401(k)
2024 plan-year 401(k) DOL Form 5500

PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

PACIFIC GUARDIAN LIFE INSURANCE COMPANY LTD.

This 401(k) plan holds $24M in total assets and serves 108 participants as of 2024. It is sponsored by PACIFIC GUARDIAN LIFE INSURANCE COMPANY LTD. in Hawaii. The plan reported positive net income of $587K for the year.

Total Assets (2023)
$24M
Participants
108
State
Industry
Finance & Insurance

What the Filing Says About PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN

PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN is a 401(k) retirement plan sponsored by PACIFIC GUARDIAN LIFE INSURANCE COMPANY LTD., headquartered in Hawaii. As of the 2024 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 108 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 990108050, and the plan has been effective since 1990-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2024 to $24M at year-end — a gain of 2.5%. Net assets (after liabilities) closed the year at $24M, with reported net income of $587K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$24M
Net Assets (End of Year)$24M
Net Income$587K
Plan Type401(k)
Employer EIN990108050
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PACIFIC GUARDIAN LIFE INSURANCE COMPANY LTD.)

Year Plans Participants Total Assets
2022 2 158 $42M
2023 2 148 $45M
2024 2 140 $45M

Nearby 401(k) Plans in Hawaii

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Frequently Asked Questions

How much money is in the PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN?
As of the 2024 Form 5500 filing, PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN holds $24M in total assets with 108 participants. It is sponsored by PACIFIC GUARDIAN LIFE INSURANCE COMPANY LTD..
What type of plan is PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN?
PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN is a 401(k) plan. It has been effective since 1990-10-01. The plan is filed with the U.S. Department of Labor under EIN 990108050.
Who sponsors the PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN?
PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN is sponsored by PACIFIC GUARDIAN LIFE INSURANCE COMPANY LTD., located in Hawaii. The sponsor's EIN is 990108050 and the plan operates in the Finance & Insurance industry.
How did PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN perform in 2024?
PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN grew by 2.5% during 2024, moving from $23M to $24M in total assets. Net income was $587K.
Where can I find official filings for PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN?
Official Form 5500 filings for PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 990108050 or plan name at efast.dol.gov.
How does PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN compare to other plans?
You can compare PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 990108050.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.