Defined Benefit (Pension) · DOL Form 5500 · 2022

Young Brothers, LLC Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
12
Participants Small participant base
66th
Percentile by assets National rank
$881,038
Avg per participant High balance/head
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Official DOL plan name: Young Brothers, Limited Salaried Pension Plan · Sponsored by Young Brothers, LLC · Hawaii · Transportation & Warehousing

$11M in assets, 12 participants

Young Brothers, LLC's Young Brothers, Limited Salaried Pension Plan reported $11M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #2,652 in Transportation & Warehousing (3,876 peers)

2022 asset change

Young Brothers, Limited Salaried Pension Plan declined sharply 26.1% in 2022 ($14M → $11M) for 12 participants.

#2,652
in Transportation & Warehousing (3,876 peers)
-26.1%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Young Brothers, Limited Salaried Pension Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Young Brothers, Limited Salaried Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,572,459 Top 34% higher than 66% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Young Brothers, Limited Salaried Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Young Brothers, Limited Salaried Pension Plan is a small filing (12 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 990105204 · Young Brothers, LLC PY 2022 · Defined Benefit (Pension)

Young Brothers, Limited Salaried Pension Plan · $11M · 12 · 66th

  • PART $11M
  • PART 12
  • PART 66th
  • PART Defined Benefit (Pension)
  • PART near First Credit Union Cash Balance Defined Benefit Retirement Pension Plan
  • PART ind #2652

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 Transportation & Warehousing retirement plans → · Plans in Hawaii →

Young Brothers, Limited Salaried Pension Plan in the asset neighbourhood

Ohio Aluminum Industries, Inc. Union Employees Defined Benefit Pension PlanOhio Aluminum Industries, In…$11MProfusion Industries Marietta Plant Pension PlanProfusion Industries Mariett…$11MYoung Brothers, Limited Salaried Pension PlanYoung Brothers, Limited Sala…$11MFirst Credit Union Cash Balance Defined Benefit Retirement Pension PlanFirst Credit Union Cash Bala…$11MCarepoint Health, LLC Cash Balance PlanCarepoint Health, LLC Cash B…$11M
End-of-year total assets ($M) among Young Brothers, Limited Salaried Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Young Brothers, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Young Brothers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$83M 6.071315092778465% vs 2022
2024 filing year
$80M$82M$84M$86M$88M$90M 202220232024 $88.1M $82.8M ▼ -6.1%
Year Plans Participants Total Assets
2022 2 221 $88M
2023 2 231 $81M
2024 2 216 $83M

2022 asset-move particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$4M
Employer EIN990105204
Plan Effective Date1999-11-11
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Hawaii

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Young Brothers, Limited Salaried Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants Young Brothers, Limited Salaried Pension Plan, Total assets ($B): 0.010572459 · Participants: 12Young Brothers, Limited Salaried Pension PlanRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.736604888 · Participants: 2548Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.628200424 · Participants: 7370Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.516472393 · Participants: 1506Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.477529567 · Participants: 5260The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.407668583 · Participants: 5589Hawaii Pacific Health Retirement Plan
Young Brothers, Limited Salaried Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants

Young Brothers, Limited Salaried Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in AZ ($11M); by covered participants it is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Young Brothers, Limited Salaried Pension Plan assets move in 2022?
Young Brothers, Limited Salaried Pension Plan declined sharply - down 26.1% during 2022, from $14M to $11M. Reported net income was -$4M.
How have Young Brothers, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Young Brothers, LLC's sponsor-wide assets declined 6.1%, from $88M to $83M.
Which Defined Benefit (Pension) plans are similar in size to Young Brothers, Limited Salaried Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in AZ ($11M, 102 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Young Brothers, Limited Salaried Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants, $1M in assets).