Money Purchase · DOL Form 5500 · 2022
Hawaii Carpenters Financial Security Money Purchase Plan
Data updated 2026-08-25
- $492M
- Total assets Above avg plan size
- 4,036
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $122,020
- Avg per participant Near avg balance/head
Official DOL plan name: Hawaii Carpenters Financial Security Fund · Sponsored by Hawaii Carpenters Financial Security · Hawaii · Construction
$492M in assets, 4,036 participants
Hawaii Carpenters Financial Security's Hawaii Carpenters Financial Security Fund reported $492M in total assets and 4,036 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #9,706 in Construction (9,927 peers)
Coverage in Hawaii
Hawaii Carpenters Financial Security Fund covers 4,036 participants in Hawaii, 11x the typical Hawaii plan (state average ~380 per filing). Assets: $492M.
- #9,706
- in Construction (9,927 peers)
- -8.9%
- assets change YoY
- 4.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hawaii Carpenters Financial Security Fund's outsized position by total assets
Hawaii Carpenters Financial Security Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$492,473,666 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hawaii Carpenters Financial Security Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hawaii Carpenters Financial Security Fund lands in the large band (4,036 participants).
EBSA filing schedule strip
Filing strip 990264272 · Hawaii Carpenters Financial Security PY 2022 · Money Purchase
Hawaii Carpenters Financial Security Fund · $492M · 4,036 · 98th
- NET $492M
- BOOK 4,036
- VS-ST 98th
- BOY Money Purchase
- SCH near Iron Workers District Council of New England Annuity Fund
- EBSA ind #9706
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 Construction retirement plans → · Plans in Hawaii →
Hawaii Carpenters Financial Security Fund in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $541M |
|---|---|
| Net Assets (End of Year) | $491M |
| Net Income | -$46M |
| Employer EIN | 990264272 |
| Plan Effective Date | 1988-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaii Carpenters Financial Security)
Sponsor-wide plan assets over time
All Hawaii Carpenters Financial Security plans reported in each filing year
- Latest sponsor-wide plan assets
- $662M 34.4858226388901% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,036 | $492M |
| 2023 | 1 | 3,972 | $577M |
| 2024 | 1 | 4,066 | $662M |
Nearby Money Purchase Plans in Hawaii
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Pamcah-Ua Local 675 Annuity Plan $302M · 1,479
- Hawaii Laborers' Annuity Fund $277M · 2,896
- Hawaii Sheet Metal Workers Annuity Profit Sharing $109M · 519
- Hawaii Masons and Plasterers Annuity Plan $104M · 1,292
- First Hawaiian, Inc. Future Plan $102M · 1,842
Hawaii Carpenters Financial Security Fund's out-of-state Money Purchase peers by assets and headcount
Outside Hawaii, the nearest Money Purchase by assets is Iron Workers District Council of New England Annuity Fund in MA ($500M); by covered participants it is The George Washington University Retirement Plan for Faculty and Staff in VA (4,007 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($492M here).
- Iron Workers District Council of New England Annuity Fund (MA) $500M · 6,992
- Virginia Mason Medical Center Retirement Plan (WA) $481M · 5,662
- Money Purchase Pension Plan of Wake Forest University Health Sciences (NC) $479M · 2,393
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) $478M · 1,722
Similar participant headcount
Nearest other-state filings by covered participants (4,036 participants); asset peers above are excluded.
- The George Washington University Retirement Plan for Faculty and Staff (VA) 4,007 · 29 off
- Local 191 I.B.E.W. Money Purchase Plan (WA) 3,986 · 50 off
- Millwright Employers Association Millwright & Machine Erectors Money Purchase Pension Plan (CA) 3,935 · 101 off
- Defined Contribution Plan of the Agc-Iuoe Local 701 Pension Trust Fund (WA) 3,929 · 107 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.