Plan for Employees of Blessing Hospital (IL) 588 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.