Money Purchase · DOL Form 5500 · 2022

Board of Trustees, Hawaii Operating Engineers Money Purchase Plan

Data updated 2026-08-25

$145M
Total assets Near avg plan size
2,022
Participants Near avg headcount
94th
Percentile by assets National rank
$71,636
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hawaii Annuity Trust Fund for Operating Engineers · Sponsored by Board of Trustees, Hawaii Operating Engineers · California · Construction

$145M in assets, 2,022 participants

Board of Trustees, Hawaii Operating Engineers's Hawaii Annuity Trust Fund for Operating Engineers reported $145M in total assets and 2,022 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #9,273 in Construction (9,927 peers)

Coverage in California

Hawaii Annuity Trust Fund for Operating Engineers covers 2,022 participants in California, 3.2x the typical California plan (state average ~630 per filing). Assets: $145M.

#9,273
in Construction (9,927 peers)
+1.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Hawaii Annuity Trust Fund for Operating Engineers's outsized position by total assets

Hawaii Annuity Trust Fund for Operating Engineers vs every filed plan by assets

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

$144,848,139 Top 6% higher than 94% 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 Annuity Trust Fund for Operating Engineers'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. Hawaii Annuity Trust Fund for Operating Engineers lands in the large band (2,022 participants).

Form 5500 schedule snapshot

Filing strip 942959994 · Board of Trustees, Hawaii Operating Engineers PY 2022 · Money Purchase

Hawaii Annuity Trust Fund for Operating Engineers · $145M · 2,022 · 94th

  • PART $145M
  • TYPE 2,022
  • NET 94th
  • BOOK Money Purchase
  • VS-ST near Massachusetts Mutual Life Insurance Company Agent Pension Plan
  • BOY ind #9273

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 California →

Hawaii Annuity Trust Fund for Operating Engineers in the asset neighbourhood

Sheet Metal Workers Local 91 Annuity PlanSheet Metal Workers Local 91…$146MIBEW Local Union 375 Electricians' Retirement PlanIBEW Local Union 375 Electri…$146MHawaii Annuity Trust Fund for Operating EngineersHawaii Annuity Trust Fund fo…$145MMassachusetts Mutual Life Insurance Company Agent Pension PlanMassachusetts Mutual Life In…$144MPlumbers and Steamfitters Local 440 Defined Contribution PlanPlumbers and Steamfitters Lo…$144M
End-of-year total assets ($M) among Hawaii Annuity Trust Fund for Operating Engineers and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$145M
Net Income$2M
Employer EIN942959994
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Hawaii Operating Engineers)

Sponsor-wide plan assets over time

All Board of Trustees, Hawaii Operating Engineers plans reported in each filing year

Latest sponsor-wide plan assets
$177M 21.930611065703783% vs 2022
2024 filing year
$140M$150M$160M$170M$180M 202220232024 $145M $177M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 2,022 $145M
2023 1 2,096 $165M
2024 1 2,249 $177M

Nearby Money Purchase Plans in California

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

Hawaii Annuity Trust Fund for Operating Engineers vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Hawaii Annuity Trust Fund for Operating Engineers, Total assets ($B): 0.144848139 · Participants: 2022Hawaii Annuity Trust Fund for Operating EngineersThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Hawaii Annuity Trust Fund for Operating Engineers vs. nearby Money Purchase plans in California, assets vs. participants
Compare Hawaii Annuity Trust Fund for Operating Engineers side-by-side with 3 peers →

Hawaii Annuity Trust Fund for Operating Engineers's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Massachusetts Mutual Life Insurance Company Agent Pension Plan in MA ($144M); by covered participants it is U a Local 322 Annuity Fund in NJ (2,032 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,022 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 Annuity Trust Fund for Operating Engineers assets move in 2022? ▼
Hawaii Annuity Trust Fund for Operating Engineers edged up modestly - up 1.7% during 2022, from $142M to $145M. Reported net income was $2M.
How have Board of Trustees, Hawaii Operating Engineers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Hawaii Operating Engineers's sponsor-wide assets grew 21.9%, from $145M to $177M.
Where does Hawaii Annuity Trust Fund for Operating Engineers rank by assets among Form 5500 filers? ▼
Hawaii Annuity Trust Fund for Operating Engineers ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Hawaii Annuity Trust Fund for Operating Engineers? ▼
Among Money Purchase plans in other states, the closest by assets is Massachusetts Mutual Life Insurance Company Agent Pension Plan in MA ($144M, 557 participants).
Which Money Purchase plans cover a similar participant headcount to Hawaii Annuity Trust Fund for Operating Engineers? ▼
Among Money Purchase plans in other states, the closest by covered participants is U a Local 322 Annuity Fund in NJ (2,032 participants, $130M 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 942959994.

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.