Money Purchase · DOL Form 5500 · 2022

Board of Trustees of Hawaii Tapers' Annuity Trust Fund Money Purchase Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
380
Participants Below avg headcount
87th
Percentile by assets National rank
$115,087
Avg per participant Below avg balance/head
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Official DOL plan name: Hawaii Tapers' Annuity Plan · Sponsored by Board of Trustees of Hawaii Tapers' Annuity Trust Fund · Hawaii · Construction

$44M in assets, 380 participants

Board of Trustees of Hawaii Tapers' Annuity Trust Fund's Hawaii Tapers' Annuity Plan reported $44M in total assets and 380 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,454 in Construction (9,927 peers)

Where Hawaii Tapers' Annuity Plan sits by assets

Hawaii Tapers' Annuity Plan sits in the top quartile of all filed plans by assets, $44M for 380 participants (~$115,087/participant), up 6.0% in 2022.

#8,454
in Construction (9,927 peers)
+6.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hawaii Tapers' Annuity Plan's outsized position by total assets

Hawaii Tapers' Annuity Plan vs every filed plan by assets

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

$43,733,227 Top 13% higher than 87% 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 Tapers' 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. Hawaii Tapers' Annuity Plan sits mid-pack in the medium band (380 participants).

Published 5500 schedule card

Filing strip 990209408 · Board of Trustees of Hawaii Tapers' Annuity Trust Fund PY 2022 · Money Purchase

Hawaii Tapers' Annuity Plan · $44M · 380 · 87th

  • PCT $44M
  • PCT 380
  • PCT 87th
  • PCT Money Purchase
  • PCT near Kaiser Permanente Northwest Supplemental Retirement Plan
  • PCT ind #8454

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 Tapers' Annuity Plan in the asset neighbourhood

Verrill Dana LLP Pension Plan$44MQlarant Money Purchase Pension PlanQlarant Money Purchase Pensi…$44MKaiser Permanente Northwest Supplemental Retirement PlanKaiser Permanente Northwest …$44MHawaii Tapers' Annuity Plan$44MPipefitters and Plumbers Local No. 524 Pension and Annuity PlanPipefitters and Plumbers Loc…$44M
End-of-year total assets ($M) among Hawaii Tapers' Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$44M
Net Income$2M
Employer EIN990209408
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Hawaii Tapers' Annuity Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Hawaii Tapers' Annuity Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$51M 16.01890022888089% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $43.7M $50.7M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 380 $44M
2023 1 386 $50M
2024 1 316 $51M

Nearby Money Purchase Plans in Hawaii

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

Hawaii Tapers' Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500600 Total assets ($M) Participants Hawaii Tapers' Annuity Plan, Total assets ($M): 43.733227 · Participants: 380Hawaii Tapers' 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
Hawaii Tapers' Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Hawaii Tapers' Annuity Plan side-by-side with 3 peers →

Hawaii Tapers' Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Hawaii, the nearest Money Purchase by assets is Kaiser Permanente Northwest Supplemental Retirement Plan in CA ($44M); by covered participants it is Wayne Hospital Company Pension Plan in OH (381 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Tapers' Annuity Plan assets move in 2022? ▼
Hawaii Tapers' Annuity Plan grew at a solid clip - up 6.0% during 2022, from $41M to $44M. Reported net income was $2M.
How have Board of Trustees of Hawaii Tapers' Annuity Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Hawaii Tapers' Annuity Trust Fund's sponsor-wide assets grew 16.0%, from $44M to $51M.
Where does Hawaii Tapers' Annuity Plan rank by assets among Form 5500 filers? ▼
Hawaii Tapers' Annuity Plan ranks in the 87th 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 Hawaii Tapers' Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Kaiser Permanente Northwest Supplemental Retirement Plan in CA ($44M, 362 participants).
Which Money Purchase plans cover a similar participant headcount to Hawaii Tapers' Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Wayne Hospital Company Pension Plan in OH (381 participants, $13M 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 990209408.

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.