Money Purchase · DOL Form 5500 · 2022

Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund Money Purchase Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
614
Participants Below avg headcount
88th
Percentile by assets National rank
$85,766
Avg per participant Below avg balance/head
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Official DOL plan name: Hawaii Iron Workers' Annuity Plan · Sponsored by Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund · Hawaii · Construction

$53M in assets, 614 participants

Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund's Hawaii Iron Workers' Annuity Plan reported $53M in total assets and 614 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #8,618 in Construction (9,927 peers)

Where Hawaii Iron Workers' Annuity Plan sits by assets

Hawaii Iron Workers' Annuity Plan sits in the top quartile of all filed plans by assets, $53M for 614 participants (~$85,766/participant), down 2.1% in 2022.

#8,618
in Construction (9,927 peers)
-2.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hawaii Iron Workers' Annuity Plan's outsized position by total assets

Hawaii Iron Workers' Annuity Plan vs every filed plan by assets

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

$52,660,117 Top 12% higher than 88% 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 Iron Workers' 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 Iron Workers' Annuity Plan sits mid-pack in the medium band (614 participants).

Published 5500 schedule card

Filing strip 990176931 · Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund PY 2022 · Money Purchase

Hawaii Iron Workers' Annuity Plan · $53M · 614 · 88th

  • PART $53M
  • PART 614
  • PART 88th
  • PART Money Purchase
  • PART near University Athletic Association, Inc. Employees' Money Purchase Pension
  • PART ind #8618

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 Iron Workers' Annuity Plan in the asset neighbourhood

National Hockey League Officials Pension PlanNational Hockey League Offic…$53MHawaii Iron Workers' Annuity PlanHawaii Iron Workers' Annuity…$53MUniversity Athletic Association, Inc. Employees' Money Purchase PensionUniversity Athletic Associat…$53MIatse Local 8 Annuity Fund$53MAmerican Mathematical Society Retirement PlanAmerican Mathematical Societ…$53M
End-of-year total assets ($M) among Hawaii Iron Workers' 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)$54M
Net Assets (End of Year)$52M
Net Income-$1M
Employer EIN990176931
Plan Effective Date1977-04-28
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$60M 13.424011192379234% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $52.7M $59.7M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 614 $53M
2023 1 558 $57M
2024 1 626 $60M

Nearby Money Purchase Plans in Hawaii

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

Hawaii Iron Workers' Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0100200300400500600 Total assets ($M) Participants Hawaii Iron Workers' Annuity Plan, Total assets ($M): 52.660117 · Participants: 614Hawaii Iron Workers' 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 Iron Workers' Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Hawaii Iron Workers' Annuity Plan side-by-side with 3 peers →

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

Outside Hawaii, the nearest Money Purchase by assets is University Athletic Association, Inc. Employees' Money Purchase Pension in FL ($53M); by covered participants it is Mcphs University Pension Plan in MA (616 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (614 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 Iron Workers' Annuity Plan assets move in 2022? ▼
Hawaii Iron Workers' Annuity Plan edged down modestly - down 2.1% during 2022, from $54M to $53M. Reported net income was -$1M.
How have Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Hawaii Iron Workers' Annuity Trust Fund's sponsor-wide assets grew 13.4%, from $53M to $60M.
Where does Hawaii Iron Workers' Annuity Plan rank by assets among Form 5500 filers? ▼
Hawaii Iron Workers' Annuity Plan ranks in the 88th 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 Iron Workers' Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is University Athletic Association, Inc. Employees' Money Purchase Pension in FL ($53M, 733 participants).
Which Money Purchase plans cover a similar participant headcount to Hawaii Iron Workers' Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Mcphs University Pension Plan in MA (616 participants, $111M 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 990176931.

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.