401(k) · DOL Form 5500 · 2022

Hawaii Carpenters 401(k) Fund 401(k) Plan

Data updated 2026-08-25

$205M
Total assets Near avg plan size
6,243
Participants Above avg headcount
96th
Percentile by assets National rank
$32,758
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hawaii Carpenters 401(k) Fd · Sponsored by Hawaii Carpenters 401(k) Fund · Hawaii · Construction

$205M in assets, 6,243 participants

Hawaii Carpenters 401(k) Fund's Hawaii Carpenters 401(k) Fd reported $205M in total assets and 6,243 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #9,427 in Construction (9,927 peers)

Coverage in Hawaii

Hawaii Carpenters 401(k) Fd covers 6,243 participants in Hawaii, 16x the typical Hawaii plan (state average ~380 per filing). Assets: $205M.

#9,427
in Construction (9,927 peers)
-12.7%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hawaii Carpenters 401(k) Fd's outsized position by total assets

Hawaii Carpenters 401(k) Fd vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$204,510,851 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Hawaii Carpenters 401(k) Fd's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hawaii Carpenters 401(k) Fd lands in the large band (6,243 participants).

EBSA filing schedule strip

Filing strip 550822045 · Hawaii Carpenters 401(k) Fund PY 2022 · 401(k)

Hawaii Carpenters 401(k) Fd · $205M · 6,243 · 96th

  • IND $205M
  • IND 6,243
  • IND 96th
  • IND 401(k)
  • IND near Abx Air, Inc. Pilots Investment Plan
  • IND ind #9427

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 Carpenters 401(k) Fd in the asset neighbourhood

First Merchants Corporation Retirement Income and Savings PlanFirst Merchants Corporation …$205MHawaii Carpenters 401(k) Fd$205MAbx Air, Inc. Pilots Investment PlanAbx Air, Inc. Pilots Investm…$205MGypsum Management and Supply, Inc. 401(k) Savings PlanGypsum Management and Supply…$204MFlorida Cancer Specialists & Research Institute, LLC 401(k) Profit Sharing Plan & TrustFlorida Cancer Specialists &…$204M
End-of-year total assets ($M) among Hawaii Carpenters 401(k) Fd and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$234M
Net Assets (End of Year)$204M
Net Income-$30M
Employer EIN550822045
Plan Effective Date2003-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawaii Carpenters 401(k) Fund)

Sponsor-wide plan assets over time

All Hawaii Carpenters 401(k) Fund plans reported in each filing year

Latest sponsor-wide plan assets
$258M 26.14449245042748% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $205M $258M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 6,243 $205M
2023 1 6,309 $235M
2024 1 6,413 $258M

Nearby 401(k) Plans in Hawaii

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hawaii Carpenters 401(k) Fd vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 00.511.5 Total assets ($B) Participants Hawaii Carpenters 401(k) Fd, Total assets ($B): 0.204510851 · Participants: 6243Hawaii Carpenters 401(k) FdThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.303213481 · Participants: 8104The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.679386573 · Participants: 2022Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.620580397 · Participants: 2630Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.459837917 · Participants: 856Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.456197903 · Participants: 2997Kamehameha Schools 401(k) Retirement Savings Plan
Hawaii Carpenters 401(k) Fd vs. nearby 401(k) plans in Hawaii, assets vs. participants

Scale composition for Hawaii Carpenters 401(k) Fd

Hawaii Carpenters 401(k) Fd reports $205M in end-of-year assets across 6,243 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $32,758 per participant (24% of the national average assets-per-participant) . Net income for plan year 2022 was -$30M.

This plan identity (EIN 550822045, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $205M to $258M (+26.1%) while covered participants moved from 6,243 to 6,413 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,243 $205M This page
2023 6,309 $235M Open filing
2024 · index core 6,413 $258M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Hawaii Carpenters 401(k) Fd's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Abx Air, Inc. Pilots Investment Plan in OH ($205M); by covered participants it is Asm Global Retirement & Savings Plan in PA (6,242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,243 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.

Frequently Asked Questions

How did Hawaii Carpenters 401(k) Fd assets move in 2022? ▼
Hawaii Carpenters 401(k) Fd pulled back noticeably - down 12.7% during 2022, from $234M to $205M. Reported net income was -$30M.
How have Hawaii Carpenters 401(k) Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawaii Carpenters 401(k) Fund's sponsor-wide assets grew 26.1%, from $205M to $258M.
Where does Hawaii Carpenters 401(k) Fd rank by assets among Form 5500 filers? ▼
Hawaii Carpenters 401(k) Fd ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Hawaii Carpenters 401(k) Fd? ▼
Among 401(k) plans in other states, the closest by assets is Abx Air, Inc. Pilots Investment Plan in OH ($205M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Hawaii Carpenters 401(k) Fd? ▼
Among 401(k) plans in other states, the closest by covered participants is Asm Global Retirement & Savings Plan in PA (6,242 participants, $243M in assets).