Defined Benefit (Pension) · DOL Form 5500 · 2024
Hawaii Pacific Health Pension Plan
Data updated 2026-08-25
- $430M
- Total assets Above avg plan size
- 5,658
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $76,021
- Avg per participant Below avg balance/head
Official DOL plan name: Hawaii Pacific Health Retirement Plan · Sponsored by Hawaii Pacific Health · Hawaii · Healthcare & Social Assistance
$430M in assets, 5,658 participants
Hawaii Pacific Health's Hawaii Pacific Health Retirement Plan reported $430M in total assets and 5,658 participants in its 2024 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.
- #16,393 in Healthcare & Social Assistance (16,916 peers)
Coverage in Hawaii
Hawaii Pacific Health Retirement Plan covers 5,658 participants in Hawaii, 15x the typical Hawaii plan (state average ~380 per filing). Assets: $430M.
- #16,393
- in Healthcare & Social Assistance (16,916 peers)
- -4.9%
- assets change YoY
- 4.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hawaii Pacific Health Retirement Plan's outsized position by total assets
Hawaii Pacific Health Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$430,124,826 Top 3% higher than 97% 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
Hawaii Pacific Health Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hawaii Pacific Health Retirement Plan lands in the large band (5,658 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hawaii Pacific Health Retirement Plan reported net income fell from $45M in the plan year 2023 filing to -$23M in the plan year 2024 filing.
- Hawaii Pacific Health Retirement Plan end-of-year assets fell from $452M in the plan year 2023 filing to $430M in the plan year 2024 filing.
- Hawaii Pacific Health Retirement Plan reported participants rose from 5,550 in the plan year 2023 filing to 5,658 in the plan year 2024 filing.
DOL schedule card
Filing strip 990246363 · Hawaii Pacific Health PY 2024 · Defined Benefit (Pension)
Hawaii Pacific Health Retirement Plan · $430M · 5,658 · 97th
- PART $430M
- TYPE 5,658
- NET 97th
- BOOK Defined Benefit (Pension)
- VS-ST near The Associated Press Consolidated Retirement Plan
- BOY ind #16393
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 →
Hawaii Pacific Health Retirement Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $452M |
|---|---|
| Net Assets (End of Year) | $429M |
| Net Income | -$23M |
| Employer EIN | 990246363 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaii Pacific Health)
Sponsor-wide plan assets over time
All Hawaii Pacific Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.1B 26.913584687654225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 12,615 | $1.6B |
| 2023 | 3 | 12,687 | $1.9B |
| 2024 | 3 | 13,044 | $2.1B |
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 Longshore Pension Plan $430M · 815
Scale composition for Hawaii Pacific Health Retirement Plan
Hawaii Pacific Health Retirement Plan reports $430M in end-of-year assets across 5,658 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $76,021 per participant (55% of the national average assets-per-participant) . Net income for plan year 2024 was -$23M.
This plan identity (EIN 990246363, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $408M to $430M (+5.5%) while covered participants moved from 5,589 to 5,658 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,589 | $408M | Open filing |
| 2023 | 5,550 | $452M | Open filing |
| 2024 · index core | 5,658 | $430M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Hawai'i Pacific Health 403(b) Savings Plan (Other, $1.5B, 7,386 participants)
Hawaii Pacific Health Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is The Associated Press Consolidated Retirement Plan in NY ($430M); by covered participants it is Novo Nordisk Inc. Money Purchase Plan in NJ (5,655 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($430M here).
- The Associated Press Consolidated Retirement Plan (NY) $430M · 592
- National Girl Scout Council Retirement Plan (NY) $430M · 1,066
- Sparrow Health System Associate Pension Plan (MI) $431M · 970
- General Dynamics Retirement Plan (Bath Iron Works) (VA) $429M · 1,407
Similar participant headcount
Nearest other-state filings by covered participants (5,658 participants); asset peers above are excluded.
- Novo Nordisk Inc. Money Purchase Plan (NJ) 5,655 · 3 off
- 32bj North Pension Fund (NY) 5,667 · 9 off
- United Food & Commercial Workers Union Local 880 - Retail Food Employers Joint Pension Fund (OH) 5,627 · 31 off
- Indiana/Kentucky/Ohio Regional Council of Carpenters Pension Fund (MI) 5,712 · 54 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.