Other · DOL Form 5500 · 2024
The Queen's Health Systems Retirement Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 541
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $208,023
- Avg per participant Above avg balance/head
Official DOL plan name: The Queen's Health Systems Retirement Plus Plan · Sponsored by The Queen's Health Systems · Hawaii · Healthcare & Social Assistance
$113M in assets, 541 participants
The Queen's Health Systems's The Queen's Health Systems Retirement Plus Plan reported $113M in total assets and 541 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,603 in Healthcare & Social Assistance (16,916 peers)
Where The Queen's Health Systems Retirement Plus Plan sits by assets
The Queen's Health Systems Retirement Plus Plan sits in the top 10% of all filed plans by assets, $113M for 541 participants (~$208,023/participant), up 0.4% in 2024.
- #15,603
- in Healthcare & Social Assistance (16,916 peers)
- +0.4%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
The Queen's Health Systems Retirement Plus Plan's outsized position by total assets
The Queen's Health Systems Retirement Plus Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$112,540,700 Top 9% higher than 91% 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
The Queen's Health Systems Retirement Plus 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. The Queen's Health Systems Retirement Plus Plan sits mid-pack in the medium band (541 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Queen's Health Systems Retirement Plus Plan reported net income fell from $9M in the plan year 2023 filing to $479K in the plan year 2024 filing.
- The Queen's Health Systems Retirement Plus Plan reported participants fell from 587 in the plan year 2023 filing to 541 in the plan year 2024 filing.
- The Queen's Health Systems Retirement Plus Plan end-of-year assets rose from $112M in the plan year 2023 filing to $113M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 990238120 · The Queen's Health Systems PY 2024 · Other
The Queen's Health Systems Retirement Plus Plan · $113M · 541 · 91st
- IND $113M
- EOY 541
- 5500 91st
- ASSETS Other
- PCT near IBEW Local 575 Pension Fund
- EIN ind #15603
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 →
The Queen's Health Systems Retirement Plus Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | $479K |
| Employer EIN | 990238120 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Queen's Health Systems)
Sponsor-wide plan assets over time
All The Queen's Health Systems plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 34.419050981085014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 14,006 | $1.9B |
| 2023 | 3 | 14,236 | $2.2B |
| 2024 | 3 | 14,629 | $2.5B |
Nearby Other Plans in Hawaii
Peer Other plans, same state, same plan type, ranked by total assets.
- Hawai'i Pacific Health 403(b) Savings Plan $1.5B · 7,386
- Punahou School Defined Contribution Retirement Plan $326M · 1,542
- Iolani School Defined Contribution Retirement Plan $203M · 514
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan $163M · 869
- Mid-Pacific Institute 403(b) Retirement Plan $88M · 216
The Queen's Health Systems Retirement Plus Plan's out-of-state Other peers by assets and headcount
Outside Hawaii, the nearest Other by assets is IBEW Local 575 Pension Fund in WV ($112M); by covered participants it is Cornerstone Montgomery, Inc. 403(b) Retirement Plan in MD (541 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
- IBEW Local 575 Pension Fund (WV) $112M · 718
- Des Moines University Defined Contribution 403(b) Plan (IA) $112M · 335
- Johns Hopkins Home Care Group 403(b) Plan (MD) $112M · 1,394
- Marymount Manhattan College Tax Deferred Annuity Retirement Plan (NY) $113M · 275
Similar participant headcount
Nearest other-state filings by covered participants (541 participants); asset peers above are excluded.
- Cornerstone Montgomery, Inc. 403(b) Retirement Plan (MD) 541 · 0 off
- Brooklyn Defender Services 2014 403b Plan (NY) 541 · 0 off
- Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan (PA) 542 · 1 off
- River Valley and Affiliates 403(b) Retirement Savings Plan (KY) 540 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.