401(k) · DOL Form 5500 · 2024

Hilo Medical Investors, Ltd. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
339
Participants Below avg headcount
62nd
Percentile by assets National rank
$39,697
Avg per participant Low balance/head
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Official DOL plan name: Hilo Medical Investors, Ltd. 401(k) Plan · Sponsored by Hilo Medical Investors, Ltd. · Hawaii · Healthcare & Social Assistance

$13M in assets, 339 participants

Hilo Medical Investors, Ltd.'s Hilo Medical Investors, Ltd. 401(k) Plan reported $13M in total assets and 339 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,387 in Healthcare & Social Assistance (16,916 peers)

Hilo Medical Investors, Ltd. multi-year trail

Hilo Medical Investors, Ltd.'s plans moved +16.4% in assets from 2022 to 2024; this filing shows Hilo Medical Investors, Ltd. 401(k) Plan at $13M / 339 participants.

#11,387
in Healthcare & Social Assistance (16,916 peers)
+12.7%
assets growth YoY

Hilo Medical Investors, Ltd. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Hilo Medical Investors, Ltd. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,457,134 Top 38% higher than 62% of 123,620 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 2024

Hilo Medical Investors, Ltd. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hilo Medical Investors, Ltd. 401(k) Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hilo Medical Investors, Ltd. 401(k) Plan reported net income rose from $369K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Hilo Medical Investors, Ltd. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Hilo Medical Investors, Ltd. 401(k) Plan reported participants rose from 304 in the plan year 2023 filing to 339 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 581339022 · Hilo Medical Investors, Ltd. PY 2024 · 401(k)

Hilo Medical Investors, Ltd. 401(k) Plan · $13M · 339 · 62nd

  • PART $13M
  • PART 339
  • PART 62nd
  • PART 401(k)
  • PART near Illinois Fraternal Order of Police Labor Council Inc. 401(k) Profit Sharing Plan
  • PART ind #11387

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 Hawaii →

Hilo Medical Investors, Ltd. 401(k) Plan in the asset neighbourhood

Hilo Medical Investors, Ltd. 401(k) PlanHilo Medical Investors, Ltd.…$13MIllinois Fraternal Order of Police Labor Council Inc. 401(k) Profit Sharing PlanIllinois Fraternal Order of …$13MRetirement Readiness for the Astin CompaniesRetirement Readiness for the…$13MAffolter Contracting Company, Inc. Retirement PlanAffolter Contracting Company…$13MVelocity Risk Underwriters, LLC Retirement PlanVelocity Risk Underwriters, …$13M
End-of-year total assets ($M) among Hilo Medical Investors, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hilo Medical Investors, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Hilo Medical Investors, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.433533700497204% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.6M $13.5M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 305 $12M
2023 1 304 $12M
2024 1 339 $13M

Hilo Medical Investors, Ltd. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN581339022
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Hawaii

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hilo Medical Investors, Ltd. 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants Hilo Medical Investors, Ltd. 401(k) Plan, Total assets ($B): 0.013457134 · Participants: 339Hilo Medical Investors, Ltd. 401(k) PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.952191043 · Participants: 9096The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.819916775 · Participants: 1895Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.780660919 · Participants: 2732Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.695629837 · Participants: 1140Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.653492062 · Participants: 2514Kamehameha Schools 401(k) Retirement Savings Plan
Hilo Medical Investors, Ltd. 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants

Hilo Medical Investors, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Illinois Fraternal Order of Police Labor Council Inc. 401(k) Profit Sharing Plan in IL ($13M); by covered participants it is Smart Sand, Inc. Retirement Plan in IL (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hilo Medical Investors, Ltd. 401(k) Plan assets move in 2024?
Hilo Medical Investors, Ltd. 401(k) Plan grew at a solid clip - up 12.7% during 2024, from $12M to $13M. Reported net income was $2M.
How have Hilo Medical Investors, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hilo Medical Investors, Ltd.'s sponsor-wide assets grew 16.4%, from $12M to $13M.
Which 401(k) plans are similar in size to Hilo Medical Investors, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Illinois Fraternal Order of Police Labor Council Inc. 401(k) Profit Sharing Plan in IL ($13M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Hilo Medical Investors, Ltd. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Smart Sand, Inc. Retirement Plan in IL (339 participants, $17M in assets).