Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees Hawaii Sheet Metal Workers Pension Fund Pension Plan
Data updated 2026-08-25
- $280M
- Total assets Near avg plan size
- 464
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $602,378
- Avg per participant High balance/head
Official DOL plan name: Hawaii Sheet Metal Workers Pension Fund · Sponsored by Board of Trustees Hawaii Sheet Metal Workers Pension Fund · Hawaii · Construction
$280M in assets, 464 participants
Board of Trustees Hawaii Sheet Metal Workers Pension Fund's Hawaii Sheet Metal Workers Pension Fund reported $280M in total assets and 464 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.
- #9,544 in Construction (9,927 peers)
Where Hawaii Sheet Metal Workers Pension Fund sits by assets
Hawaii Sheet Metal Workers Pension Fund sits in the top 5% of all filed plans by assets, $280M for 464 participants (~$602,378/participant), down 8.3% in 2022.
- #9,544
- in Construction (9,927 peers)
- -8.3%
- assets change YoY
- 2.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hawaii Sheet Metal Workers Pension Fund's outsized position by total assets
Hawaii Sheet Metal Workers Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$279,503,217 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
Hawaii Sheet Metal Workers Pension Fund 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 Pension Fund sits mid-pack in the medium band (464 participants).
EBSA filing schedule strip
Filing strip 996009479 · Board of Trustees Hawaii Sheet Metal Workers Pension Fund PY 2022 · Defined Benefit (Pension)
Hawaii Sheet Metal Workers Pension Fund · $280M · 464 · 97th
- 5500 $280M
- 5500 464
- 5500 97th
- 5500 Defined Benefit (Pension)
- 5500 near The Retirement Plan of Central Georgia Health Systems, Inc.
- 5500 ind #9544
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 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $305M |
|---|---|
| Net Assets (End of Year) | $278M |
| Net Income | -$27M |
| Employer EIN | 996009479 |
| Plan Effective Date | 1965-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Hawaii Sheet Metal Workers Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees Hawaii Sheet Metal Workers Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $316M 13.130682857220924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 464 | $280M |
| 2023 | 1 | 463 | $289M |
| 2024 | 1 | 455 | $316M |
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
Hawaii Sheet Metal Workers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is The Retirement Plan of Central Georgia Health Systems, Inc. in GA ($280M); by covered participants it is Mayo Clinic Methodist Hospital Hourly Employees' Pension Plan in MN (464 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($280M here).
- The Retirement Plan of Central Georgia Health Systems, Inc. (GA) $280M · 1,257
- Nissan Employee Retirement Plan B (TN) $280M · 1,066
- Mattel Cash Balance Plan (CA) $280M · 266
- Tenth Amended & Restated Owens-Illinois Salary Retirement Plan (OH) $279M · 256
Similar participant headcount
Nearest other-state filings by covered participants (464 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.