Defined Benefit (Pension) · DOL Form 5500 · 2023

Hawaii Permanente Medical Group, Inc. Pension Plan

Data updated 2026-08-11

$471M
Total assets
754
Participants
97th
Percentile by assets
$624,544
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$471M
total plan assets (2023 EOY)
754
covered participants
97th
percentile by assets (of 127,072 plans)
$624,544
avg assets per participant

Where Permanente Physicians Retirement Plan for Hpmg, Inc. sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
California
Industry
Healthcare & Social Assistance

Permanente Physicians Retirement Plan for Hpmg, Inc. vs the 2023 asset distribution

By assets, Permanente Physicians Retirement Plan for Hpmg, Inc. outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$438M
Net Assets (End of Year)$469M
Net Income$31M
Employer EIN990104820
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawaii Permanente Medical Group, Inc.)

$420M$440M$460M$480M$500M$520M 202220232024 $438M $498M ▲ +13.6%
Total plan assets by year, all Hawaii Permanente Medical Group, Inc. plans on file
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.

Permanente Physicians Retirement Plan for Hpmg, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Permanente Physicians Retirement Plan for Hpmg, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Permanente Physician…Kaiser Permanente Re…Pacific Gas and Elec…Pacific Gas and Elec…Retirement Plan for …Disney Salaried Pens…
Permanente Physicians Retirement Plan for Hpmg, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Permanente Physicians Retirement Plan fo… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Permanente Physicians Retirement Plan for Hpmg, Inc. by total assets, not by location.

Frequently Asked Questions

How did Permanente Physicians Retirement Plan for Hpmg, Inc. assets move in 2023? ▼
Permanente Physicians Retirement Plan for Hpmg, Inc. grew at a solid clip - up 7.5% during 2023, from $438M to $471M. Reported net income was $31M.
How have Hawaii Permanente Medical Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawaii Permanente Medical Group, Inc.'s sponsor-wide assets grew 13.6%, from $438M to $498M.
Where does Permanente Physicians Retirement Plan for Hpmg, Inc. rank by assets among Form 5500 filers? ▼
Permanente Physicians Retirement Plan for Hpmg, Inc. 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 Defined Benefit (Pension) plans are similar in size to Permanente Physicians Retirement Plan for Hpmg, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wk Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan in MI ($470M, 1,367 participants).

Next read for Permanente Physicians Retirement Plan fo…

Scale reading

Ways to act on Permanente Physicians Retirement Plan for Hpmg, Inc.'s numbers.

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 990104820.

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.