Defined Benefit (Pension) · DOL Form 5500 · 2023
Hawaii Permanente Medical Group, Inc. Pension Plan
Data updated 2026-08-25
- $471M
- Total assets Above avg plan size
- 754
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $624,544
- Avg per participant High balance/head
Official DOL plan name: Permanente Physicians Retirement Plan for Hpmg, Inc. · Sponsored by Hawaii Permanente Medical Group, Inc. · California · Healthcare & Social Assistance
$471M in assets, 754 participants
Hawaii Permanente Medical Group, Inc.'s Permanente Physicians Retirement Plan for Hpmg, Inc. reported $471M in total assets and 754 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.
- #17,246 in Healthcare & Social Assistance (17,684 peers)
Where Permanente Physicians Retirement Plan for Hpmg, Inc. sits by assets
Permanente Physicians Retirement Plan for Hpmg, Inc. sits in the top 5% of all filed plans by assets, $471M for 754 participants (~$624,544/participant), up 7.5% in 2023.
- #17,246
- in Healthcare & Social Assistance (17,684 peers)
- +7.5%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
Permanente Physicians Retirement Plan for Hpmg, Inc.'s outsized position by total assets
Permanente Physicians Retirement Plan for Hpmg, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$470,906,451 Top 3% higher than 97% 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
Permanente Physicians Retirement Plan for Hpmg, Inc. 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. Permanente Physicians Retirement Plan for Hpmg, Inc. sits mid-pack in the medium band (754 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Permanente Physicians Retirement Plan for Hpmg, Inc. reported net income rose from -$70M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Permanente Physicians Retirement Plan for Hpmg, Inc. end-of-year assets rose from $438M in the plan year 2022 filing to $471M in the plan year 2023 filing.
- Permanente Physicians Retirement Plan for Hpmg, Inc. reported participants rose from 730 in the plan year 2022 filing to 754 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 990104820 · Hawaii Permanente Medical Group, Inc. PY 2023 · Defined Benefit (Pension)
Permanente Physicians Retirement Plan for Hpmg, Inc. · $471M · 754 · 97th
- IND $471M
- IND 754
- IND 97th
- IND Defined Benefit (Pension)
- IND near Wk Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan
- IND ind #17246
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 California →
Permanente Physicians Retirement Plan for Hpmg, Inc. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $438M |
|---|---|
| Net Assets (End of Year) | $469M |
| Net Income | $31M |
| Employer EIN | 990104820 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaii Permanente Medical Group, Inc.)
Sponsor-wide plan assets over time
All Hawaii Permanente Medical Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $498M 13.590548668712879% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 730 | $438M |
| 2023 | 1 | 754 | $471M |
| 2024 | 1 | 789 | $498M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Permanente Physicians Retirement Plan for Hpmg, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Wk Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan in MI ($470M); by covered participants it is Spire Retirement Income Plan in AL (753 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($471M here).
- Wk Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan (MI) $470M · 1,367
- Moog Inc. Employees' Retirement Plan (NY) $473M · 1,374
- Ashland Hercules Pension Plan II (KY) $469M · 57
- Morgan, Lewis & Bockius LLP Cash Balance Plan (PA) $468M · 938
Similar participant headcount
Nearest other-state filings by covered participants (754 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.