Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio Pension Plan
Data updated 2026-08-25
- $628M
- Total assets Above avg plan size
- 7,370
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $85,238
- Avg per participant Below avg balance/head
Official DOL plan name: Hotel Union and Hotel Industry of Hawaii Pension Plan · Sponsored by Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio · Hawaii · Food Services & Accommodation
$628M in assets, 7,370 participants
Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio's Hotel Union and Hotel Industry of Hawaii Pension Plan reported $628M in total assets and 7,370 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #4,575 in Food Services & Accommodation (4,592 peers)
Coverage in Hawaii
Hotel Union and Hotel Industry of Hawaii Pension Plan covers 7,370 participants in Hawaii, 19x the typical Hawaii plan (state average ~380 per filing). Assets: $628M.
- #4,575
- in Food Services & Accommodation (4,592 peers)
- +5.5%
- assets growth YoY
- 6.3×
- vs typical plan assets (national mean)
Hotel Union and Hotel Industry of Hawaii Pension Plan's outsized position by total assets
Hotel Union and Hotel Industry of Hawaii Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$628,200,424 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hotel Union and Hotel Industry of Hawaii Pension Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hotel Union and Hotel Industry of Hawaii Pension Plan lands in the large band (7,370 participants).
DOL schedule card
Filing strip 996024339 · Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio PY 2022 · Defined Benefit (Pension)
Hotel Union and Hotel Industry of Hawaii Pension Plan · $628M · 7,370 · 98th
- SCH $628M
- SCH 7,370
- SCH 98th
- SCH Defined Benefit (Pension)
- SCH near International Union of Operating Engineers Local Union No. 478, a-C-D-E Pension Plan
- SCH ind #4575
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 Food Services & Accommodation retirement plans → · Plans in Hawaii →
Hotel Union and Hotel Industry of Hawaii Pension Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $595M |
|---|---|
| Net Assets (End of Year) | $628M |
| Net Income | $32M |
| Employer EIN | 996024339 |
| Plan Effective Date | 1962-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio)
Sponsor-wide plan assets over time
All Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio plans reported in each filing year
- Latest sponsor-wide plan assets
- $763M 21.428338131780695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,370 | $628M |
| 2023 | 1 | 7,370 | $705M |
| 2024 | 1 | 7,636 | $763M |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiaries $1.7B · 2,548
- Pamcah-Ua Local 675 Pension Plan $516M · 1,506
- The Queen's Health Systems Pension Plan $478M · 5,260
- Hawaii Pacific Health Retirement Plan $408M · 5,589
- Hawaii Longshore Pension Plan $347M · 764
Scale composition for Hotel Union and Hotel Industry of Hawaii Pension Plan
Hotel Union and Hotel Industry of Hawaii Pension Plan reports $628M in end-of-year assets across 7,370 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $85,238 per participant (62% of the national average assets-per-participant) . Net income for plan year 2022 was $32M.
This plan identity (EIN 996024339, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $628M to $763M (+21.4%) while covered participants moved from 7,370 to 7,636 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,370 | $628M | This page |
| 2023 | 7,370 | $705M | Open filing |
| 2024 · index core | 7,636 | $763M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Hotel Union and Hotel Industry of Hawaii Pension Plan (Defined Benefit (Pension), $763M, 7,636 participants)
Hotel Union and Hotel Industry of Hawaii Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Hawaii, the nearest Defined Benefit (Pension) by assets is International Union of Operating Engineers Local Union No. 478, a-C-D-E Pension Plan in CT ($630M); by covered participants it is The Northwestern Mutual Employee Retirement Plan in WI (7,377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($628M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,370 participants); asset peers above are excluded.
- The Northwestern Mutual Employee Retirement Plan (WI) 7,377 · 7 off
- Seafarers Pension Plan (MD) 7,399 · 29 off
- Nokia Retirement Income Plan (NJ) 7,413 · 43 off
- Laborers District Council of W PA Pension Fund (PA) 7,299 · 71 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.