Profit Sharing · DOL Form 5500 · 2023
Hawaiiusa Federal Credit Union Profit Sharing Plan
Data updated 2026-08-11
- $56M
- Total assets
- 386
- Participants
- 87th
- Percentile by assets
- $144,065
- Avg per participant
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.
- 87th percentile by assets (of 127,072 plans)
- #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.
- $56M
- total plan assets (2023 EOY)
- 386
- covered participants
- 87th
- percentile by assets (of 127,072 plans)
- $144,065
- avg assets per participant
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.
Hawaiiusa Fcu Retirement Plan vs the 2023 asset distribution
By assets, Hawaiiusa Fcu Retirement Plan outranks 87% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $8M |
| Employer EIN | 990073436 |
| Plan Effective Date | 1982-09-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawaiiusa Federal Credit Union)
| 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
- Hawaii Electricians Annuity Plan $450M · 2,215
- Hawaii Sheet Metal Workers Annuity Profit Sharing $108M · 514
- Hawaiian Dredging Construction Company Profit Sharing Plan $34M · 296
- Unlimited Construction Services Inc. 401(k) Profit Sharing Plan $13M · 105
- Davis Levin Livingston, Attorneys at Law Profit Sharing Plan $12M · 13
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Hawaiiusa Fcu Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Hawaiiusa Fcu Retirement Plan assets move in 2023? ▼
How have Hawaiiusa Federal Credit Union plan assets changed over time? ▼
Where does Hawaiiusa Fcu Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Hawaiiusa Fcu Retirement Plan? ▼
Next read for Hawaiiusa Fcu Retirement Plan
Scale reading
Ways to act on Hawaiiusa Fcu Retirement Plan's numbers.
- By total assets, Hawaiiusa Fcu Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Hawaii. Compare plans
- Hawaiiusa Federal Credit Union's sponsor-wide assets have grown 31.2% since 2022 across 3 plan years on file. More Finance & Insurance plans