Money Purchase · DOL Form 5500 · 2022
Board of Trustees of Local 665 I.a.T.S.E. Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $23M
- Total assets
- 858
- Participants
- 79th
- Percentile by assets
- $26,919
- Avg per participant
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.
- 79th percentile by assets (of 139,126 plans)
- #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.
- $23M
- total plan assets (2022 EOY)
- 858
- covered participants
- 79th
- percentile by assets (of 139,126 plans)
- $26,919
- avg assets per participant
Participants vs Hawaii filers
In Hawaii, the average filing covers about 380 participants across 517 plans. Local 665 I.a.T.S.E. Annuity Plan reports 858 participants - 2.3x that state average ($23M EOY assets).
Hawaii filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $1M |
| Employer EIN | 990228406 |
| Plan Effective Date | 1983-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local 665 I.a.T.S.E. Annuity Fund)
| 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
- Hawaii Carpenters Financial Security Fund $492M · 4,036
- Pamcah-Ua Local 675 Annuity Plan $302M · 1,479
- Hawaii Laborers' Annuity Fund $277M · 2,896
- Hawaii Sheet Metal Workers Annuity Profit Sharing $109M · 519
- Hawaii Masons and Plasterers Annuity Plan $104M · 1,292
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Local 665 I.a.T.S.E. Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Local 665 I.a.T.S.E. Annuity Plan assets move in 2022? ▼
How have Board of Trustees of Local 665 I.a.T.S.E. Annuity Fund plan assets changed over time? ▼
Where does Local 665 I.a.T.S.E. Annuity Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Local 665 I.a.T.S.E. Annuity Plan? ▼
Next read for Local 665 I.a.T.S.E. Annuity Plan
Filing takeaways
Ways to act on Local 665 I.a.T.S.E. Annuity Plan's numbers.
- By total assets, Local 665 I.a.T.S.E. Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Hawaii. Compare plans
- Board of Trustees of Local 665 I.a.T.S.E. Annuity Fund's sponsor-wide assets have grown 7.4% since 2022 across 3 plan years on file. More Construction plans