Money Purchase · DOL Form 5500 · 2022
Hawaii Sheet Metal Workers Annuity Money Purchase Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 519
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $209,141
- Avg per participant Above avg balance/head
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.
- #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.
- #9,124
- in Construction (9,927 peers)
- -6.2%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
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's outsized position by total assets
Hawaii Sheet Metal Workers Annuity Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$108,544,380 Top 7% higher than 93% 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
Hawaii Sheet Metal Workers Annuity Profit Sharing 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. Hawaii Sheet Metal Workers Annuity Profit Sharing sits mid-pack in the medium band (519 participants).
Plan-year Form 5500 strip
Filing strip 996027785 · Hawaii Sheet Metal Workers Annuity PY 2022 · Money Purchase
Hawaii Sheet Metal Workers Annuity Profit Sharing · $109M · 519 · 93rd
- PART $109M
- PART 519
- PART 93rd
- PART Money Purchase
- PART near Amundi US, Inc. Retirement Benefit Plan
- PART ind #9124
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 Construction retirement plans → · Plans in Hawaii →
Hawaii Sheet Metal Workers Annuity Profit Sharing in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Hawaii Sheet Metal Workers Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 0.3059098960259389% vs 2022
- 2024 filing year
| 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 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
Hawaii Sheet Metal Workers Annuity Profit Sharing's out-of-state Money Purchase peers by assets and headcount
Outside Hawaii, the nearest Money Purchase by assets is Amundi US, Inc. Retirement Benefit Plan in MA ($109M); by covered participants it is Atc Individual Account Pension Plan in WI (518 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (519 participants); asset peers above are excluded.
- Atc Individual Account Pension Plan (WI) 518 · 1 off
- International Brotherhood of Electrical Workers Local Union #756 Pension Fund (FL) 520 · 1 off
- Norton Sound Health Corporation Money Purchase Pension Plan & Trust (AK) 521 · 2 off
- The Harker School 401(a) Defined Contribution Plan (CA) 522 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.