Plan5500

Hagatna, GU Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hagatna, GU has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $125,815,093 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$125.6MSummed across loaded plans$125,613,005
Total reported assets$125.8M$125,815,093
Total reported participants5.4K5,399
Total reported liabilities$202.1K$202,088

Reported net position

Reported assets = net assets + liabilities (summed)$125.8M total assets
Net assets$125.6MLiabilities$202.1K
Contributions & income
Employer contributions$6.7M
Participant contributions$10.4M
Total income / additions$33.7M
Expenses & distributions
Benefits paid / distributions$11M
Total expenses$11.7M
Net increase / (decrease)$21.9M

Data coverage

Plans with financial statements8 / 10 (80%)
Plans with provider compensation7 / 10 (70%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hagatna, GU plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Hagatna market comparison

Largest plan share of assets25%Guam Regional Medical City 401(K) Retirement Savings Plan
Participants per plan540Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Hagatna

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Guam Regional Medical City 401(K) Retirement Savings Plan$31.8M
    Guam Healthcare Development, Inc. · 2023
  2. 2
    Bankguam Holding Company 401(K) Retirement Savings Plan$30.5M
    Bankguam Holding Company · 2023
  3. 3
    Dzsp 21 LLC Retirement Savings Plan$22.5M
    Dzsp 21 LLC · 2023
  4. 4
    Calvo Enterprises, Inc. 401(K) Profit Sharing Plan$20.1M
    Calvo Enterprises, Inc. · 2023
  5. 5
    Payless Markets, Inc. 401(K) Retirement Savings Plan$16.2M
    Payless Markets, Inc. · 2023
  6. 6
    Expresscare Employee Stock Ownership Plan$2.8M
    Expresscare Management Services, Inc. · 2023
  7. 7
    G4s Guam And Cnmi 401(K) Retirement Savings Plan$1.3M
    G4s Secure Solutions (Guam), Inc. · 2023
  8. 8
    Jamaican Grill 401(K) Profit Sharing Plan$682.8K
    Jamaico, Inc. · 2023
  9. 9
    Bankguam Holding Company Section 125 Cafeteria Plannot reported in the loaded dataset
    Bankguam Holding Company · 2023
  10. 10
    Dzsp 21 LLC Medical Plannot reported in the loaded dataset
    Dzsp 21 LLC · 2023

Largest plans in Hagatna → · Hagatna plans by participants → · Hagatna plans with financial data → · Hagatna plans with provider compensation → · $1B+ plans in Hagatna →

Related Form 5500 pages