Defined Benefit (Pension) · DOL Form 5500 · 2023

Oahu Transit Services, Inc. Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
113
Participants Small participant base
80th
Percentile by assets National rank
$277,131
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Ots, Inc. · Sponsored by Oahu Transit Services, Inc. · Hawaii · Transportation & Warehousing

$31M in assets, 113 participants

Oahu Transit Services, Inc.'s Pension Plan for Ots, Inc. reported $31M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,641 in Transportation & Warehousing (3,362 peers)

Coverage in Hawaii

Pension Plan for Ots, Inc. covers 113 participants in Hawaii, about 30% of the average Hawaii filer (state average ~380 per filing). Assets: $31M.

#2,641
in Transportation & Warehousing (3,362 peers)
+26.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pension Plan for Ots, Inc.'s outsized position by total assets

Pension Plan for Ots, Inc. vs every filed plan by assets

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

$31,315,856 Top 20% higher than 80% 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

Pension Plan for Ots, 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. Pension Plan for Ots, Inc. sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Ots, Inc. reported net income rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Pension Plan for Ots, Inc. end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990292265 · Oahu Transit Services, Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan for Ots, Inc. · $31M · 113 · 80th

  • EBSA $31M
  • PART 113
  • TYPE 80th
  • NET Defined Benefit (Pension)
  • BOOK near Titan Bryan Pension Plan
  • VS-ST ind #2641

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 Transportation & Warehousing retirement plans → · Plans in Hawaii →

Pension Plan for Ots, Inc. in the asset neighbourhood

Bowie-Cass Electric Cooperative, Inc. Retirement PlanBowie-Cass Electric Cooperat…$31MTitan Bryan Pension Plan$31MPension Plan for Ots, Inc.$31MToledo Painters and Allied Trades Pension PlanToledo Painters and Allied T…$31MEnstar Natural Gas Company, LLC Retirement Plan for Non-Union EmployeesEnstar Natural Gas Company, …$31M
End-of-year total assets ($M) among Pension Plan for Ots, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$7M
Employer EIN990292265
Plan Effective Date1971-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oahu Transit Services, Inc.)

Sponsor-wide plan assets over time

All Oahu Transit Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 64.4366498327285% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $24.7M $40.6M ▲ +64.4%
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.

Pension Plan for Ots, Inc. vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Pension Plan for Ots, Inc., Total assets ($B): 0.031315856 · Participants: 113Pension Plan for Ots, Inc.Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.91180259 · Participants: 2406Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.704996682 · Participants: 7370Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.574975486 · Participants: 1505Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.505374398 · Participants: 5037The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.452484278 · Participants: 5550Hawaii Pacific Health Retirement Plan
Pension Plan for Ots, Inc. vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Pension Plan for Ots, Inc. side-by-side with 3 peers →

Pension Plan for Ots, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Titan Bryan Pension Plan in IL ($31M); by covered participants it is Itw Bargaining Retirement Plan in IL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Pension Plan for Ots, Inc. assets move in 2023? ▼
Pension Plan for Ots, Inc. grew sharply - up 26.8% during 2023, from $25M to $31M. Reported net income was $7M.
How have Oahu Transit Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oahu Transit Services, Inc.'s sponsor-wide assets grew 64.4%, from $25M to $41M.
Where does Pension Plan for Ots, Inc. rank by assets among Form 5500 filers? ▼
Pension Plan for Ots, Inc. ranks in the 80th 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 Defined Benefit (Pension) plans are similar in size to Pension Plan for Ots, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Titan Bryan Pension Plan in IL ($31M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Ots, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Itw Bargaining Retirement Plan in IL (113 participants, $98M 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 990292265.

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.