Defined Benefit (Pension) · DOL Form 5500 · 2022

Hale Makua Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
30
Participants Small participant base
54th
Percentile by assets National rank
$201,700
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Non-Bargaining Employees of Hale Makua · Sponsored by Hale Makua · Hawaii · Healthcare & Social Assistance

$6M in assets, 30 participants

Hale Makua's Retirement Plan for Non-Bargaining Employees of Hale Makua reported $6M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #12,112 in Healthcare & Social Assistance (20,060 peers)

Hale Makua multi-year trail

Hale Makua's plans moved -44.5% in assets from 2022 to 2024; this filing shows Retirement Plan for Non-Bargaining Employees of Hale Makua at $6M / 30 participants.

#12,112
in Healthcare & Social Assistance (20,060 peers)
-15.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Non-Bargaining Employees of Hale Makua's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Plan for Non-Bargaining Employees of Hale Makua vs every filed plan by assets

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

$6,051,007 Top 46% higher than 54% 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

Retirement Plan for Non-Bargaining Employees of Hale Makua among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Non-Bargaining Employees of Hale Makua is a small filing (30 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 990080460 · Hale Makua PY 2022 · Defined Benefit (Pension)

Retirement Plan for Non-Bargaining Employees of Hale Makua · $6M · 30 · 54th

  • EBSA $6M
  • PART 30
  • TYPE 54th
  • NET Defined Benefit (Pension)
  • BOOK near Ok Inc Defined Benefit Plan and Trust
  • VS-ST ind #12112

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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →

Retirement Plan for Non-Bargaining Employees of Hale Makua in the asset neighbourhood

The Johnstown Tribune Publishing Company Bargaining Pension PlanThe Johnstown Tribune Publis…$6MWorcester Envelope Company Employees' Pension PlanWorcester Envelope Company E…$6MRetirement Plan for Non-Bargaining Employees of Hale MakuaRetirement Plan for Non-Barg…$6MOk Inc Defined Benefit Plan and TrustOk Inc Defined Benefit Plan …$6MWcp Retirement Plan$6M
End-of-year total assets ($M) among Retirement Plan for Non-Bargaining Employees of Hale Makua and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Hale Makua multi-year asset trail

Sponsor-wide plan assets over time

All Hale Makua plans reported in each filing year

Latest sponsor-wide plan assets
$17M 44.48478321156164% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $31.2M $17.3M ▼ -44.5%
Year Plans Participants Total Assets
2022 3 651 $31M
2023 3 587 $36M
2024 2 574 $17M

Hale Makua filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN990080460
Plan Effective Date1974-03-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Hawaii

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

Retirement Plan for Non-Bargaining Employees of Hale Makua vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants Retirement Plan for Non-Bargaining Employees of Hale Makua, Total assets ($B): 0.006051007 · Participants: 30Retirement Plan for Non-Bargaining Employees of Hale MakuaRetirement 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
Retirement Plan for Non-Bargaining Employees of Hale Makua vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Retirement Plan for Non-Bargaining Employees of Hale Makua side-by-side with 3 peers →

Retirement Plan for Non-Bargaining Employees of Hale Makua's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Ok Inc Defined Benefit Plan and Trust in CA ($6M); by covered participants it is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Retirement Plan for Non-Bargaining Employees of Hale Makua assets move in 2022? ▼
Retirement Plan for Non-Bargaining Employees of Hale Makua declined sharply - down 15.7% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Hale Makua plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hale Makua's sponsor-wide assets declined 44.5%, from $31M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Non-Bargaining Employees of Hale Makua? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ok Inc Defined Benefit Plan and Trust in CA ($6M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Non-Bargaining Employees of Hale Makua? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA (30 participants, $9M 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 990080460.

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.