Money Purchase · DOL Form 5500 · 2022

Board of Trustees of Local 665 I.a.T.S.E. Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
858
Participants Near avg headcount
79th
Percentile by assets National rank
$26,919
Avg per participant Low balance/head
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Official DOL plan name: Local 665 I.a.T.S.E. Annuity Plan · Sponsored by Board of Trustees of Local 665 I.a.T.S.E. Annuity Fund · Hawaii · Construction

$23M in assets, 858 participants

Board of Trustees of Local 665 I.a.T.S.E. Annuity Fund's Local 665 I.a.T.S.E. Annuity Plan reported $23M in total assets and 858 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,796 in Construction (9,927 peers)

Coverage in Hawaii

Local 665 I.a.T.S.E. Annuity Plan covers 858 participants in Hawaii, 2.3x the typical Hawaii plan (state average ~380 per filing). Assets: $23M.

#7,796
in Construction (9,927 peers)
+5.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Local 665 I.a.T.S.E. Annuity Plan's outsized position by total assets

Local 665 I.a.T.S.E. Annuity Plan vs every filed plan by assets

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

$23,096,581 Top 21% higher than 79% 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

Local 665 I.a.T.S.E. Annuity Plan 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. Local 665 I.a.T.S.E. Annuity Plan sits mid-pack in the medium band (858 participants).

Form 5500 schedule snapshot

Filing strip 990228406 · Board of Trustees of Local 665 I.a.T.S.E. Annuity Fund PY 2022 · Money Purchase

Local 665 I.a.T.S.E. Annuity Plan · $23M · 858 · 79th

  • PCT $23M
  • EIN 858
  • RANK 79th
  • PHOTO Money Purchase
  • IND near Au Medical Associates Employees' Money Purchase Pension Plan
  • EOY ind #7796

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 →

Local 665 I.a.T.S.E. Annuity Plan in the asset neighbourhood

I.B.E.W. Local No. 106 Annuity PlanI.B.E.W. Local No. 106 Annui…$23MLocal 665 I.a.T.S.E. Annuity PlanLocal 665 I.a.T.S.E. Annuity…$23MAu Medical Associates Employees' Money Purchase Pension PlanAu Medical Associates Employ…$23MThe New England Center for Children, Inc. Target Benefit PlanThe New England Center for C…$23MMoney Purchase Plan for the Employees of American Gfm CorporationMoney Purchase Plan for the …$23M
End-of-year total assets ($M) among Local 665 I.a.T.S.E. Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN990228406
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 665 I.a.T.S.E. Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Local 665 I.a.T.S.E. Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$25M 7.39216336824918% vs 2022
2024 filing year
$22M$23M$24M$25M 202220232024 $23.1M $24.8M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 858 $23M
2023 1 936 $25M
2024 1 785 $25M

Nearby Money Purchase Plans in Hawaii

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

Local 665 I.a.T.S.E. Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Local 665 I.a.T.S.E. Annuity Plan, Total assets ($M): 23.096581 · Participants: 858Local 665 I.a.T.S.E. Annuity PlanHawaii Carpenters Financial Security Fund, Total assets ($M): 492.473666 · Participants: 4036Hawaii Carpenters Financial Security FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 301.758571 · Participants: 1479Pamcah-Ua Local 675 Annuity PlanHawaii Laborers' Annuity Fund, Total assets ($M): 276.950166 · Participants: 2896Hawaii Laborers' Annuity FundHawaii Sheet Metal Workers Annuity Profit Sharing, Total assets ($M): 108.54438 · Participants: 519Hawaii Sheet Metal Workers Annuity Profit SharingHawaii Masons and Plasterers Annuity Plan, Total assets ($M): 103.788026 · Participants: 1292Hawaii Masons and Plasterers Annuity Plan
Local 665 I.a.T.S.E. Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Local 665 I.a.T.S.E. Annuity Plan side-by-side with 3 peers →

Local 665 I.a.T.S.E. Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Hawaii, the nearest Money Purchase by assets is Au Medical Associates Employees' Money Purchase Pension Plan in GA ($23M); by covered participants it is Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan in TN (853 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (858 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 Local 665 I.a.T.S.E. Annuity Plan assets move in 2022? ▼
Local 665 I.a.T.S.E. Annuity Plan edged up modestly - up 5.0% during 2022, from $22M to $23M. Reported net income was $1M.
How have Board of Trustees of Local 665 I.a.T.S.E. Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 665 I.a.T.S.E. Annuity Fund's sponsor-wide assets grew 7.4%, from $23M to $25M.
Where does Local 665 I.a.T.S.E. Annuity Plan rank by assets among Form 5500 filers? ▼
Local 665 I.a.T.S.E. Annuity Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Local 665 I.a.T.S.E. Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Au Medical Associates Employees' Money Purchase Pension Plan in GA ($23M, 323 participants).
Which Money Purchase plans cover a similar participant headcount to Local 665 I.a.T.S.E. Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan in TN (853 participants, $98M in assets).

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 990228406.

Read our methodology - how this data is sourced, computed, and verified.

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