Money Purchase · DOL Form 5500 · 2023
Board of Trustees of Pamcah-Ua Local 675 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $214M
- Total assets Near avg plan size
- 1,424
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $150,546
- Avg per participant Above avg balance/head
Official DOL plan name: Pamcah-Ua Local 675 Annuity Plan · Sponsored by Board of Trustees of Pamcah-Ua Local 675 Annuity Fund · Hawaii · Construction
$214M in assets, 1,424 participants
Board of Trustees of Pamcah-Ua Local 675 Annuity Fund's Pamcah-Ua Local 675 Annuity Plan reported $214M in total assets and 1,424 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,495 in Construction (9,030 peers)
Coverage in Hawaii
Pamcah-Ua Local 675 Annuity Plan covers 1,424 participants in Hawaii, 3.7x the typical Hawaii plan (state average ~380 per filing). Assets: $214M.
- #8,495
- in Construction (9,030 peers)
- +9.9%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Pamcah-Ua Local 675 Annuity Plan's outsized position by total assets
Pamcah-Ua Local 675 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$214,377,518 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pamcah-Ua Local 675 Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pamcah-Ua Local 675 Annuity Plan lands in the large band (1,424 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pamcah-Ua Local 675 Annuity Plan reported net income fell from $29M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Pamcah-Ua Local 675 Annuity Plan end-of-year assets fell from $302M in the plan year 2022 filing to $214M in the plan year 2023 filing.
- Pamcah-Ua Local 675 Annuity Plan reported participants fell from 1,479 in the plan year 2022 filing to 1,424 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 990221545 · Board of Trustees of Pamcah-Ua Local 675 Annuity Fund PY 2023 · Money Purchase
Pamcah-Ua Local 675 Annuity Plan · $214M · 1,424 · 95th
- NET $214M
- NET 1,424
- NET 95th
- NET Money Purchase
- NET near Local 191 I.B.E.W. Money Purchase Plan
- NET ind #8495
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 →
Pamcah-Ua Local 675 Annuity Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $195M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | $19M |
| Employer EIN | 990221545 |
| Plan Effective Date | 1982-08-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Pamcah-Ua Local 675 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Pamcah-Ua Local 675 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $383M 26.996936898935676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,479 | $302M |
| 2023 | 3 | 4,484 | $790M |
| 2024 | 1 | 1,504 | $383M |
Nearby Money Purchase Plans in Hawaii
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Hawaii Carpenters Financial Security Fund $577M · 3,972
- Pamcah-Ua Local 675 Annuity Plan $349M · 1,444
- Hawaii Laborers' Annuity Fund $302M · 2,894
- Pamcah-Ua Local 675 Annuity Plan $227M · 1,616
- Hawaii Masons and Plasterers Annuity Plan $117M · 1,254
Pamcah-Ua Local 675 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Hawaii, the nearest Money Purchase by assets is Local 191 I.B.E.W. Money Purchase Plan in WA ($215M); by covered participants it is Contra Costa County Electrical Workers Retirement Plan & Trust in CA (1,427 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($214M here).
- Local 191 I.B.E.W. Money Purchase Plan (WA) $215M · 4,092
- Mo-Kan Iron Workers Annuity Fund (MO) $217M · 811
- Alaska Carpenters Defined Contribution Trust Fund (WA) $208M · 2,624
- Plumbers & Pipefitters Local No 189 Retirement Savings Plan (OH) $208M · 977
Similar participant headcount
Nearest other-state filings by covered participants (1,424 participants); asset peers above are excluded.
- Contra Costa County Electrical Workers Retirement Plan & Trust (CA) 1,427 · 3 off
- Fhi 360 Employees' Pension Plan (NC) 1,409 · 15 off
- Faith Regional Health Services Employees Retirement Plan (NE) 1,409 · 15 off
- NECA-IBEW 177 Pension Fund (FL) 1,443 · 19 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.