Money Purchase · DOL Form 5500 · 2022
Hawaii Carpenters Financial Security Money Purchase Plan
Data updated 2026-08-06
- $492M
- Total assets
- 4,036
- Participants
- 98th
- Percentile by assets
- $122,020
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #9,717 in Construction (9,938 peers)
Coverage in Hawaii
Hawaii Carpenters Financial Security Fund covers 4,036 participants in Hawaii, 11x the typical Hawaii plan (state average ~363 per filing). Assets: $492M.
- $492M
- total plan assets (2022 EOY)
- 4,036
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $122,020
- avg assets per participant
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.
Participants vs Hawaii filers
In Hawaii, the average filing covers about 363 participants across 468 plans. Hawaii Carpenters Financial Security Fund reports 4,036 participants - 11x that state average ($492M EOY assets).
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)
| 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.
Hawaii Carpenters Financial Security Fund vs. nearby Money Purchase plans in Hawaii, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Hawaii Carpenters Financial Security Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Hawaii Carpenters Financial Security Fund assets move in 2022? ▼
How have Hawaii Carpenters Financial Security plan assets changed over time? ▼
Where does Hawaii Carpenters Financial Security Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Hawaii Carpenters Financial Security Fund? ▼
Next read for Hawaii Carpenters Financial Security Fun…
Filing takeaways
Ways to act on Hawaii Carpenters Financial Security Fund's numbers.
- By total assets, Hawaii Carpenters Financial Security Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Hawaii. Compare plans
- Hawaii Carpenters Financial Security's sponsor-wide assets have grown 34.5% since 2022 across 3 plan years on file. More Construction plans