Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust Pension Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,568
Participants Near avg headcount
91st
Percentile by assets National rank
$48,731
Avg per participant Low balance/head
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Official DOL plan name: Ilwu (Hawaii) Employers General Pension Plan · Sponsored by Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust · Hawaii · Retail Trade

$76M in assets, 1,568 participants

Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust's Ilwu (Hawaii) Employers General Pension Plan reported $76M in total assets and 1,568 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.

  • #9,071 in Retail Trade (9,519 peers)

Coverage in Hawaii

Ilwu (Hawaii) Employers General Pension Plan covers 1,568 participants in Hawaii, 4.1x the typical Hawaii plan (state average ~380 per filing). Assets: $76M.

#9,071
in Retail Trade (9,519 peers)
-21.1%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ilwu (Hawaii) Employers General Pension Plan's outsized position by total assets

Ilwu (Hawaii) Employers General Pension Plan vs every filed plan by assets

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

$76,410,766 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

Ilwu (Hawaii) Employers General 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. Ilwu (Hawaii) Employers General Pension Plan lands in the large band (1,568 participants).

EBSA filing schedule strip

Filing strip 996027623 · Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust PY 2022 · Defined Benefit (Pension)

Ilwu (Hawaii) Employers General Pension Plan · $76M · 1,568 · 91st

  • IND $76M
  • EOY 1,568
  • 5500 91st
  • ASSETS Defined Benefit (Pension)
  • PCT near Pension Plan of Locals 794 & 819, I.a.T.S.E.
  • EIN ind #9071

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 Retail Trade retirement plans → · Plans in Hawaii →

Ilwu (Hawaii) Employers General Pension Plan in the asset neighbourhood

The Terumo Retirement Plan$77MAgents Retirement Plan of the Lincoln National Life Insurance CompanyAgents Retirement Plan of th…$76MPension Plan of Locals 794 & 819, I.a.T.S.E.Pension Plan of Locals 794 &…$76MIlwu (Hawaii) Employers General Pension PlanIlwu (Hawaii) Employers Gene…$76MSchott Corporation Pension PlanSchott Corporation Pension P…$76M
End-of-year total assets ($M) among Ilwu (Hawaii) Employers General Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$76M
Net Income-$20M
Employer EIN996027623
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust)

Sponsor-wide plan assets over time

All Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$91M 18.692936542476225% vs 2022
2024 filing year
$70M$75M$80M$85M$90M$95M 202220232024 $76.4M $90.7M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 1,568 $76M
2023 1 1,502 $86M
2024 1 1,434 $91M

Nearby Defined Benefit (Pension) Plans in Hawaii

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

Ilwu (Hawaii) Employers General Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.52 Total assets ($B) Participants Ilwu (Hawaii) Employers General Pension Plan, Total assets ($B): 0.076410766 · Participants: 1568Ilwu (Hawaii) Employers General 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
Ilwu (Hawaii) Employers General Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants

Ilwu (Hawaii) Employers General 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 of Locals 794 & 819, I.a.T.S.E. in NY ($76M); by covered participants it is Pga Tour Employees Retirement Plan in FL (1,567 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,568 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 Ilwu (Hawaii) Employers General Pension Plan assets move in 2022?
Ilwu (Hawaii) Employers General Pension Plan declined sharply - down 21.1% during 2022, from $97M to $76M. Reported net income was -$20M.
How have Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of the Ilwu (Hawaii) Employers General Pension Trust's sponsor-wide assets grew 18.7%, from $76M to $91M.
Where does Ilwu (Hawaii) Employers General Pension Plan rank by assets among Form 5500 filers?
Ilwu (Hawaii) Employers General 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 Ilwu (Hawaii) Employers General Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of Locals 794 & 819, I.a.T.S.E. in NY ($76M, 69 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ilwu (Hawaii) Employers General Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pga Tour Employees Retirement Plan in FL (1,567 participants, $271M in assets).