Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees Hawaii Sheet Metal Workers Pension Fund Pension Plan
Data updated 2026-08-11
- $280M
- Total assets
- 464
- Participants
- 97th
- Percentile by assets
- $602,378
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $280M
- total plan assets (2022 EOY)
- 464
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $602,378
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Hawaii Sheet Metal Workers Pension Fund outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).
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)
| 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.
Hawaii Sheet Metal Workers Pension Fund vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Hawaii Sheet Metal Workers Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Hawaii Sheet Metal Workers Pension Fund assets move in 2022? ▼
How have Board of Trustees Hawaii Sheet Metal Workers Pension Fund plan assets changed over time? ▼
Where does Hawaii Sheet Metal Workers Pension Fund rank by assets among Form 5500 filers? ▼
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Next read for Hawaii Sheet Metal Workers Pension Fund
Scale reading
Ways to act on Hawaii Sheet Metal Workers Pension Fund's numbers.
- By total assets, Hawaii Sheet Metal Workers Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Hawaii. Compare plans
- Board of Trustees Hawaii Sheet Metal Workers Pension Fund's sponsor-wide assets have grown 13.1% since 2022 across 3 plan years on file. More Construction plans