401(k) · DOL Form 5500 · 2023

The Maui Medical Group, Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
280
Participants Below avg headcount
86th
Percentile by assets National rank
$183,390
Avg per participant Above avg balance/head
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Official DOL plan name: Maui Medical Group, Inc. 401(k) Retirement Savings Plan · Sponsored by The Maui Medical Group, Inc. · Hawaii · Healthcare & Social Assistance

$51M in assets, 280 participants

The Maui Medical Group, Inc.'s Maui Medical Group, Inc. 401(k) Retirement Savings Plan reported $51M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,553 in Healthcare & Social Assistance (17,684 peers)

Where Maui Medical Group, Inc. 401(k) Retirement Savings Plan sits by assets

Maui Medical Group, Inc. 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $51M for 280 participants (~$183,390/participant), up 13.5% in 2023.

#15,553
in Healthcare & Social Assistance (17,684 peers)
+13.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Maui Medical Group, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Maui Medical Group, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$51,349,122 Top 14% higher than 86% 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

Maui Medical Group, Inc. 401(k) Retirement Savings Plan 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. Maui Medical Group, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maui Medical Group, Inc. 401(k) Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Maui Medical Group, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $45M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Maui Medical Group, Inc. 401(k) Retirement Savings Plan reported participants fell from 292 in the plan year 2022 filing to 280 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990176859 · The Maui Medical Group, Inc. PY 2023 · 401(k)

Maui Medical Group, Inc. 401(k) Retirement Savings Plan · $51M · 280 · 86th

  • RANK $51M
  • RANK 280
  • RANK 86th
  • RANK 401(k)
  • RANK near Fedex Corporation Retirement Savings Plan for Puerto Rico
  • RANK ind #15553

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 →

Maui Medical Group, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Maui Medical Group, Inc. 401(k) Retirement Savings PlanMaui Medical Group, Inc. 401…$51MFedex Corporation Retirement Savings Plan for Puerto RicoFedex Corporation Retirement…$51MTrijicon, Inc. 401(k) Profit Sharing Plan and TrustTrijicon, Inc. 401(k) Profit…$51MApex Oil Company, Inc. Employee Savings PlanApex Oil Company, Inc. Emplo…$51ML & J.G. Stickley, Inc. 401(k) Salary Savings PlanL & J.G. Stickley, Inc. 401(…$51M
End-of-year total assets ($M) among Maui Medical Group, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$51M
Net Income$6M
Employer EIN990176859
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Maui Medical Group, Inc.)

Sponsor-wide plan assets over time

All The Maui Medical Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 28.528557621264678% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.2M $58.2M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 292 $45M
2023 1 280 $51M
2024 1 270 $58M

Nearby 401(k) Plans in Hawaii

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

Maui Medical Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Maui Medical Group, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.051349122 · Participants: 280Maui Medical Group, Inc. 401(k) Retirement Savings 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
Maui Medical Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Maui Medical Group, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Maui Medical Group, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Fedex Corporation Retirement Savings Plan for Puerto Rico in TN ($51M); by covered participants it is Hfri, LLC 401(k) Plan in IL (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Maui Medical Group, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
Maui Medical Group, Inc. 401(k) Retirement Savings Plan grew at a solid clip - up 13.5% during 2023, from $45M to $51M. Reported net income was $6M.
How have The Maui Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Maui Medical Group, Inc.'s sponsor-wide assets grew 28.5%, from $45M to $58M.
Where does Maui Medical Group, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Maui Medical Group, Inc. 401(k) Retirement Savings Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Maui Medical Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fedex Corporation Retirement Savings Plan for Puerto Rico in TN ($51M, 567 participants).
Which 401(k) plans cover a similar participant headcount to Maui Medical Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hfri, LLC 401(k) Plan in IL (280 participants, N/A 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 990176859.

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.