Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Hawaii Masons and Plasterers Annuity Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of the Hawaii Masons & Plasterers Annuity Trust Fund · Hawaii · Construction

What the 2023 filing shows

Hawaii Masons and Plasterers Annuity Plan holds $104M for 1,292 participants — about $80,331 per participant, down 10.0% over the 2022 plan year.

$104M
total plan assets (2022 EOY)
1,292
covered participants
$80,331
avg assets per participant
-10.0%
assets change YoY

The plan reported a net loss of $11M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$104M
Participants
1,292
State
Industry
Construction

What the Filing Says About Hawaii Masons and Plasterers Annuity Plan

Hawaii Masons and Plasterers Annuity Plan is a Money Purchase retirement plan sponsored by Board of Trustees of the Hawaii Masons & Plasterers Annuity Trust Fund, headquartered in Hawaii. As of the 2022 Form 5500 filing, the plan reports $104M in total end-of-year assets and covers 1,292 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 996024001, and the plan has been effective since 1971-08-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $115M at the beginning of 2022 to $104M at year-end — a decline of 10.0%. Net assets (after liabilities) closed the year at $103M, with reported net income of $-11,365,225 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$115M
Total Assets (End of Year)$104M
Net Assets (End of Year)$103M
Net Income$-11,365,225
Plan TypeMoney Purchase
Employer EIN996024001
Plan Effective Date1971-08-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Hawaii Masons & Plasterers Annuity Trust Fund)

Year Plans Participants Total Assets
2022 1 1,292 $104M
2023 1 1,254 $117M
2024 1 1,143 $127M

Nearby Money Purchase Plans in Hawaii

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Hawaii Masons and Plasterers Annuity Plan?
As of the 2022 Form 5500 filing, Hawaii Masons and Plasterers Annuity Plan holds $104M in total assets with 1,292 participants. It is sponsored by Board of Trustees of the Hawaii Masons & Plasterers Annuity Trust Fund.
What type of plan is Hawaii Masons and Plasterers Annuity Plan?
Hawaii Masons and Plasterers Annuity Plan is a Money Purchase plan. It has been effective since 1971-08-30. The plan is filed with the U.S. Department of Labor under EIN 996024001.
Who sponsors the Hawaii Masons and Plasterers Annuity Plan?
Hawaii Masons and Plasterers Annuity Plan is sponsored by Board of Trustees of the Hawaii Masons & Plasterers Annuity Trust Fund, located in Hawaii. The sponsor's EIN is 996024001 and the plan operates in the Construction industry.
How did Hawaii Masons and Plasterers Annuity Plan perform in 2022?
Hawaii Masons and Plasterers Annuity Plan declined by 10.0% during 2022, moving from $115M to $104M in total assets. Net income was $-11,365,225.
Where can I find official filings for Hawaii Masons and Plasterers Annuity Plan?
Official Form 5500 filings for Hawaii Masons and Plasterers Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 996024001 or plan name at efast.dol.gov.
How does Hawaii Masons and Plasterers Annuity Plan compare to other plans?
You can compare Hawaii Masons and Plasterers Annuity Plan against other Money Purchase plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 996024001.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.