Other
2022 plan-year Other DOL Form 5500

Hotel Union and Hotel Industry of Hawaii Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio · Hawaii · Food Services & Accommodation

What the 2023 filing shows

Hotel Union and Hotel Industry of Hawaii Pension Plan holds $628M for 7,370 participants — about $85,238 per participant, up 5.5% over the 2022 plan year.

$628M
total plan assets (2022 EOY)
7,370
covered participants
$85,238
avg assets per participant
+5.5%
assets growth YoY
Total Assets (2023)
$628M
Participants
7,370
State
Industry
Food Services & Accommodation

What the Filing Says About Hotel Union and Hotel Industry of Hawaii Pension Plan

Hotel Union and Hotel Industry of Hawaii Pension Plan is a Other retirement plan sponsored by Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio, headquartered in Hawaii. As of the 2022 Form 5500 filing, the plan reports $628M in total end-of-year assets and covers 7,370 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 996024339, and the plan has been effective since 1962-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $595M at the beginning of 2022 to $628M at year-end — a gain of 5.5%. Net assets (after liabilities) closed the year at $628M, with reported net income of $32M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$595M
Total Assets (End of Year)$628M
Net Assets (End of Year)$628M
Net Income$32M
Plan TypeOther
Employer EIN996024339
Plan Effective Date1962-08-01
Filing StatusFILING 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 Other Plans in Hawaii

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Hotel Union and Hotel Industry of Hawaii Pension Plan?
As of the 2022 Form 5500 filing, Hotel Union and Hotel Industry of Hawaii Pension Plan holds $628M in total assets with 7,370 participants. It is sponsored by Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio.
What type of plan is Hotel Union and Hotel Industry of Hawaii Pension Plan?
Hotel Union and Hotel Industry of Hawaii Pension Plan is a Other plan. It has been effective since 1962-08-01. The plan is filed with the U.S. Department of Labor under EIN 996024339.
Who sponsors the Hotel Union and Hotel Industry of Hawaii Pension Plan?
Hotel Union and Hotel Industry of Hawaii Pension Plan is sponsored by Board of Trustees of the Hotel Union & Hotel Industry of Hawaii Pensio, located in Hawaii. The sponsor's EIN is 996024339 and the plan operates in the Food Services & Accommodation industry.
How did Hotel Union and Hotel Industry of Hawaii Pension Plan perform in 2022?
Hotel Union and Hotel Industry of Hawaii Pension Plan grew by 5.5% during 2022, moving from $595M to $628M in total assets. Net income was $32M.
Where can I find official filings for Hotel Union and Hotel Industry of Hawaii Pension Plan?
Official Form 5500 filings for Hotel Union and Hotel Industry of Hawaii Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 996024339 or plan name at efast.dol.gov.
How does Hotel Union and Hotel Industry of Hawaii Pension Plan compare to other plans?
You can compare Hotel Union and Hotel Industry of Hawaii Pension Plan against other Other plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 996024339.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.