Defined Benefit (Pension) · DOL Form 5500 · 2024

Hawaii Permanente Medical Group, Inc. Pension Plan

Data updated 2026-08-06

$498M
Total assets: 789
Participants: 97th
Percentile by assets: $630,695
Avg per participant

Official DOL plan name: Permanente Physicians Retirement Plan for Hpmg, Inc. · Sponsored by Hawaii Permanente Medical Group, Inc. · California · Healthcare & Social Assistance

$498M in assets, 789 participants

Hawaii Permanente Medical Group, Inc.'s Permanente Physicians Retirement Plan for Hpmg, Inc. reported $498M in total assets and 789 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.

97th percentile by assets (of 116,472 plans)

Where Permanente Physicians Retirement Plan for Hpmg, Inc. sits by assets

Permanente Physicians Retirement Plan for Hpmg, Inc. sits in the top 5% of all filed plans by assets, $498M for 789 participants (~$630,695/participant), up 5.7% in 2024.

$498M
total plan assets (2024 EOY): 789
covered participants: 97th
percentile by assets (of 116,472 plans): $630,695
avg assets per participant

Permanente Physicians Retirement Plan for Hpmg, Inc. reported net income fell from $31M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Permanente Physicians Retirement Plan for Hpmg, Inc. end-of-year assets rose from $471M in the plan year 2023 filing to $498M in the plan year 2024 filing.
Permanente Physicians Retirement Plan for Hpmg, Inc. reported participants rose from 754 in the plan year 2023 filing to 789 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Healthcare & Social Assistance

Permanente Physicians Retirement Plan for Hpmg, Inc. vs the 2024 asset distribution

By assets, Permanente Physicians Retirement Plan for Hpmg, Inc. outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.0x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$471M
Net Assets (End of Year)	$491M
Net Income	$22M
Employer EIN	990104820
Plan Effective Date	1965-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hawaii Permanente Medical Group, Inc.)

Total plan assets by year, all Hawaii Permanente Medical Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	730	$438M
2023	1	754	$471M
2024	1	789	$498M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Permanente Physicians Retirement Plan for Hpmg, Inc. vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $34.5B · 135,057
Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
Western States Carpenters Pension Plan $11.3B · 48,582
Disney Salaried Pension Plan D $10.4B · 9,984

Compare Permanente Physicians Retirement Plan fo… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Permanente Physicians Retirement Plan for Hpmg, Inc. by total assets, not by location.

Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates (KS) $498M · 975
Norton Rose Fulbright US LLP Pension Plan (TX) $498M · 184
Boise Paper Holdings, L.L.C. Consolidated Pension Plan (IL) $497M · 1,037
Federal-Mogul Pension Plan (MI) $500M · 2,139

Frequently Asked Questions

How did Permanente Physicians Retirement Plan for Hpmg, Inc. assets move in 2024? ▼

Permanente Physicians Retirement Plan for Hpmg, Inc. grew at a solid clip - up 5.7% during 2024, from $471M to $498M. Reported net income was $22M.

How have Hawaii Permanente Medical Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hawaii Permanente Medical Group, Inc.'s sponsor-wide assets grew 13.6%, from $438M to $498M.

Where does Permanente Physicians Retirement Plan for Hpmg, Inc. rank by assets among Form 5500 filers? ▼

Permanente Physicians Retirement Plan for Hpmg, Inc. ranks in the 97th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Permanente Physicians Retirement Plan for Hpmg, Inc.? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates in KS ($498M, 975 participants).

Next read for Permanente Physicians Retirement Plan fo…

Scale reading

Ways to act on Permanente Physicians Retirement Plan for Hpmg, Inc.'s numbers.

By total assets, Permanente Physicians Retirement Plan for Hpmg, Inc. ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Hawaii Permanente Medical Group, Inc.'s sponsor-wide assets have grown 13.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990104820.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.