Defined Benefit (Pension) · DOL Form 5500 · 2024

Oahu Transit Services, Inc. Pension Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
109
Participants Small participant base
82nd
Percentile by assets National rank
$372,717
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Ots, Inc. · Sponsored by Oahu Transit Services, Inc. · Hawaii · Transportation & Warehousing

$41M in assets, 109 participants

Oahu Transit Services, Inc.'s Pension Plan for Ots, Inc. reported $41M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,651 in Transportation & Warehousing (3,299 peers)

Coverage in Hawaii

Pension Plan for Ots, Inc. covers 109 participants in Hawaii, about 29% of the average Hawaii filer (state average ~380 per filing). Assets: $41M.

#2,651
in Transportation & Warehousing (3,299 peers)
+29.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pension Plan for Ots, Inc.'s outsized position by total assets

Pension Plan for Ots, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$40,626,115 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Pension Plan for Ots, Inc. 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. Pension Plan for Ots, Inc. sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Ots, Inc. reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Pension Plan for Ots, Inc. end-of-year assets rose from $31M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Pension Plan for Ots, Inc. reported participants fell from 113 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 990292265 · Oahu Transit Services, Inc. PY 2024 · Defined Benefit (Pension)

Pension Plan for Ots, Inc. · $41M · 109 · 82nd

  • 5500 $41M
  • 5500 109
  • 5500 82nd
  • 5500 Defined Benefit (Pension)
  • 5500 near Senior Operations LLC Retirement Plan
  • 5500 ind #2651

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 Transportation & Warehousing retirement plans → · Plans in Hawaii →

Pension Plan for Ots, Inc. in the asset neighbourhood

Pension Plan for Employees of Jersey Shore Steel Company, Inc.Pension Plan for Employees o…$41MSenior Operations LLC Retirement PlanSenior Operations LLC Retire…$41MPension Plan for Ots, Inc.$41MLocal 522 Pension Fund Roofers DivisionLocal 522 Pension Fund Roofe…$41MGkn Sinter Metals Pension PlanGkn Sinter Metals Pension Pl…$41M
End-of-year total assets ($M) among Pension Plan for Ots, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$41M
Net Income$9M
Employer EIN990292265
Plan Effective Date1971-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oahu Transit Services, Inc.)

Sponsor-wide plan assets over time

All Oahu Transit Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 64.4366498327285% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $24.7M $40.6M ▲ +64.4%
Year Plans Participants Total Assets
2022 1 114 $25M
2023 1 113 $31M
2024 1 109 $41M

Nearby Defined Benefit (Pension) Plans in Hawaii

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

Pension Plan for Ots, Inc. vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants Pension Plan for Ots, Inc., Total assets ($B): 0.040626115 · Participants: 109Pension Plan for Ots, Inc.Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.91294567 · Participants: 2268Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.762813335 · Participants: 7636Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.622083628 · Participants: 1532Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.467943122 · Participants: 4992The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.430124826 · Participants: 5658Hawaii Pacific Health Retirement Plan
Pension Plan for Ots, Inc. vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Pension Plan for Ots, Inc. side-by-side with 3 peers →

Pension Plan for Ots, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Senior Operations LLC Retirement Plan in IL ($41M); by covered participants it is Spencer Savings Bank, Sla Employees' Pension Plan in NJ (109 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan for Ots, Inc. assets move in 2024? ▼
Pension Plan for Ots, Inc. grew sharply - up 29.7% during 2024, from $31M to $41M. Reported net income was $9M.
How have Oahu Transit Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oahu Transit Services, Inc.'s sponsor-wide assets grew 64.4%, from $25M to $41M.
Where does Pension Plan for Ots, Inc. rank by assets among Form 5500 filers? ▼
Pension Plan for Ots, Inc. ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Ots, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Senior Operations LLC Retirement Plan in IL ($41M, 147 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Ots, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Spencer Savings Bank, Sla Employees' Pension Plan in NJ (109 participants, $69M in assets).

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 990292265.

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.