Defined Benefit (Pension) · DOL Form 5500 · 2024
Pacific Guardian Life Insurance Company, Ltd. Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $673,328
- Avg per participant High balance/head
Official DOL plan name: Pacific Guardian Life Insurance Company, Ltd. Retirement Plan · Sponsored by Pacific Guardian Life Insurance Company, Ltd. · Hawaii · Finance & Insurance
$22M in assets, 32 participants
Pacific Guardian Life Insurance Company, Ltd.'s Pacific Guardian Life Insurance Company, Ltd. Retirement Plan reported $22M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #4,879 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Pacific Guardian Life Insurance Company, Ltd. Retirement Plan holds $22M for 32 participants - about $673,328 per participant, above the median plan by assets.
- #4,879
- in Finance & Insurance (8,549 peers)
- -2.0%
- assets change YoY
The plan reported a net loss of $440K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pacific Guardian Life Insurance Company, Ltd. Retirement Plan's outsized position by total assets
Pacific Guardian Life Insurance Company, Ltd. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,546,507 Top 28% higher than 72% 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
Pacific Guardian Life Insurance Company, Ltd. Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific Guardian Life Insurance Company, Ltd. Retirement Plan is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pacific Guardian Life Insurance Company, Ltd. Retirement Plan reported net income fell from $892K in the plan year 2023 filing to -$440K in the plan year 2024 filing.
- Pacific Guardian Life Insurance Company, Ltd. Retirement Plan reported participants fell from 36 in the plan year 2023 filing to 32 in the plan year 2024 filing.
- Pacific Guardian Life Insurance Company, Ltd. Retirement Plan end-of-year assets fell from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 990108050 · Pacific Guardian Life Insurance Company, Ltd. PY 2024 · Defined Benefit (Pension)
Pacific Guardian Life Insurance Company, Ltd. Retirement Plan · $22M · 32 · 72nd
- VS-ST $22M
- BOY 32
- SCH 72nd
- EBSA Defined Benefit (Pension)
- PART near The Urban League of Metropolitan St. Louis, Inc. Employees Pension Plan
- TYPE ind #4879
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 →
Pacific Guardian Life Insurance Company, Ltd. Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$440K |
| Employer EIN | 990108050 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Guardian Life Insurance Company, Ltd.)
Sponsor-wide plan assets over time
All Pacific Guardian Life Insurance Company, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 8.101155126964631% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 158 | $42M |
| 2023 | 2 | 148 | $45M |
| 2024 | 2 | 140 | $45M |
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
Pacific Guardian Life Insurance Company, Ltd. 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 Urban League of Metropolitan St. Louis, Inc. Employees Pension Plan in MO ($22M); by covered participants it is Interval Partners, LP Cash Balance Plan in NY (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- The Urban League of Metropolitan St. Louis, Inc. Employees Pension Plan (MO) $22M · 46
- Pension Plan for Employees of Pediatric Associates of Dallas (TX) $22M · 83
- Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies (OR) $22M · 65
- Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P. C Cash Balance Plan (MA) $22M · 115
Similar participant headcount
Nearest other-state filings by covered participants (32 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.