Plan5500

GU Form 5500 retirement and benefit plan filings

State 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, GU has 40 loaded benefit plan(s) reported by 32 plan sponsor(s), with $305,887,518 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
40
Plan sponsors
32
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$305.7MSummed across loaded plans$305,685,430
Total reported assets$305.9M$305,887,518
Total reported participants14.4K14,379
Total reported liabilities$202.1K$202,088

Reported net position

Reported assets = net assets + liabilities (summed)$305.9M total assets
Net assets$305.7MLiabilities$202.1K
Contributions & income
Employer contributions$13M
Participant contributions$22.4M
Total income / additions$75.2M
Expenses & distributions
Benefits paid / distributions$31.3M
Total expenses$32.9M
Net increase / (decrease)$42.4M

Data coverage

Plans with financial statements30 / 40 (75%)
Plans with provider compensation26 / 40 (65%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for 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.

Cities by loaded plan count

Computed from loaded plans

GU market comparison

Largest plan share of assets10%Guam Regional Medical City 401(K) Retirement Savings Plan
Participants per plan359Average across loaded plans
Plan sponsors32
Ranked by reported assets

Largest loaded GU plans

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. · Hagatna · 2023
  2. 2
    Bankguam Holding Company 401(K) Retirement Savings Plan$30.5M
    Bankguam Holding Company · Hagatna · 2023
  3. 3
    Teleguam Holdings LLC 401(K) Plan$29M
    Teleguam Holdings LLC · Upper Tumon · 2023
  4. 4
    Cpl Pacific 401(K) Savings Plan$25M
    Cpl Pacific, LLC · Tamuning · 2023
  5. 5
    Dzsp 21 LLC Retirement Savings Plan$22.5M
    Dzsp 21 LLC · Hagatna · 2023
  6. 6
    Calvo Enterprises, Inc. 401(K) Profit Sharing Plan$20.1M
    Calvo Enterprises, Inc. · Hagatna · 2023
  7. 7
    Takecare Insurance Company, Inc. Savings & Profit Sharing Plan$19.4M
    Takecare Insurance Company, Inc. · Tamuning · 2023
  8. 8
    Payless Markets, Inc. 401(K) Retirement Savings Plan$16.2M
    Payless Markets, Inc. · Hagatna · 2023
  9. 9
    Docomo Pacific Inc. 401(K) Profit Sharing Plan$15.6M
    Docomo Pacific Inc. · Tamuning · 2023
  10. 10
    Atkins Kroll 401(K) Plan$14.3M
    Atkins Kroll, Inc. · Tamuning · 2023
  11. 11
    Triple J Enterprises, Inc. 401(K) Retirement Savings Plan$13.8M
    Triple J Enterprises, Inc. · Tamuning · 2023
  12. 12
    Hawaiian Rock Products Retirement Savings Plan For Hourly Employees$13M
    Hawaiian Rock Products · Mangilao · 2023
  13. 13
    Coast360 Federal Credit Union 401(K) Plan$8M
    Coast360 Federal Credit Union · Maite · 2023
  14. 14
    Bmi Holdings, LLC 401(K) Retirement Savings Plan$6.6M
    Bmi Holdings, LLC · Dededo · 2023
  15. 15
    Hilton Guam Resort & Spa 401(K) Retirement Savings Plan$5.8M
    Premier Ken Guam, L.P. Dba Hilton Guam Resort & Spa · Tumon Bay · 2023

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

Related Form 5500 pages