Wailuku, HI 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, Wailuku, HI has 14 loaded benefit plan(s) reported by 9 plan sponsor(s), with $68,905,919 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 9
- Total reported assets (EOY)
- $68,905,919
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Maui Medical Group, Inc. 401(K) Retirement Savings Plan | The Maui Medical Group, Inc. | $51,349,122 | 2023 |
| Maui Economic Opportunity Inc. 401(K) Plan | Maui Economic Opportunity Inc | $5,532,826 | 2023 |
| Dowling Company, Inc. 401(K) Salary Reduction Plan | Dowling Company, Inc. | $3,746,778 | 2023 |
| Mitchell Tasaki M.D., Inc. 401(K) Profit Sharing Plan | Mitchell Tasaki, M.D., Inc. | $3,367,835 | 2023 |
| Michael R. Savona, M.D., A Sole Proprietorship, Profit Sharing Plan | Michael R. Savona, M.D., A Sole Proprietorship | $2,031,803 | 2023 |
| Pacific Whale Foundation 401(K) Plan | Pacific Whale Foundation | $1,657,296 | 2023 |
| Hawaii Premier Investments Inc. Pension Transfer Trust Plan | Hawaii Premier Investments, Inc | $851,103 | 2023 |
| Brietta Inc. 401(K) Plan | Brietta Inc. | $369,156 | 2023 |
| Pacific Whale Foundation Health & Welfare Plan | Pacific Whale Foundation | not reported in the loaded dataset | 2023 |
| The Maui Medical Group, Inc. (Life Standard) | The Maui Medical Group, Inc. | not reported in the loaded dataset | 2023 |
| The Maui Medical Group, Inc. (Dental) | The Maui Medical Group, Inc. | not reported in the loaded dataset | 2023 |
| The Maui Medical Group, Inc. (Health Hmsa) | The Maui Medical Group, Inc. | not reported in the loaded dataset | 2023 |
| Maui Economic Opportunity, Inc. Health Plan | Maui Economic Opportunity, Inc. | not reported in the loaded dataset | 2023 |
| Community Clinic Of Maui, Inc. Dba Malama I Ke Ola Health Center Erisa Welfare Benefit Wraparound Plan | Community Clinic Of Maui, Inc. Dba Malama I Ke Ola Health Center | not reported in the loaded dataset | 2023 |
Largest plans in Wailuku → · Wailuku plans with financial data → · $1B+ plans in Wailuku → · Providers by reported compensation →
Related Form 5500 pages
- All HI Form 5500 filings
- Maui Medical Group, Inc. 401(K) Retirement Savings Plan (plan 002)
- The Maui Medical Group, Inc. — all reported plans
- Maui Economic Opportunity Inc. 401(K) Plan (plan 002)
- Maui Economic Opportunity Inc — all reported plans
- Dowling Company, Inc. 401(K) Salary Reduction Plan (plan 001)
- Dowling Company, Inc. — all reported plans
- Mitchell Tasaki M.D., Inc. 401(K) Profit Sharing Plan (plan 001)
- Mitchell Tasaki, M.D., Inc. — all reported plans
- Michael R. Savona, M.D., A Sole Proprietorship, Profit Sharing Plan (plan 001)
- Michael R. Savona, M.D., A Sole Proprietorship — all reported plans
- Pacific Whale Foundation 401(K) Plan (plan 001)
- Pacific Whale Foundation — all reported plans
- Hawaii Premier Investments Inc. Pension Transfer Trust Plan (plan 001)
- Hawaii Premier Investments, Inc — all reported plans
- Brietta Inc. 401(K) Plan (plan 001)
- Brietta Inc. — all reported plans
- Pacific Whale Foundation Health & Welfare Plan (plan 501)
- The Maui Medical Group, Inc. (Life Standard) (plan 502)
- The Maui Medical Group, Inc. (Dental) (plan 503)
- The Maui Medical Group, Inc. (Health Hmsa) (plan 501)
- Maui Economic Opportunity, Inc. Health Plan (plan 505)
- Community Clinic Of Maui, Inc. Dba Malama I Ke Ola Health Center Erisa Welfare Benefit Wraparound Plan (plan 502)
- Community Clinic Of Maui, Inc. Dba Malama I Ke Ola Health Center — all reported plans
- Methodology
- Data sources