Money Purchase · DOL Form 5500 · 2023

Hawaii Carpenters Financial Security Fund Money Purchase Plan

Data updated 2026-08-25

$577M
Total assets Above avg plan size
3,972
Participants Above avg headcount
98th
Percentile by assets National rank
$145,204
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hawaii Carpenters Financial Security Fund · Sponsored by Hawaii Carpenters Financial Security Fund · Hawaii · Construction

$577M in assets, 3,972 participants

Hawaii Carpenters Financial Security Fund's Hawaii Carpenters Financial Security Fund reported $577M in total assets and 3,972 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,814 in Construction (9,030 peers)

Coverage in Hawaii

Hawaii Carpenters Financial Security Fund covers 3,972 participants in Hawaii, 10x the typical Hawaii plan (state average ~380 per filing). Assets: $577M.

#8,814
in Construction (9,030 peers)
+17.1%
assets growth YoY
5.8×
vs typical plan assets (national mean)

Hawaii Carpenters Financial Security Fund's outsized position by total assets

Hawaii Carpenters Financial Security Fund vs every filed plan by assets

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

$576,752,041 Top 2% higher than 98% 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

Hawaii Carpenters Financial Security Fund'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. Hawaii Carpenters Financial Security Fund lands in the large band (3,972 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hawaii Carpenters Financial Security Fund reported net income rose from -$46M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Hawaii Carpenters Financial Security Fund end-of-year assets rose from $492M in the plan year 2022 filing to $577M in the plan year 2023 filing.
  • Hawaii Carpenters Financial Security Fund reported participants fell from 4,036 in the plan year 2022 filing to 3,972 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990264272 · Hawaii Carpenters Financial Security Fund PY 2023 · Money Purchase

Hawaii Carpenters Financial Security Fund · $577M · 3,972 · 98th

  • BOOK $577M
  • BOOK 3,972
  • BOOK 98th
  • BOOK Money Purchase
  • BOOK near Educational Testing Service 401(a) Retirement Plan
  • BOOK ind #8814

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 →

Hawaii Carpenters Financial Security Fund in the asset neighbourhood

San Mateo County Electrical Construction Industry Retiremt PlanSan Mateo County Electrical …$600MThe Rand Corporation 401(a) Qualified Retirement PlanThe Rand Corporation 401(a) …$593MEducational Testing Service 401(a) Retirement PlanEducational Testing Service …$577MHawaii Carpenters Financial Security FundHawaii Carpenters Financial …$577MIron Workers District Council of New England Annuity FundIron Workers District Counci…$567M
End-of-year total assets ($M) among Hawaii Carpenters Financial Security Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$492M
Net Assets (End of Year)$577M
Net Income$85M
Employer EIN990264272
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawaii Carpenters Financial Security Fund)

Sponsor-wide plan assets over time

All Hawaii Carpenters Financial Security Fund plans reported in each filing year

Latest sponsor-wide plan assets
$662M 34.4858226388901% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $492M $662M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 4,036 $492M
2023 1 3,972 $577M
2024 1 4,066 $662M

Nearby Money Purchase Plans in Hawaii

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

Hawaii Carpenters Financial Security Fund vs. nearby Money Purchase plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 10002000300040005000 0200400600 Total assets ($M) Participants Hawaii Carpenters Financial Security Fund, Total assets ($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 ($M): 226.817643 · Participants: 1616Pamcah-Ua Local 675 Annuity PlanPamcah-Ua Local 675 Annuity Plan, Total assets ($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
Hawaii Carpenters Financial Security Fund vs. nearby Money Purchase plans in Hawaii, assets vs. participants
Compare Hawaii Carpenters Financial Security Fund side-by-side with 3 peers →

Hawaii Carpenters Financial Security Fund's out-of-state Money Purchase peers by assets and headcount

Outside Hawaii, the nearest Money Purchase by assets is Educational Testing Service 401(a) Retirement Plan in NJ ($577M); by covered participants it is NECA-IBEW Pension Benefit Trust Fund in MO (3,999 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,972 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 Hawaii Carpenters Financial Security Fund assets move in 2023? ▼
Hawaii Carpenters Financial Security Fund grew sharply - up 17.1% during 2023, from $492M to $577M. Reported net income was $85M.
How have Hawaii Carpenters Financial Security Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawaii Carpenters Financial Security Fund's sponsor-wide assets grew 34.5%, from $492M to $662M.
Where does Hawaii Carpenters Financial Security Fund rank by assets among Form 5500 filers? ▼
Hawaii Carpenters Financial Security Fund ranks in the 98th 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 Hawaii Carpenters Financial Security Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Educational Testing Service 401(a) Retirement Plan in NJ ($577M, 3,310 participants).
Which Money Purchase plans cover a similar participant headcount to Hawaii Carpenters Financial Security Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is NECA-IBEW Pension Benefit Trust Fund in MO (3,999 participants, $917M 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 990264272.

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.