Money Purchase · DOL Form 5500 · 2022
Hawaii Sheet Metal Workers Annuity Money Purchase Plan
Data updated 2026-08-11
- $109M
- Total assets
- 519
- Participants
- 93rd
- Percentile by assets
- $209,141
- Avg per participant
Official DOL plan name: Hawaii Sheet Metal Workers Annuity Profit Sharing · Sponsored by Hawaii Sheet Metal Workers Annuity · Hawaii · Construction
$109M in assets, 519 participants
Hawaii Sheet Metal Workers Annuity's Hawaii Sheet Metal Workers Annuity Profit Sharing reported $109M in total assets and 519 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #9,124 in Construction (9,927 peers)
Where Hawaii Sheet Metal Workers Annuity Profit Sharing sits by assets
Hawaii Sheet Metal Workers Annuity Profit Sharing sits in the top 10% of all filed plans by assets, $109M for 519 participants (~$209,141/participant), down 6.2% in 2022.
- $109M
- total plan assets (2022 EOY)
- 519
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $209,141
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hawaii Sheet Metal Workers Annuity Profit Sharing vs the 2022 asset distribution
By assets, Hawaii Sheet Metal Workers Annuity Profit Sharing outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | -$8M |
| Employer EIN | 996027785 |
| Plan Effective Date | 2012-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaii Sheet Metal Workers Annuity)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 519 | $109M |
| 2023 | 1 | 514 | $108M |
| 2024 | 1 | 571 | $109M |
Nearby Money Purchase Plans in Hawaii
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Hawaii Sheet Metal Workers Annuity Profit Sharing vs. nearby Money Purchase plans in Hawaii, assets vs. participants
- Hawaii Carpenters Financial Security Fund $492M · 4,036
- Pamcah-Ua Local 675 Annuity Plan $302M · 1,479
- Hawaii Laborers' Annuity Fund $277M · 2,896
- Hawaii Masons and Plasterers Annuity Plan $104M · 1,292
- First Hawaiian, Inc. Future Plan $102M · 1,842
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Hawaii Sheet Metal Workers Annuity Profit Sharing by total assets, not by location.
- Amundi US, Inc. Retirement Benefit Plan (MA) $109M · 449
- Mid-Atlantic States District Council Participating Locals Annuity Fund (VA) $108M · 2,809
- South Central Annuity Fund (TX) $107M · 8,341
- Central Texas College Employees Pension Plan and Trust (TX) $110M · 688
Frequently Asked Questions
How did Hawaii Sheet Metal Workers Annuity Profit Sharing assets move in 2022? ▼
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Where does Hawaii Sheet Metal Workers Annuity Profit Sharing rank by assets among Form 5500 filers? ▼
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Next read for Hawaii Sheet Metal Workers Annuity Profi…
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Ways to act on Hawaii Sheet Metal Workers Annuity Profit Sharing's numbers.
- By total assets, Hawaii Sheet Metal Workers Annuity Profit Sharing ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Hawaii. Compare plans
- Hawaii Sheet Metal Workers Annuity's sponsor-wide assets have grown 0.3% since 2022 across 3 plan years on file. More Construction plans