Defined Benefit (Pension) · DOL Form 5500 · 2024
Hawaii Medical Service Association Pension Plan
Data updated 2026-08-25
- $232M
- Total assets Near avg plan size
- 553
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $420,336
- Avg per participant High balance/head
Official DOL plan name: Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association · Sponsored by Hawaii Medical Service Association · Hawaii · Finance & Insurance
$232M in assets, 553 participants
Hawaii Medical Service Association's Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association reported $232M in total assets and 553 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,841 in Finance & Insurance (8,549 peers)
Where Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association sits by assets
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association sits in the top 5% of all filed plans by assets, $232M for 553 participants (~$420,336/participant), down 1.5% in 2024.
- #7,841
- in Finance & Insurance (8,549 peers)
- -1.5%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association's outsized position by total assets
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$232,445,542 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association 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. Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association sits mid-pack in the medium band (553 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association reported net income fell from $8M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association reported participants fell from 589 in the plan year 2023 filing to 553 in the plan year 2024 filing.
- Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association end-of-year assets fell from $236M in the plan year 2023 filing to $232M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 990040115 · Hawaii Medical Service Association PY 2024 · Defined Benefit (Pension)
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association · $232M · 553 · 95th
- EOY $232M
- 5500 553
- ASSETS 95th
- PCT Defined Benefit (Pension)
- EIN near The Retirement Plan for Employees of Bush Brothers & Company
- RANK ind #7841
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 Finance & Insurance retirement plans → · Plans in Hawaii →
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $236M |
|---|---|
| Net Assets (End of Year) | $232M |
| Net Income | -$4M |
| Employer EIN | 990040115 |
| Plan Effective Date | 1967-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaii Medical Service Association)
Sponsor-wide plan assets over time
All Hawaii Medical Service Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $712M 16.797667715296818% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,310 | $610M |
| 2023 | 2 | 1,844 | $670M |
| 2024 | 2 | 1,844 | $712M |
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 · 2,268
- Hotel Union and Hotel Industry of Hawaii Pension Plan $763M · 7,636
- Pamcah-Ua Local 675 Pension Plan $622M · 1,532
- The Queen's Health Systems Pension Plan $468M · 4,992
- Hawaii Pacific Health Retirement Plan $430M · 5,658
Non-Contributory Retirement Program for Certain Employees of Hawaii Medical Service Association's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is The Retirement Plan for Employees of Bush Brothers & Company in TN ($233M); by covered participants it is Bank Independent Pension Plan in AL (553 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($232M here).
- The Retirement Plan for Employees of Bush Brothers & Company (TN) $233M · 655
- Blue Cross and Blue Shield of Minnesota Pension Plan (MN) $232M · 3,055
- Waste Isolation Pilot Plant Pension Plan (NM) $233M · 1,041
- Mo-Kan Teamsters Pension Fund (MO) $232M · 587
Similar participant headcount
Nearest other-state filings by covered participants (553 participants); asset peers above are excluded.
- Bank Independent Pension Plan (AL) 553 · 0 off
- Local Union 400 I.B.E.W. Pension Plan (NJ) 553 · 0 off
- Knights of Columbus Retirement Plan for Non-Bargaining Unit Employees (CT) 552 · 1 off
- U.a. Local 13 Pension Fund (NY) 554 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.