Profit Sharing · DOL Form 5500 · 2023

Hawaiiusa Federal Credit Union Profit Sharing Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
386
Participants Below avg headcount
87th
Percentile by assets National rank
$144,065
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hawaiiusa Fcu Retirement Plan · Sponsored by Hawaiiusa Federal Credit Union · Hawaii · Finance & Insurance

$56M in assets, 386 participants

Hawaiiusa Federal Credit Union's Hawaiiusa Fcu Retirement Plan reported $56M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,048 in Finance & Insurance (8,869 peers)

Where Hawaiiusa Fcu Retirement Plan sits by assets

Hawaiiusa Fcu Retirement Plan sits in the top quartile of all filed plans by assets, $56M for 386 participants (~$144,065/participant), up 16.8% in 2023.

#7,048
in Finance & Insurance (8,869 peers)
+16.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Hawaiiusa Fcu Retirement Plan's outsized position by total assets

Hawaiiusa Fcu Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$55,609,266 Top 13% higher than 87% 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

Hawaiiusa Fcu Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hawaiiusa Fcu Retirement Plan sits mid-pack in the medium band (386 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hawaiiusa Fcu Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Hawaiiusa Fcu Retirement Plan end-of-year assets rose from $48M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Hawaiiusa Fcu Retirement Plan reported participants fell from 396 in the plan year 2022 filing to 386 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 990073436 · Hawaiiusa Federal Credit Union PY 2023 · Profit Sharing

Hawaiiusa Fcu Retirement Plan · $56M · 386 · 87th

  • VS-ST $56M
  • VS-ST 386
  • VS-ST 87th
  • VS-ST Profit Sharing
  • VS-ST near Gsk Puerto Rico 401(k) Plan
  • VS-ST ind #7048

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 Finance & Insurance retirement plans → · Plans in Hawaii →

Hawaiiusa Fcu Retirement Plan in the asset neighbourhood

Plumbers and Steamfitters Local 166 Profit Sharing Annuity PlanPlumbers and Steamfitters Lo…$56MPlumbers Pipefitters Local No 776 Profit Sharing Annuity PlanPlumbers Pipefitters Local N…$56MHawaiiusa Fcu Retirement Plan$56MGsk Puerto Rico 401(k) Plan$56MSchnuck Markets, Inc. Profit Sharing PlanSchnuck Markets, Inc. Profit…$55M
End-of-year total assets ($M) among Hawaiiusa Fcu Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$56M
Net Income$8M
Employer EIN990073436
Plan Effective Date1982-09-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawaiiusa Federal Credit Union)

Sponsor-wide plan assets over time

All Hawaiiusa Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 31.184442812489987% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.6M $62.5M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 396 $48M
2023 1 386 $56M
2024 1 395 $62M

Nearby Profit Sharing Plans in Hawaii

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Hawaiiusa Fcu Retirement Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400500 Total assets ($M) Participants Hawaiiusa Fcu Retirement Plan, Total assets ($M): 55.609266 · Participants: 386Hawaiiusa Fcu Retirement PlanHawaii Electricians Annuity Plan, Total assets ($M): 450.479567 · Participants: 2215Hawaii Electricians Annuity PlanHawaii Sheet Metal Workers Annuity Profit Sharing, Total assets ($M): 108.342276 · Participants: 514Hawaii Sheet Metal Workers Annuity Profit SharingHawaiian Dredging Construction Company Profit Sharing Plan, Total assets ($M): 34.397084 · Participants: 296Hawaiian Dredging Construction Company Profit Sharing PlanUnlimited Construction Services Inc. 401(k) Profit Sharing Plan, Total assets ($M): 13.032649 · Participants: 105Unlimited Construction Services Inc. 401(k) Profit Sharing PlanDavis Levin Livingston, Attorneys at Law Profit Sharing Plan, Total assets ($M): 11.747294 · Participants: 13Davis Levin Livingston, Attorneys at Law Profit Sharing Plan
Hawaiiusa Fcu Retirement Plan vs. nearby Profit Sharing plans in Hawaii, assets vs. participants
Compare Hawaiiusa Fcu Retirement Plan side-by-side with 3 peers →

Hawaiiusa Fcu Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Hawaii, the nearest Profit Sharing by assets is Gsk Puerto Rico 401(k) Plan in PA ($56M); by covered participants it is Novus, Inc. Coda Profit Sharing Plan in PR (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 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 Hawaiiusa Fcu Retirement Plan assets move in 2023? ▼
Hawaiiusa Fcu Retirement Plan grew sharply - up 16.8% during 2023, from $48M to $56M. Reported net income was $8M.
How have Hawaiiusa Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawaiiusa Federal Credit Union's sponsor-wide assets grew 31.2%, from $48M to $62M.
Where does Hawaiiusa Fcu Retirement Plan rank by assets among Form 5500 filers? ▼
Hawaiiusa Fcu Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Hawaiiusa Fcu Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gsk Puerto Rico 401(k) Plan in PA ($56M, 18 participants).
Which Profit Sharing plans cover a similar participant headcount to Hawaiiusa Fcu Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Novus, Inc. Coda Profit Sharing Plan in PR (386 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 990073436.

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.