Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of the Hotel Industry-Ilwu Pension Plan Pension Plan
Data updated 2026-08-25
- $269M
- Total assets Near avg plan size
- 5,828
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $46,073
- Avg per participant Low balance/head
Official DOL plan name: Hotel Industry-Ilwu Pension Plan · Sponsored by Board of Trustees of the Hotel Industry-Ilwu Pension Plan · Hawaii · Food Services & Accommodation
$269M in assets, 5,828 participants
Board of Trustees of the Hotel Industry-Ilwu Pension Plan's Hotel Industry-Ilwu Pension Plan reported $269M in total assets and 5,828 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #4,555 in Food Services & Accommodation (4,592 peers)
Coverage in Hawaii
Hotel Industry-Ilwu Pension Plan covers 5,828 participants in Hawaii, 15x the typical Hawaii plan (state average ~380 per filing). Assets: $269M.
- #4,555
- in Food Services & Accommodation (4,592 peers)
- -20.0%
- assets change YoY
- 2.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $68M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hotel Industry-Ilwu Pension Plan's outsized position by total assets
Hotel Industry-Ilwu Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$268,513,705 Top 3% higher than 97% 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
Hotel Industry-Ilwu Pension Plan'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. Hotel Industry-Ilwu Pension Plan lands in the large band (5,828 participants).
Published 5500 schedule card
Filing strip 996027621 · Board of Trustees of the Hotel Industry-Ilwu Pension Plan PY 2022 · Defined Benefit (Pension)
Hotel Industry-Ilwu Pension Plan · $269M · 5,828 · 97th
- RANK $269M
- PHOTO 5,828
- IND 97th
- EOY Defined Benefit (Pension)
- 5500 near Pension Plan for Employees of Mount Nittany Medical Center
- ASSETS ind #4555
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 Food Services & Accommodation retirement plans → · Plans in Hawaii →
Hotel Industry-Ilwu Pension Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $336M |
|---|---|
| Net Assets (End of Year) | $267M |
| Net Income | -$68M |
| Employer EIN | 996027621 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Hotel Industry-Ilwu Pension Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Hotel Industry-Ilwu Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $319M 18.80590527027289% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,828 | $269M |
| 2023 | 1 | 5,828 | $310M |
| 2024 | 1 | 6,992 | $319M |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries $1.7B · 2,548
- Hotel Union and Hotel Industry of Hawaii Pension Plan $628M · 7,370
- Pamcah-Ua Local 675 Pension Plan $516M · 1,506
- The Queen's Health Systems Pension Plan $478M · 5,260
- Hawaii Pacific Health Retirement Plan $408M · 5,589
Scale composition for Hotel Industry-Ilwu Pension Plan
Hotel Industry-Ilwu Pension Plan reports $269M in end-of-year assets across 5,828 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $46,073 per participant (33% of the national average assets-per-participant) . Net income for plan year 2022 was -$68M.
This plan identity (EIN 996027621, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $269M to $319M (+18.8%) while covered participants moved from 5,828 to 6,992 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,828 | $269M | This page |
| 2023 | 5,828 | $310M | Open filing |
| 2024 · index core | 6,992 | $319M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Hotel Industry-Ilwu Pension Plan (Defined Benefit (Pension), $319M, 6,992 participants)
Hotel Industry-Ilwu Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Mount Nittany Medical Center in PA ($268M); by covered participants it is Pinnacle West Capital Corporation Retirement Plan in AZ (5,840 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($269M here).
- Pension Plan for Employees of Mount Nittany Medical Center (PA) $268M · 1,277
- Connecticut Plumbers & Pipefitters Pension Plan (CT) $269M · 938
- The Avon Company Personal Retirement Account Plan (NY) $269M · 378
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund (PA) $267M · 5,533
Similar participant headcount
Nearest other-state filings by covered participants (5,828 participants); asset peers above are excluded.
- Pinnacle West Capital Corporation Retirement Plan (AZ) 5,840 · 12 off
- Voya Retirement Plan (GA) 5,802 · 26 off
- Ufcw Local 1262 & Employers Pension Fund (NJ) 5,855 · 27 off
- Retirement Benefit Accumulation Plan for Employees of Pwc LLP (FL) 5,861 · 33 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.