Employer · plans filed under one EIN
Hawai'i Pacific Health
Honolulu, HI · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
3 retirement plans with 100 or more participants file Form 5500 under Hawai'i Pacific Health's employer identification number (Honolulu, Hawaii). Their latest filings total 19,589 participant records and $2.07B in net assets.
The largest is Hawai'i Pacific Health 403(b) Savings Plan, a 403(b) plan with 10,412 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $45.8M and participant contributions $61.9M in the latest plan years; benefits paid were $143M. Schedule C compensation reported to service provider organisations totalled $4.1M.
Combined net assets moved from $453M in 2009 to $2.07B in 2024 (up 358%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Hawai'i Pacific Health 403(b) Savings Plan | 403(b) plan | 2024 | 10,412 | $1.53B | $146,814 | $3,434 | $1.7M |
| Hawaii Pacific Health Retirement Plan | cash balance pension plan | 2024 | 8,449 | $429M | $50,749 | $3,352 | $2.2M |
| Hawai'i Pacific Health 401(k) Plan | 401(k) plan | 2024 | 728 | $117M | $161,337 | — | $124K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 3 | 19,589 | $2.07B | $45.8M | $61.9M |
| 2023 | 3 | 20,265 | $1.92B | $44.5M | $59.1M |
| 2022 | 3 | 19,576 | $1.64B | $38.7M | $54.7M |
| 2021 | 3 | 19,217 | $2.00B | $44.0M | $52.6M |
| 2020 | 3 | 19,273 | $1.80B | $51.9M | $49.3M |
| 2019 | 3 | 19,112 | $1.60B | $83.3M | $48.3M |
| 2018 | 3 | 19,135 | $1.29B | $68.3M | $45.6M |
| 2017 | 3 | 18,827 | $1.33B | $49.2M | $42.1M |
| 2016 | 3 | 19,215 | $1.14B | $110M | $41.3M |
| 2015 | 3 | 17,982 | $954M | $49.9M | $37.5M |
| 2014 | 3 | 17,377 | $927M | $46.1M | $34.4M |
| 2013 | 3 | 16,775 | $838M | $46.8M | $32.5M |
| 2012 | 3 | 15,396 | $670M | $41.1M | $29.9M |
| 2011 | 3 | 15,033 | $558M | $33.1M | $27.3M |
| 2010 | 3 | 14,363 | $529M | $21.2M | $25.9M |
| 2009 | 3 | 14,468 | $453M | $15.9M | $23.4M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Milliman, Inc. | Recordkeeping and information management; Consulting (pension); Copying and duplicating; Participant communication | 3 | $1,625,477 |
| Cambridge Associates | Investment management | 1 | $657,321 |
| Bank of Hawaii | Trustee (bank, trust company, or similar financial institution); Trustee (directed) | 1 | $523,823 |
| Arrowstreet Capital | Investment management | 1 | $491,393 |
| Mosaic Pacificinvestment Advisor | Investment advisory (participants); Securities brokerage | 2 | $362,133 |
| Morgan Stanley Smith Barney LLC | Investment advisory (plan) | 2 | $261,270 |
| Charles Schwab Trust Bank | Custodial (other than securities); Trustee (directed) | 1 | $66,009 |
| Littler Mendelson P.C. | Legal | 1 | $35,812 |
| Baa Capital Advisors, Inc. | Named fiduciary | 1 | $30,000 |
| Brinker Capital Investments LLC | Investment advisory (participants); Securities brokerage | 1 | $12,299 |
| Lee Financial Grouphawaii Inc. | Investment advisory (participants); Securities brokerage | 1 | $12,002 |
| The Retirementplanning Group | Investment advisory (participants); Securities brokerage | 1 | $8,825 |
| Litman Gregory Wealth MGMT | Investment advisory (participants); Securities brokerage | 1 | $8,310 |
| Charles Schwab & Co., Inc. | Custodial (securities); Securities brokerage | 2 | $5,476 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Hawai'i Pacific Health have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Hawai'i Pacific Health 403(b) Savings Plan, Hawaii Pacific Health Retirement Plan and Hawai'i Pacific Health 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Hawai'i Pacific Health contribute to its plans?
$45,784,667 in employer contributions across these plans in their latest plan years, about $3,399 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Milliman, Inc., Cambridge Associates, Bank of Hawaii and Arrowstreet Capital and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.