Defined Benefit (Pension) · DOL Form 5500 · 2022

Hale Makua Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
180
Participants Small participant base
68th
Percentile by assets National rank
$66,623
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan for Bargaining Employees of Hale Makua · Sponsored by Hale Makua · Hawaii · Healthcare & Social Assistance

$12M in assets, 180 participants

Hale Makua's Retirement Plan for Bargaining Employees of Hale Makua reported $12M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,764 in Healthcare & Social Assistance (20,060 peers)

Coverage in Hawaii

Retirement Plan for Bargaining Employees of Hale Makua covers 180 participants in Hawaii, about 47% of the average Hawaii filer (state average ~380 per filing). Assets: $12M.

#14,764
in Healthcare & Social Assistance (20,060 peers)
-12.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Bargaining Employees of Hale Makua's outsized position by total assets

Retirement Plan for Bargaining Employees of Hale Makua vs every filed plan by assets

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

$11,992,086 Top 32% higher than 68% 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

Retirement Plan for Bargaining Employees of Hale Makua 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. Retirement Plan for Bargaining Employees of Hale Makua sits mid-pack in the medium band (180 participants).

Plan-year Form 5500 strip

Filing strip 990080460 · Hale Makua PY 2022 · Defined Benefit (Pension)

Retirement Plan for Bargaining Employees of Hale Makua · $12M · 180 · 68th

  • RANK $12M
  • RANK 180
  • RANK 68th
  • RANK Defined Benefit (Pension)
  • RANK near Holstein Association USA, Inc. Amended and Restated Pension Plan
  • RANK ind #14764

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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →

Retirement Plan for Bargaining Employees of Hale Makua in the asset neighbourhood

Houston Area Teamsters Pension FundHouston Area Teamsters Pensi…$12MHolstein Association USA, Inc. Amended and Restated Pension PlanHolstein Association USA, In…$12MKerr Group, Inc. Retirement Income Plan IKerr Group, Inc. Retirement …$12MRetirement Plan for Bargaining Employees of Hale MakuaRetirement Plan for Bargaini…$12MMonadnock Pension Plan$12M
End-of-year total assets ($M) among Retirement Plan for Bargaining Employees of Hale Makua and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN990080460
Plan Effective Date1974-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hale Makua)

Sponsor-wide plan assets over time

All Hale Makua plans reported in each filing year

Latest sponsor-wide plan assets
$17M 44.48478321156164% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $31.2M $17.3M ▼ -44.5%
Year Plans Participants Total Assets
2022 3 651 $31M
2023 3 587 $36M
2024 2 574 $17M

Nearby Defined Benefit (Pension) Plans in Hawaii

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Bargaining Employees of Hale Makua vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants Retirement Plan for Bargaining Employees of Hale Makua, Total assets ($B): 0.011992086 · Participants: 180Retirement Plan for Bargaining Employees of Hale MakuaRetirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries, Total assets ($B): 1.736604888 · Participants: 2548Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating SubsidiariesHotel Union and Hotel Industry of Hawaii Pension Plan, Total assets ($B): 0.628200424 · Participants: 7370Hotel Union and Hotel Industry of Hawaii Pension PlanPamcah-Ua Local 675 Pension Plan, Total assets ($B): 0.516472393 · Participants: 1506Pamcah-Ua Local 675 Pension PlanThe Queen's Health Systems Pension Plan, Total assets ($B): 0.477529567 · Participants: 5260The Queen's Health Systems Pension PlanHawaii Pacific Health Retirement Plan, Total assets ($B): 0.407668583 · Participants: 5589Hawaii Pacific Health Retirement Plan
Retirement Plan for Bargaining Employees of Hale Makua vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
Compare Retirement Plan for Bargaining Employees of Hale Makua side-by-side with 3 peers →

Retirement Plan for Bargaining Employees of Hale Makua's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Hawaii, the nearest Defined Benefit (Pension) by assets is Holstein Association USA, Inc. Amended and Restated Pension Plan in VT ($12M); by covered participants it is Alixpartners, LLP Cash Balance Plan in MI (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Retirement Plan for Bargaining Employees of Hale Makua assets move in 2022? ▼
Retirement Plan for Bargaining Employees of Hale Makua pulled back noticeably - down 12.1% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Hale Makua plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hale Makua's sponsor-wide assets declined 44.5%, from $31M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Bargaining Employees of Hale Makua? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Holstein Association USA, Inc. Amended and Restated Pension Plan in VT ($12M, 48 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Bargaining Employees of Hale Makua? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alixpartners, LLP Cash Balance Plan in MI (180 participants, $53M 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 990080460.

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.