Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio Pension Plan
Data updated 2026-08-06
- $628M
- Total assets
- 7,370
- Participants
- 98th
- Percentile by assets
- $85,238
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #4,578 in Food Services & Accommodation (4,595 peers)
Coverage in Hawaii
Hotel Union and Hotel Industry of Hawaii Pension Plan covers 7,370 participants in Hawaii, 20x the typical Hawaii plan (state average ~363 per filing). Assets: $628M.
- $628M
- total plan assets (2022 EOY)
- 7,370
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $85,238
- avg assets per participant
Participants vs Hawaii filers
In Hawaii, the average filing covers about 363 participants across 468 plans. Hotel Union and Hotel Industry of Hawaii Pension Plan reports 7,370 participants - 20x that state average ($628M EOY assets).
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)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,370 | $628M |
| 2023 | 1 | 7,370 | $712M |
Nearby Defined Benefit (Pension) Plans in Hawaii
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Hotel Union and Hotel Industry of Hawaii Pension Plan vs. nearby Defined Benefit (Pension) plans in Hawaii, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Hotel Union and Hotel Industry of Hawaii Pension Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Hotel Union and Hotel Industry of Hawaii…
Filing takeaways
Ways to act on Hotel Union and Hotel Industry of Hawaii Pension Plan's numbers.
- By total assets, Hotel Union and Hotel Industry of Hawaii Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Hawaii. Compare plans
- Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio's sponsor-wide assets have grown 13.4% since 2022 across 2 plan years on file. More Food Services & Accommodation plans