PENSION PLAN FOR OTS, INC.
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
OAHU TRANSIT SERVICES, INC.
This Defined Benefit (Pension) plan holds $31M in total assets and serves 113 participants as of 2023. It is sponsored by OAHU TRANSIT SERVICES, INC. in Hawaii. The plan reported positive net income of $7M for the year.
What the Filing Says About PENSION PLAN FOR OTS, INC.
PENSION PLAN FOR OTS, INC. is a Defined Benefit (Pension) retirement plan sponsored by OAHU TRANSIT SERVICES, INC., headquartered in Hawaii. As of the 2023 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 113 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 990292265, and the plan has been effective since 1971-03-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $25M at the beginning of 2023 to $31M at year-end — a gain of 26.8%. Net assets (after liabilities) closed the year at $31M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $25M |
| Total Assets (End of Year) | $31M |
| Net Assets (End of Year) | $31M |
| Net Income | $7M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 990292265 |
| Plan Effective Date | 1971-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OAHU TRANSIT SERVICES, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 114 | $25M |
| 2023 | 1 | 113 | $31M |
| 2024 | 1 | 109 | $41M |
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
- THE QUEEN'S HEALTH SYSTEMS PENSION PLAN $505M · 5,037
- KAMEHAMEHA SCHOOLS RETIREMENT PLAN $305M · 1,072
- NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF HAWAII MEDICAL SERVICE ASSOCIATION $236M · 589
- KYO-YA MANAGEMENT COMPANY, LTD AND PARTICIPATING COMPANIES PENSION PLAN $128M · 184
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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 990292265.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.