Money Purchase · DOL Form 5500 · 2023

Board of Trustees of Pamcah-Ua Local 675 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$227M
Total assets Near avg plan size
1,616
Participants Near avg headcount
95th
Percentile by assets National rank
$140,357
Avg per participant Near avg balance/head
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Official DOL plan name: Pamcah-Ua Local 675 Annuity Plan · Sponsored by Board of Trustees of Pamcah-Ua Local 675 Annuity Fund · Hawaii · Construction

$227M in assets, 1,616 participants

Board of Trustees of Pamcah-Ua Local 675 Annuity Fund's Pamcah-Ua Local 675 Annuity Plan reported $227M in total assets and 1,616 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.

  • #8,516 in Construction (9,030 peers)

Coverage in Hawaii

Pamcah-Ua Local 675 Annuity Plan covers 1,616 participants in Hawaii, 4.2x the typical Hawaii plan (state average ~380 per filing). Assets: $227M.

#8,516
in Construction (9,030 peers)
+5.8%
assets growth YoY
2.3×
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

$226,817,643 Top 5% higher than 95% of 127,068 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 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 (1,616 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 $12M 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 $227M in the plan year 2023 filing.
  • Pamcah-Ua Local 675 Annuity Plan reported participants rose from 1,479 in the plan year 2022 filing to 1,616 in the plan year 2023 filing.

See the national 2022→2023 release diff →

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 · $227M · 1,616 · 95th

  • IND $227M
  • EOY 1,616
  • 5500 95th
  • ASSETS Money Purchase
  • PCT near Rhode Island Laborers Annuity Fund
  • EIN ind #8516

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

Pamcah-Ua Local 675 Annuity PlanPamcah-Ua Local 675 Annuity …$227MRhode Island Laborers Annuity FundRhode Island Laborers Annuit…$227MP & M Holding Group, LLP & Affiliated Entities Pension PlanP & M Holding Group, LLP & A…$226MChildren's University Medical Group Pension PlanChildren's University Medica…$226MCarnegie Institution of Washington Retirement PlanCarnegie Institution of Wash…$225M
End-of-year total assets ($M) among Pamcah-Ua Local 675 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$214M
Net Assets (End of Year)$227M
Net Income$12M
Employer EIN990221545
Plan Effective Date1982-08-15
Filing StatusFILING 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
$200M$400M$600M$800M$1,000M 202220232024 $302M $383M ▲ +27.0%
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.

Pamcah-Ua Local 675 Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 10002000300040005000 0200400600 Total assets ($M) Participants Pamcah-Ua Local 675 Annuity Plan, Total assets ($M): 226.817643 · Participants: 1616Pamcah-Ua Local 675 Annuity PlanHawaii Carpenters Financial Security Fund, Total assets ($M): 576.752041 · Participants: 3972Hawaii Carpenters Financial Security FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 348.981775 · Participants: 1444Pamcah-Ua Local 675 Annuity PlanHawaii Laborers' Annuity Fund, Total assets ($M): 302.429621 · Participants: 2894Hawaii Laborers' Annuity FundPamcah-Ua Local 675 Annuity Plan, Total assets ($M): 214.377518 · Participants: 1424Pamcah-Ua Local 675 Annuity PlanHawaii Masons and Plasterers Annuity Plan, Total assets ($M): 116.816428 · Participants: 1254Hawaii Masons and Plasterers Annuity Plan
Pamcah-Ua Local 675 Annuity Plan vs. nearby Money Purchase plans in Hawaii, assets vs. participants

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 Rhode Island Laborers Annuity Fund in RI ($227M); by covered participants it is Unity Health Retirement Plan in AR (1,617 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,616 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pamcah-Ua Local 675 Annuity Plan assets move in 2023?
Pamcah-Ua Local 675 Annuity Plan grew at a solid clip - up 5.8% during 2023, from $214M to $227M. Reported net income was $12M.
How have Board of Trustees of Pamcah-Ua Local 675 Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of Pamcah-Ua Local 675 Annuity Fund's sponsor-wide assets grew 27.0%, from $302M to $383M.
Where does Pamcah-Ua Local 675 Annuity Plan rank by assets among Form 5500 filers?
Pamcah-Ua Local 675 Annuity Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Pamcah-Ua Local 675 Annuity Plan?
Among Money Purchase plans in other states, the closest by assets is Rhode Island Laborers Annuity Fund in RI ($227M, 9,169 participants).
Which Money Purchase plans cover a similar participant headcount to Pamcah-Ua Local 675 Annuity Plan?
Among Money Purchase plans in other states, the closest by covered participants is Unity Health Retirement Plan in AR (1,617 participants, $66M in assets).