401(k) · DOL Form 5500 · 2023
Pacific Guardian Life Insurance Company Ltd. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $205,806
- Avg per participant Above avg balance/head
Official DOL plan name: Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan · Sponsored by Pacific Guardian Life Insurance Company Ltd. · Hawaii · Finance & Insurance
$23M in assets, 112 participants
Pacific Guardian Life Insurance Company Ltd.'s Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan reported $23M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #5,538 in Finance & Insurance (8,869 peers)
Coverage in Hawaii
Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan covers 112 participants in Hawaii, about 29% of the average Hawaii filer (state average ~380 per filing). Assets: $23M.
- #5,538
- in Finance & Insurance (8,869 peers)
- +11.3%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan's outsized position by total assets
Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,050,320 Top 25% higher than 75% 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
Pacific Guardian Life Insurance Co., Ltd. 401(k) 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. Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan reported participants fell from 115 in the plan year 2022 filing to 112 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 990108050 · Pacific Guardian Life Insurance Company Ltd. PY 2023 · 401(k)
Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan · $23M · 112 · 75th
- SCH $23M
- SCH 112
- SCH 75th
- SCH 401(k)
- SCH near Kopin Corporation 401(k) Plan
- SCH ind #5538
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 →
Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 990108050 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Guardian Life Insurance Company Ltd.)
Sponsor-wide plan assets over time
All Pacific Guardian Life Insurance Company Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 8.101155126964631% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 158 | $42M |
| 2023 | 2 | 148 | $45M |
| 2024 | 2 | 140 | $45M |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.6B · 8,612
- Bank of Hawaii Retirement Savings Plan $759M · 2,094
- Hawaiian Electric Industries Retirement Savings Plan $685M · 2,679
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $582M · 1,021
- Kamehameha Schools 401(k) Retirement Savings Plan $558M · 2,460
Pacific Guardian Life Insurance Co., Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Kopin Corporation 401(k) Plan in MA ($23M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Kopin Corporation 401(k) Plan (MA) $23M · 145
- Employee Retirement Savings 401(k) Plan (MD) $23M · 266
- Thomas Doll Profit Sharing 401(k) Plan (CA) $23M · 91
- Amvc 401(k) Profit Sharing Plan (IA) $23M · 798
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- A&a Transfer, LLC 401(k) Plan (VA) 112 · 0 off
- Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust (OH) 112 · 0 off
- Left Right LLC 401(k) Plan (NY) 112 · 0 off
- Tallan, Inc. Savings & Retirement 401(k) Plan (CT) 112 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.