Defined Benefit (Pension) · DOL Form 5500 · 2022

Young Brothers, LLC Pension Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
209
Participants Below avg headcount
91st
Percentile by assets National rank
$371,112
Avg per participant High balance/head
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Official DOL plan name: Young Brothers, Limited Pension Plan · Sponsored by Young Brothers, LLC · Hawaii · Transportation & Warehousing

$78M in assets, 209 participants

Young Brothers, LLC's Young Brothers, Limited Pension Plan reported $78M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,475 in Transportation & Warehousing (3,876 peers)

Where Young Brothers, Limited Pension Plan sits by assets

Young Brothers, Limited Pension Plan sits in the top 10% of all filed plans by assets, $78M for 209 participants (~$371,112/participant), down 25.7% in 2022.

#3,475
in Transportation & Warehousing (3,876 peers)
-25.7%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Young Brothers, Limited Pension Plan's outsized position by total assets

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

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

$77,562,433 Top 9% higher than 91% 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 Pension Plan among mid-size 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 Pension Plan sits mid-pack in the medium band (209 participants).

Published 5500 schedule card

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

Young Brothers, Limited Pension Plan · $78M · 209 · 91st

  • TYPE $78M
  • TYPE 209
  • TYPE 91st
  • TYPE Defined Benefit (Pension)
  • TYPE near First Merchants Corporation Retirement Pension Plan
  • TYPE ind #3475

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 Pension Plan in the asset neighbourhood

Young Brothers, Limited Pension PlanYoung Brothers, Limited Pens…$78MFirst Merchants Corporation Retirement Pension PlanFirst Merchants Corporation …$78MSwisher International, Inc. Retirement Income Plan for Wage EmployeesSwisher International, Inc. …$77MFlint Hills Resources Pension PlanFlint Hills Resources Pensio…$77MAdvansix Inc. Retirement Earnings PlanAdvansix Inc. Retirement Ear…$77M
End-of-year total assets ($M) among Young Brothers, Limited Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$78M
Net Income-$27M
Employer EIN990105204
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Young Brothers, LLC)

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

Nearby Defined Benefit (Pension) Plans in Hawaii

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

Young Brothers, Limited 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 ($B) Participants Young Brothers, Limited Pension Plan, Total assets ($B): 0.077562433 · Participants: 209Young Brothers, Limited 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 Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Young Brothers, Limited Pension Plan side-by-side with 3 peers →

Young Brothers, Limited 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 Merchants Corporation Retirement Pension Plan in IN ($78M); by covered participants it is Willkie Farr & Gallagher LLP Partner Pension Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.

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 Pension Plan assets move in 2022? ▼
Young Brothers, Limited Pension Plan declined sharply - down 25.7% during 2022, from $104M to $78M. Reported net income was -$27M.
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.
Where does Young Brothers, Limited Pension Plan rank by assets among Form 5500 filers? ▼
Young Brothers, Limited Pension Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Young Brothers, Limited Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is First Merchants Corporation Retirement Pension Plan in IN ($78M, 153 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Young Brothers, Limited Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Willkie Farr & Gallagher LLP Partner Pension Plan in NY (209 participants, $81M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990105204.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.